Company
Tesla
- Episodes
- 76
- Share
- 8.1%
- Shows
- 59
- Net sentiment
- +0.02
Up from 4.0% of episodes in the weeks before; net sentiment was +0.18.
Bullish 13Mixed 30Neutral 21Bearish 12
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Tesla. Longest episodes first.
Bullish 13
- Potential merger with SpaceX could bring a premium for shareholders.BTC Market Data, On-Chain Intelligence, Bitcoin Infrastructure | BMTV Oct. 21, 2026 · Bitcoin Magazine Podcast · Oct 21
- Hosts praise the Roadster demo and expect a bullish report with autonomy plans.The Markets Shifting, Buying A House, and The AI Bubble Impact | Money Moves · Millionaire Mindcast · Oct 21
- Cited as an early example of batteries and power electronics enabling a viable electric vehicle.Building our piece of the electric stack · Volts · Oct 23
- New models will ship with bidirectional charging enabled, expanding flexible EV load.Can distributed energy work around American utilities? · Volts · Oct 21
- Expected to become a leading EV maker and possibly merge with SpaceX, with storage ambitions.Neil Winward, AI and the potential bubbles impact on Consumers and Investors · Energy News Beat Podcast · Oct 21
- Ives sees a SpaceX merger as likely with a deal price well above current shares.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
Show 7 moreShow fewer
- FSD subscriptions and robotaxi progress seen as driving upside, despite a small share drop.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Possible merger with SpaceX and robotaxi progress support upside, though timelines are uncertain.SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26 · The Exchange · Oct 21
- Roadster demos and autonomous Grok-enabled features are portrayed as impressive, though the flying version is unproven.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- Possible merger with SpaceX could bring together robotics and AI capabilities.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- Stock rallied $5.65 and high-volume call activity was noted.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
- Generated positive free cash flow despite heavy AI and robotics investment.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Shares rose nearly 5% on positive free cash flow despite heavy AI and robotics investment.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
Bearish 12
- Guest calls valuation absurd relative to cumulative profits and says Musk destroys capital."Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" · Monetary Matters with Jack Farley · Oct 23
- Musk's autonomous driving timelines have repeatedly slipped.The End Is Nigh. Buy Here? · The Acquirers Podcast · Oct 22
- Flat revenue, 43% net income drop and extreme valuation multiple despite strong cash reserves.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
- Leno says Tesla faces competition and his own cars suffered blowouts.Jay Leno on Comedy, Supercars, and the State of Hollywood · TBPN · Oct 20
- Auto sales fell and valuation looks stretched, though free cash flow and margins improved.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Car sales losing share to Chinese EV makers; investors skeptical of flying car hype.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
Show 6 moreShow fewer
- Revenue grew 0%, with automotive and energy weakness.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Flat revenue, falling auto sales and dependence on unproven autonomy.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- Down about 5% pre-market in the broader AI-linked selloff.Oct 22: Is Bitcoin Running Out of Buyers? · Daily Crypto News · Oct 22
- Very high valuation relying on future robotaxi and humanoid promises, pricing pressure and no internal diversification.I Ranked The Mag 7, One Stood Out · Nanalyze · Oct 19
- Profit fell 43% and self-driving rollout was delayed again.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
- Quarterly profit fell 43% and slightly missed expectations, though revenue was roughly flat.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
Mixed 30
- Possible merger with SpaceX; hosts see valuation tied to robotics vision rather than car sales.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
- Possible merger with SpaceX; valuation split debated by analysts.The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand · TBPN · Oct 21
- Index-inclusion rally shows how index addition drives outsized price moves.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
- Strategic reallocation toward AI and robotics, but not yet free cash flow positive.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Positive free cash flow and Optimus progress offset flat revenue and possible SpaceX merger uncertainty.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- Possible merger with SpaceX raises fairness questions and a high shareholder approval bar.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
Show 24 moreShow fewer
- A merger could ease SpaceX financing, but a 0.6-0.7 share ratio may be unfavorable to Tesla holders.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Possible merger with SpaceX could bring synergies but dilute its car-business valuation.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
- Better-than-expected results and robotaxi growth, but shares fell and spending was cut.AI spending, Big Tech earnings and defense outlook 10/22/26 · Morning Call · Oct 22
- Auto revenue fell and capex was trimmed, with the SpaceX merger possibility overshadowing results.9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26 · Squawk on the Street · Oct 22
- Flat revenue and possible SpaceX merger, with growth needing new products like the semi and robots.10AM Hour: Stocks Dive as Oil Spikes, Reaction to Meta and Tesla Results, IBM CEO on Demand 10/22/26 · Squawk on the Street · Oct 22
- A merger with SpaceX could integrate AI and robotics but needs a high shareholder vote hurdle.10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Possible merger with SpaceX could bring capital and data but remains uncertain.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Possible all-stock merger with SpaceX raises questions about valuation, approvals and shareholder votes.9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26 · Squawk on the Street · Oct 21
- Roadster promises repeatedly missed and sales weak, yet Model 3 and Y still generate cash.Why Tesla needs its cars to fly · The Vergecast · Oct 22
