Company
Tesla
- Episodes
- 66
- Share
- 6.4%
- Shows
- 54
- Net sentiment
- +0.02
Up from 3.3% of episodes in the weeks before; net sentiment was +0.29.
Bullish 11Mixed 28Neutral 17Bearish 10
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Tesla. Longest episodes first.
Bullish 11
- Flying Roadster unveiling and Optimus robot progress drove a reported 5% share rise.Flying Tesla Car, Robot Brains Halving in Cost Every 3 Weeks, and Why Incentives Decide AI Alignment | #303 · Moonshots with Peter Diamandis · Oct 17
- Cited as transforming automotive into a computing industry through autonomy.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2Pod with Brad Gerstner and Bill Gurley · Oct 15
- Hosts praise its Full Self-Driving and see the brand as dominant in cars.SpaceX Wants To Sell You A Phone Plan, Starbucks Wants To Buy Chipotle & LADWP Sent Us A $3,000 Bill | GCP 1032 · Group Chat · Oct 12
- Possible SpaceX merger at a premium could lift Tesla shares.Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser · The Pomp Podcast · Oct 17
- Robotaxi and Optimus progress could drive upside for the stock.US Economy Report Card - The Real Estate Blood Bath Worsens, Bonds Show Strength, and Inflation Reports Loom | Money Moves · Millionaire Mindcast · Oct 14
- Robotaxi service is live in Tampa and a large property was leased for future expansion.Arrest Made at OpenAI · The Daily AI Show · Oct 14
Show 5 moreShow fewer
- Stock rallying on Roadster reveal with heavy call buying ahead of earnings.10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26 · Squawk on the Street · Oct 16
- Mission S and Roadster reveals generate strong enthusiasm among hosts.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Flying Roadster demo generated excitement, though hosts note it will be a limited, gimmicky release.Tesla’s Flying Roadster: What It Means for Pilots · Aviation Mentors · Oct 16
- Shares gained after NHTSA confirmed receipt of cybercab autonomous deployment filings.THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
- Pioneered a nationwide charging network that has become lucrative and reliable.Why the EV Charging Business Is Booming · WSJ Tech News Briefing · Oct 13
Bearish 10
- Hosts see it as the only Mag 7 stock showing bearish price action despite positive news.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Robotaxis reportedly violated school-zone speed limits and remote drivers caused minor collisions.Why Opportunity Charging Is Winning as Robot Fleets Scale · The Robot Report Podcast · Oct 16
- Hosts say Tesla lost China market share and is now exporting China-made EVs to Canada.Ep 306 Hour 2 26.10.15 · China Now · Oct 15
- Guest sees its robotaxi vision as a very faint future prospect in Europe.Europe’s Own Path to Autonomous Mobility | Lukas Neckermann · Autonomy Insiders · Oct 14
- Highest PE at about 225, earnings declining and estimates being cut.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Cited as an example of a richly priced stock with little room for positive surprises.THE MOST IMPORTANT THING SUMMARY (BY HOWARD MARKS) · The Swedish Investor · Oct 17
Show 4 moreShow fewer
- Stock sold off over 2% with heavy put volume and downside pressure.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
- Shares sold off about 1.7%, with heavy volume and the most active calls expiring worthless.The Hot Options Report: 10-12-2026 · The Options Insider Radio Network · Oct 13
- Shares dropped over 2% after the robot-car showcase failed to win investors over.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Fell $2.80 on high volume and sits near the at-the-money strike ahead of expiry.Hot Options Report: 10-13-2026 · The Options Insider Radio Network · Oct 13
Mixed 28
- Roadster reveal drew excitement but delivery is years away and practicality is questioned."You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish · TBPN · Oct 16
- Roadster hype and FSD praise versus delays and Musk attention concerns.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Roadster demo impressed viewers, but hosts doubt near-term practicality and the product timeline is long.Flying Cars, OpenAI Spies, Why AI Isn’t Sticking (Superhuman CEO) · This Week in Startups · Oct 17
- Walsh discusses it as a cult concept stock driven by liquidity and narrative rather than clear valuation.Hedge Fund Manager Joseph Walsh: Always Play Weaker Players · Odds on Open · Oct 15
- Optimus mentioned as having gone through many design iterations and scrapped designs.Dyna-2: General Purpose Physical Agents with Hour-Long Autonomy — Jason Ma, Dyna Robotics · Latent Space · Oct 13
- Valuation far exceeds car economics, though bulls were right on several points.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
Show 22 moreShow fewer
- Hosts were skeptical of its flying car demo and urged focus on full self-driving instead.Juicing AI with Photons · Behind the Markets Podcast · Oct 16
- Cramer believes Musk buying Tesla makes sense but prefers SpaceX.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Roadster reveal drew attention but shares fell and the stock trails the market this year.Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26 · The Exchange · Oct 16
- Roadster demo generated buzz but autonomy progress matters more to the long-term story.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Roadster reveal is limited-volume, with stock moves tied more to a possible SpaceX merger.Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · CNBC's "Fast Money" · Oct 15
- Roadster reveal excites, but limited volume and deliveries may not move the needle.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- Roadster demo is strong marketing, but a road-legal flying car by 2028 looks unlikely.Flying Cars, Smart Homes, and Cracks in the AI Boom · Motley Fool Hidden Gems Investing · Oct 16
- FSD European approval efforts face regulatory skepticism, though rename and Dumb Summon are seen as positives.If FSD Saves Lives, Why Isn't It Free? · Kilowatt: A Podcast about Electric Vehicles · Oct 12
- Roadster pricing and timing are hyped, but production is not until 2028 and specs remain unproven.We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN · TBPN · Oct 17
- Barclays suggests a Tesla-SpaceX merger could come before year end; prediction markets are skeptical.The Most Important AI News This Week Is Getting Overlooked · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 16
- Used as a comparison point for trusting self-driving vehicles with human lives.Everything Is AI Slop Now, Claude Found Hidden DNA, and Anthropic Built an AI Biology Lab · They Might Be Self-Aware: AI News & Culture · Oct 13
- Presented as the only EV maker consistently turning a profit, though valuation was not addressed.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Called the only EV maker consistently profitable, but EV economics remain tough.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Roadster demo was impressive, but delivery and deposit obligations remain uncertain.Oct 16:Bitcoin Magazine Faces Conflict-of-Interest Questions, · Daily Crypto News · Oct 16
- Shanghai wholesale growth driven by exports while China deliveries fell.ev.news China: BYD Seagull Opens Reservations For All-New Model, Geely Confirm Canada Entry & Li Auto Sets Launch For Bestseller | 12 Oct 2026 · ev.news · Oct 12
- Large manufacturing scale-up promise, but factory results and hand reliability remain hard to verify.Tesla Optimus vs Boston Dynamics Atlas: Which 2026 Humanoid Leads in Mobility and Useful Work? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 15
- Ambitious factory humanoid plan, but production is unproven and specifications remain unpublished.Tesla Optimus vs Unitree G1: Premium Factory Vision Meets Lower-Cost Humanoid Hardware · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 12
- Verticalizing component production for Optimus, but faces years-long factory build times.The Humanoid Robot Supply Chain Bottleneck · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 13
- Musk plans an AI chip factory in Texas, which could cut supplier reliance but needs big spending.Holiday Markets; Musk Chips; Trump Poll; BYD Shares; Cyberleek Memecoin; Amazon Decart; Oil Prices; Volkswagen Deliveries; Stock Movers · The Daily Business & Finance Show · Oct 12
- Roadster delayed nearly a decade; promised specs and pricing remain unproven, though reservations and halo appeal persist.Can Tesla’s New Roadster Live Up to Nearly a Decade of Hype? · WSJ Tech News Briefing · Oct 15
- Optimus has manufacturing promise but no public order path, verified task results, or sales date.Tesla Optimus vs Boston Dynamics Atlas: Which 2026 Humanoid Leads in Mobility and Useful Work? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 13
- Planned 3,000-acre Texas solar manufacturing facility could be highly disruptive but is unfunded.Solar+Storage now cheaper than Natural Gas · Solar News Weekly · Oct 12
Neutral 17
- Named as a humanoid competitor focused on homes and manufacturing.Why Defense Gets Humanoids Before Your Home Does: Skylark Labs' Amarjot Singh · Audrow Nash Podcast · Oct 13
- Discussed as a valuation thought experiment rather than a holding.100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · Talking Billions with Bogumil Baranowski · Oct 16
- Mentioned as a source of talent moving to rival humanoid startups.Robots Like Us - EP 92 Andrew Kiguel and Matt McMullen From Realbotix · Core Memory · Oct 14
- Musk's Roadster strategy is cited as an example of rejecting cost tradeoffs.Lessons from Napoleon, Steve Jobs, Joan of Arc & Other Leaders | Ben Wilson · David Senra · Oct 14
- Mentioned as a possible risk taker for self-driving vehicle product liability.Ep320 Mark Groenheide LIRG: Facts, Not Feelings · The Voice of Insurance · Oct 13
- Mentioned only as a Musk business headquartered in Texas.I Know Who Will Go Next in Trump's Reign of Chaos · Inside Trump's Head · Oct 18
Show 11 moreShow fewer
- Subject of the Roadster unveiling and the 2008 near-bankruptcy story; no investment view given.Why It Has To Be Elon Musk? · Deep Values · Oct 18
- Mentioned in passing for dropping building-integrated solar roofing products.They started a business on a podcast! Solar Credit Scores with Michael Roche | Part 2 · Sean White‘s Solar and Energy Storage Podcast · Oct 18
- Used as an analogy for product tiers and EV design comparisons.Eight Sleep Sells a $1,999 Mattress Cover. Beds Have Nothing to Do With Its Business · Behind the Brand with Bryan Elliott · Oct 12
- Flying roadster demo is not street legal and will not affect sales, per host.Anthropic Investors Push Back on IPO Valuation As Growth Slows · Nobody Special Finance · Oct 16
- Roadster demo was a spectacle with little near-term real-world application.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Optimus mentioned as an example of humanoid robot development.Physical AI is more than robots, says the Nvidia veteran now investing in it · Equity · Oct 16
- Mentioned in a self-driving car analogy.Lockheed Martin's Craig Martell and the Age of AI Development · Foreign Press Podcast · Oct 14
- Model phase-outs and robotaxi launch will be watched for demand and margins.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Cited as pioneer of regenerative braking energy capture, a historical reference.The Hidden Tax of Robot Energy Consumption · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 13
- Mentioned as an example of a firm building its own supply to avoid reliance on providers.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
- Unveiled a Roadster flying-car build, with production promised for 2028.A lousy week for tech stocks; Trump’s press secretary is out, and more · The World in Brief from The Economist · Oct 17
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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