- Significant China venture exposed to diplomatic and tariff risks.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- Shares fell despite better results; robotaxi and merger prospects drive debate.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
- Musk wants to merge it with SpaceX, a possibly defensive move with uncertain implications.How AI Regulation Could Help the Public—and Investors Too · WSJ's Take On the Week · Oct 25
- Possible merger with SpaceX raises questions about valuation and investor demand.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Guest is cautious on profitability but optimistic about innovation and possible SpaceX merger.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
- Listed as a model buy, yet he would not buy at current levels and calls it a stock to avoid.'Stocks Are Undervalued': 5 Stocks to Own, 5 to Avoid · Street Talk · Oct 19
- Possible merger with SpaceX faces high shareholder approval hurdles and valuation questions.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Shares rose on merger talk and its AI and Optimus pivot, though its year has been rough.Chinese Premier Li Qiang meets with Russian President Vladimir Putin · Global Business · Oct 22
- Possible merger with SpaceX raises questions about synergies and China manufacturing exposure.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Optimus has large production ambitions and early ramp, but lacks published specs, costs, and warehouse evidence.Tesla Optimus vs Agility Robotics Digit: A Deep 2026 Warehouse Readiness Test · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 22
- Stock rallied ahead of earnings and after-hours pop, but the 400 calls needed a big move to pay off.The Hot Options Report: 10-21-2026 · The Options Insider Radio Network · Oct 22
- Flying Roadster hype versus expensive stock; margins and cash flow will matter at earnings.Tesla's Flying Car, Alphabet's AI Moat & US Banks Earnings · Market Watch · Oct 19
- Weakening car and energy storage sales, but possible merger with SpaceX could reshape its control.Elon Musk’s $3.6tn gamble to merge SpaceX and Tesla · FT News Briefing · Oct 22
- Musk said a merger with SpaceX is under consideration by special committees.2026 October 25 Commuter Top Business Headlines l Audi Plans First U.S. Manufacturing Facility with Four… ~ Top Economist Challenges Optimism in Artificial Intelligence Amid… ~ Halloween Candy Sales Slow Down Due to High Chocolate Prices · The Commuter Top Headlines Podcast Network · Oct 25
- Potential synergies with SpaceX in AI and autonomy, offset by merger complexity and conflicts of interest.The Ask: What happens if the Musk Empire gets solidified with the Tesla/SpaceX merger? #SGToday · CNA938 Rewind · Oct 22
Neutral 21
- Discussed as a possible merger partner with SpaceX.Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304 · Moonshots with Peter Diamandis · Oct 21
- Discussed as a showcase of a flying nitrogen-powered Roadster concept.Meta Made A Frontier Model, Google Still Can't Even With Gemini 4 · Nerd Snipe with Theo and Ben · Oct 22
- Discussed mainly for its flashy roadster unveiling and speculation about a SpaceX merger.The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss · Money Matters with Dean Greenberg · Oct 19
- Compared to Clone's approach; its Optimus robot uses tendon-driven motor actuation.Anthropic Gives Away 5% of Its Shares, Clone’s Muscle Robot, ElevenLabs Steals Podcaster's Voice · This Week in Startups · Oct 20
- Mentioned as facing competition from Chinese auto makers.A Capital Revolution: From AI to EM · Behind the Markets Podcast · Oct 23
- Heavy options activity around a flashy robotics demo and upcoming earnings.The Option Block 1509: Race Cars, Top Hats and Cleveland Cliffs..Oh My! · The Options Insider Radio Network · Oct 19
Show 15 moreShow fewer
- Robotaxi fleets used as a thought experiment for self-owning autonomous assets.When AI Agents Start Managing Money - Lincoln Murr | ATC #634 · Around The Coin · Oct 21
- Mentioned only as an example of trusting AI assistance in driving at night.Charles (Charlie) Safran, MD, MS: 50 Years of AI in Medicine · Practical AI in Healthcare · Oct 25
- Used as an analogy for a loss-making company supported by investment and subsidy.#27 - Anthropic’s $2 Trillion IPO and the White House AI Accord Nobody Has to Follow · Signal Podcast · Oct 23
- Mentioned in passing regarding earnings reaction and full self-driving subscriptions.How Market Wizard Caps Risk And Neutralizes Drawdowns · Investing With IBD · Oct 21
- Musk's Roadster demo is treated as entertainment, not a financial signal.We spent 8 hours finding the best stuff on X. Here it is. · My First Million · Oct 23
- Cited as a fleet-learning analogy for how a robotics data flywheel could eventually work.Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots · Training Data · Oct 20
- Mentioned only as the maker of the self-driving car involved in a fatal pedestrian crash.HR. 2 – Echo Energy · The Power Trip · Oct 23
- Mentioned as Musk's past charity stock donation source.Your Colon Is The Real Victim · Armstrong & Getty On Demand · Oct 19
- Large weight in the consumer discretionary sector fund, noted for a strong day.Too Soon To Declare Victory In Tech Bounce? Amazon, Heartflow, Ethos In Focus · Stock Market Today With IBD · Oct 19
- Its flying car stunt was used as an example of viral, AI-generated marketing response.How to Build an E-Commerce Company With AI · AI Marketing · Oct 23
- Grid-scale and home batteries cited as a possible alternative to gas turbines for power.Episode 107 | The AI Bottlenecks: Memory, Chips, and Power · Market News with Rodney Lake · Oct 22
- Heavy options volume and a $13 gain, with the 370 strike expiring worthless.The Hot Options Report: 10-19-2026 · The Options Insider Radio Network · Oct 20
- Mentioned as the kind of large manufacturer that gets most automation news coverage.The Robot Tax That Is Actually Working · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 19
- Musk mentioned a possible future merger with Tesla, with no concrete details given.Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson · The Drill Down · Oct 20
- Its fast-charging network is expanding and opening to non-Tesla drivers.How Does America’s Cheapest EV Hold Up on a Road Trip? · WSJ Tech News Briefing · Oct 23
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial