TSLA · Tasha Keeney (ARK Invest)
Keeney said robotaxis would turn one-off car sales into recurring, software-like revenue and could push gross margins close to 60% over five years.
Original segment ↗Bloomberg · October 21, 2026
Stocks / Automotive
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Said the week of Tesla's October 21 earnings.
TSLA · George Noble (Former Fidelity fund manager)
Noble said Tesla has made about $38 billion in profit since it was founded, yet is valued at $1.5 trillion, and never earns its cost of capital.
Original interview ↗Monetary Matters · October 23, 2026
Editorial summaries of public statements. Dates belong to the cited sources; they are not trade execution dates.
Mkt cap $1.52T (11/2)β 2.0652w $297–490Shares 3.75BInd. Motor Vehicles & Passenger Car BodiesNasdaq since 2010Emp. 134,785HQ Austin, TXtesla.com
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Who’s talking about TSLA
80 long2 neutral53 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Michael Landsberg | Bearish | CNBC (uncut) | Tesla's valuation multiple is too difficult to justify even though its cars are appealing. |
| 2026-10-26 | Jackie Deangelis | Bullish | Fox Business (uncut) | Elon Musk will push a Tesla-SpaceX merger before the Trump administration ends, which is his best window for… |
| 2026-10-23 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | Steve Eisman (newest) | Tesla posted 0% revenue growth with no credible evidence of autonomous driving progress, and a potential… |
| 2026-10-23 | George NobleFormer Fidelity & hedge fund manager | Short | Monetary Matters | Tesla has generated only $38B in cumulative lifetime profits yet trades at $1.5T (14x revenues for an… |
| 2026-10-22 | Ben Kallo | Bullish | Bloomberg TV (uncut) | Tesla's robotaxi progress, rising Full Self-Driving subscriptions and recurring revenue potential support… |
| 2026-10-22 | Liam Denning | Bearish | Bloomberg TV (uncut) | Tesla is wildly overvalued at nearly 200 times forward earnings because its core auto business has not grown… |
| 2026-10-22 | Tom Narayan | Bullish | CNBC (uncut) | Tesla's superior full-self-driving technology is accelerating vehicle demand while its high-margin… |
| 2026-10-22 | Joe LonsdaleCo-founder, Palantir; managing partner, 8VC | Bullish | CNBC (uncut) | Tesla's robotics progress, top AI talent, and potential collaboration with SpaceX AI could make the combined… |
| 2026-10-22 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Fox Business (uncut) | Strong EV demand, sold-out Megapack capacity, improving margins and growing full-self-driving recurring… |
| 2026-10-22 | Ross Gerber | Bearish | Fox Business (uncut) | Tesla's difficulty scaling self-driving and Cybercab, distant Optimus prospects, constrained EV production… |
Show all 135 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC (uncut) | Tesla is transitioning from an EV company into a major AI platform, with a ~90% probability of merging with… |
| 2026-10-22 | Ben Kallo | Bullish | Bloomberg Surveillance | Tesla's CapEx reduction to ~$20B reflects disciplined capital deployment versus hyperscalers, not shrinking… |
| 2026-10-21 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC (uncut) | A highly probable SpaceX combination and Tesla's transition from an EV manufacturer into an… |
| 2026-10-21 | Bryn Talkington (Requisite)Managing Partner, Requisite Capital | Bullish | CNBC (uncut) | Tesla offers more upside than SpaceX over the next year because SpaceX is likely to acquire Tesla and… |
| 2026-10-21 | Tasha Keeney | Bullish | Bloomberg The Close | Tesla's vertically integrated manufacturing gives its robotaxi platform a cost and scaling advantage that… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Tesla's post-earnings reversal formed a shooting-star pattern and fell below its intraday 200-period average… |
| 2026-10-21 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | CNBC (uncut) | FSD miles driven grew 190% YoY in Q3 — an accelerating inflection versus prior quarters — and fundamentals… |
| 2026-10-21 | Jeff Kilburg | Bullish | CNBC (uncut) | Tesla is not just a car company but a distribution mechanism for AI/super-intelligence, with the Roadster… |
| 2026-10-21 | Marcus Lemonis | Bullish | Fox Business (uncut) | Tesla's cashflow is essential funding for Musk's AI/robotics ambitions (Optimus humanoid), and a potential… |
| 2026-10-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | CNBC (uncut) | Tesla should be owned because a prospective SpaceX merger could transform it from an EV company into a fully… |
| 2026-10-20 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | CNBC (uncut) | A Tesla-SpaceX combination is increasingly likely and would create a uniquely integrated AI company spanning… |
| 2026-10-19 | Keith FitzPrincipal, Fitz-Gerald Group | Bullish | Fox Business (uncut) | Market systematically misprices Tesla's optionality across AI, robotics, energy storage, and autos… |
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | Tesla's Optimus humanoid robot program—targeting 1 million units at $50K with $20K profit each—would generate… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bullish | Bloomberg Open Interest | A Tesla/SpaceX merger is inevitable given deep intellectual capital and talent sharing between the two… |
| 2026-10-15 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Tesla has become a de facto tracking stock for SpaceX; with a potential Tesla-SpaceX merger now the consensus… |
| 2026-10-02 | Ed ElsonCo-host, The Prof G Pod | Bearish | The Compound | Tesla's valuation is entirely dependent on Elon Musk's storytelling premium rather than fundamentals, and the… |
| 2026-09-16 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Livewire Markets | Tesla is the purest public-market expression of embodied AI — the convergence of robotics, energy storage… |
| 2026-09-15 | Aswath DamodaranProfessor of finance, NYU Stern | Neutral | BiggerPockets Money | Tesla has become a political play on top of a business play, and investing in a company where politics is now… |
| 2026-08-10 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Switzer Report | Tesla's robotaxi platform will account for 90% of its value in five years, and even halving ARK's robo-taxi… |
| 2026-07-27 | Tom HayesFounder & chairman, Great Hill Capital | Bearish | Fox Varney & Co | Tesla has lost its core auto business in China to domestic competitors, humanoid robots are unproven, and at… |
| 2026-07-25 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Matt Pocius on Tesla Stock & Money | Tesla is the top AI-related stock today because it combines robotaxi, the Optimus humanoid robot, and SpaceX… |
| 2026-07-25 | Matt PociusYouTube creator (SpaceX/Tesla commentary) | Bullish | Cathie Wood | Tesla is a core long as the primary publicly-traded vehicle for the eventual SpaceX-Tesla merger that Pocius… |
| 2026-07-24 | Ron BaronFounder & CEO, Baron Capital Management | Bullish | The Compound | Tesla's mission is renewable energy transformation not just EVs, and its vertical integration gives it a… |
| 2026-07-24 | Michael BaronCo-President & Portfolio Manager, Baron Capital | Bullish | The Compound | Tesla's competitive advantage is shifting from EVs (now contested by China) to humanoid robots where Optimus… |
| 2026-07-22 | Scott GallowayNYU Stern professor & podcast host | Bearish | Prof G Pod (Galloway) | Tesla's valuation was engineered beyond fundamentals via meme/cult dynamics and Goldman/JPM-backed IPO… |
| 2026-07-02 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | CNBC Television | A two-year EV winter has built pent-up demand that is now releasing, and even normalizing for gas-price… |
| 2026-06-29 | Andrew KangCEO, RoboStrategy | Bullish | The Compound | Tesla's planned 10-million-unit-per-year humanoid manufacturing facility gives it a dominant first-mover… |
| 2026-06-12 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Bloomberg Television | Tesla's valuation is driven by speculative Elon premium (Optimus robots, autonomous driving) rather than… |
| 2026-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Short | iConnections | Tesla trades at ~14x revenue solely on CEO-premium and unfulfilled promises (robotics, FSD); strip those out… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bearish | Cooper Academy | Tesla's $1 trillion valuation is unsupported by its $3.8B annual profit from cars, and the bull narrative… |
| 2026-05-22 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | SpaceX used $131M of shareholder funds to buy Cybertrucks at full retail with no volume discount… |
| 2026-05-19 | Jim ChanosShort seller — Chanos & Co (family office) | Short | TorontoWealthGroup | Tesla trades at ~300x earnings while its core auto business has been declining since 2022, with the bull case… |
| 2026-05-10 | Ale Ale S World Of StocksHost, Ale's World of Stocks (YouTube) | Bullish | Cathie Wood | Tesla is a long-duration AI and robotics play whose earnings could skyrocket from high-margin robotaxi… |
| 2026-05-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Podcasts | Tesla's vertical integration gives it the lowest cost structure in robo-taxi (~25 cents/mile vs Waymo's ~50%… |
| 2026-04-24 | David GardnerCo-founder, The Motley Fool | Bullish | Masters in Business | Tesla was a first mover in electric vehicles in an important emerging industry — Gardner bought in 2011 and… |
| 2026-04-23 | Itay MichaeliAuto & mobility analyst, TD Cowen | Bullish | Bloomberg Open Interest | FSD 'eyes-off' on consumer vehicles is the biggest near-term catalyst because it drives not just FSD… |
| 2026-03-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Podcasts | Tesla is the largest AI project on Earth, converging AI/robotics/energy storage into a robo-taxi platform… |
| 2026-03-20 | Gavin BakerFounder & CIO, Atreides Management | Bullish | iConnections | Tesla has superior AI vs Chinese competitors in humanoid robots because its autopilot already runs superhuman… |
| 2026-03-20 | Antonio GraciasFounder, CEO & CIO, Valor Equity Partners | Bullish | Gavin Baker | Tesla's Autopilot is the most advanced and token-efficient AI in the world today — doing the most complex… |
| 2026-03-17 | Julian RobinsCo-founder, partner & head of research, Fundsmith | Bearish | Terry Smith | Tesla's average ROCE is negative over the measurement period with only one profitable year as an exception… |
| 2026-03-02 | Howard MarksCo-chairman, Oaktree Capital | Bearish | Pepperdine University | Tesla trades at a much higher multiple than its Magnificent 7 peers while generating comparatively little… |
| 2026-02-27 | Aswath DamodaranProfessor of finance, NYU Stern | Bearish | Meb Faber | Tesla became a political investment where car purchase decisions are driven by political affiliation rather… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | Tesla's core EV business is in structural decline due to Chinese competition, while future narratives around… |
| 2026-01-29 | Ryan HendersonHead of Research, Fiscal.ai | Bearish | Chit Chat Stocks | Automotive revenues down 10% YoY, operating income at lowest since 2021, stock at 333x trailing earnings with… |
| 2026-01-26 | Eddie GhabourCo-founder & CEO, Key Advisors Wealth Management | Bullish | Fox Varney & Co | After months of consolidation, Tesla's robo-taxi announcement and accelerating European expansion are… |
| 2026-01-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Tesla's robotaxi cost structure is now estimated at 50% lower than Waymo's, giving it a decisive competitive… |
| 2026-01-16 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Tesla is transitioning from low-margin EV hardware (~15% gross margins) to a high-margin SaaS-like robotaxi… |
| 2025-12-20 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Tesla's core car business is shrinking with two consecutive years of declining sales and the 20M-unit-by-2030… |
| 2025-12-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Mohamed El-Erian | Tesla's autonomous robo-taxi rollout across 30 cities and volume production of Cybercabs from Gigafactory… |
| 2025-12-04 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Money Maze Podcast | Tesla is transitioning beyond EVs to robo taxis and humanoid robots, generating super-exponential growth as… |
| 2025-11-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Tesla's robotaxi launch and potential humanoid robot scaling, led by Musk's vision, can deliver 41% compound… |
| 2025-10-30 | Cathie WoodCEO & CIO, ARK Invest | Bullish | My First Million | Tesla is the largest AI project on Earth, positioned to capture the $8–10T autonomous robo-taxi market and a… |
| 2025-10-30 | Gavin BakerFounder & CIO, Atreides Management | Bullish | a16z | Humanoid robotics is very real and will mirror the Tesla-vs-China dynamic in EVs, with Optimus impressing… |
| 2025-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | The Compound | Elon Musk has successfully shifted Tesla's narrative from auto sales to robotics, autonomous driving, and… |
| 2025-10-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | AI5 chip (40x improvement over AI4, eliminates discrete GPU and ISP) combined with energy business at… |
| 2025-10-22 | Barb | Bearish | CNBC Closing Bell Overtime | Tesla trades at 250+ forward PE on unproven robo taxi/AI/robot thesis Barb does not believe in, while 80% of… |
| 2025-10-14 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All-In Podcast | Convergence of robotics, energy storage, and AI across both the robo-taxi and humanoid-robot platforms… |
| 2025-09-21 | Cliff AsnessCo-founder/CIO, AQR Capital | Bearish | interview | Tesla's valuation reflects cultish mob sentiment and social-media reinforcement loops more than fundamentals… |
| 2025-08-10 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Tesla trades at ~95x forward earnings purely on Musk's robo-taxi/AI narrative while global deliveries are in… |
| 2025-07-28 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Tesla's Optimus humanoid robot at 1 million units per year by 2028 at $30K gross profit per unit generates… |
| 2025-07-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Cooper Academy | Tesla's autonomous robotaxi network targets an $8-10T revenue ecosystem at ~$0.25/mile versus Uber's… |
| 2025-07-18 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Extreme sentiment negativity around Elon Musk from both political sides, high short interest in ARK (which… |
| 2025-07-11 | Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group | Neutral | Wealthion | Elon Musk's political distractions and brand damage introduce unpredictable risk to Tesla's business even… |
| 2025-07-10 | Marc FaberEditor, Gloom Boom & Doom Report | Bearish | Wealthion | Tesla's valuation is in bubble territory relative to other auto manufacturers — it makes a product with… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | Tesla is the only player building a general-purpose AI network for physical robotics and mobility autonomy —… |
| 2025-06-26 | David WooIndependent macro strategist (ex-BofA) | Bearish | Wealthion | Tesla is priced as a robo-taxi and robotics winner but five Chinese companies already have deployed… |
| 2025-06-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Tesla has the best vision models, gains XAI LLM/reasoning capability, can run on Dojo, and sits at the center… |
| 2025-06-24 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Tesla is the best-positioned company on Earth for the humanoid robotics opportunity — a low-probability… |
| 2025-06-24 | Unknown | Bullish | All-In Podcast | Tesla's full vertical integration from silicon to model to hardware creates the best platform for… |
| 2025-06-21 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Tesla is building the most complete vertically integrated AI stack — best vision models, XAI LLMs, Dojo… |
| 2025-06-21 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | Tesla is uniquely positioned to capture the humanoid robotics opportunity — a low-probability but… |
| 2025-06-21 | Thomas LaffontCo-founder, Coatue Management | Bullish | All-In Podcast | Tesla has the greatest potential for vertical integration from silicon through model to physical hardware… |
| 2025-06-13 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | After auditing Tesla's Dojo and Optimus teams in person, the scale of execution and quality of talent Musk… |
| 2025-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Bloomberg Television | Pending House legislation eliminates $7,500 EV customer credits, ZEV emissions-credit sales, and solar IRA… |
| 2025-06-11 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Bloomberg Podcasts | Pending House legislation removes Tesla's $7,500-per-vehicle EV customer tax credit, the ZEV/emissions… |
| 2025-06-05 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Forbes | Tesla remains a short position consistent with Chanos's long-standing thesis, with recent price action… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Tesla is the largest AI project on Earth, with the robotaxi platform alone (estimated $8-10T global revenue… |
| 2025-03-26 | Le ShrubCIO, family office (Monaco) | Bearish | Forward Guidance | European pension funds will be forced to sell Tesla as Elon Musk's political positioning makes it ESG-toxic… |
| 2025-03-14 | Terry SmithFounder & CIO, Fundsmith | Bearish | Fundsmith LLP UK | Tesla at 99x earnings is uninvestable because stripping away all narratives it is fundamentally an auto… |
| 2025-03-07 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Tesla's competitive position is actually strengthening despite the selloff, and its robotics leadership gives… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Autonomous vehicles and Optimus humanoid robots will dwarf the EV business; cyber cabs launching unassisted… |
| 2024-10-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | RankiaPro | Tesla is running the world's largest AI project and autonomous robotaxi will convert its business into a SaaS… |
| 2024-07-03 | Dan IvesTech analyst, Wedbush Securities | Bullish | Bloomberg Surveillance | Robotaxi day on August 8 is a historic inflection point; FSD and autonomous driving make Tesla the most… |
| 2024-04-05 | Rob ArnottFounder & chairman, Research Affiliates | Bearish | Research Affiliates | Kathy Wood's $3,000 Tesla target requires 89% annual growth for five years — a 25x expansion in half the time… |
| 2024-02-23 | Antonio GraciasFounder, CEO & CIO, Valor Equity Partners | Bullish | Gavin Baker | Tesla's FSD v12 drives like a human and Optimus creates a closed reinforcement-learning loop between driving… |
| 2024-02-04 | Brett WintonChief futurist, ARK Invest | Bullish | Cathie Wood | Tesla's robotaxi platform is a 'when not if' outcome that can scale rapidly on its existing vehicle… |
| 2023-09-16 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Short | The Investor’s Podcast | At approaching $1T market cap, Tesla's valuation embeds implausible outcomes — FSD regulatory approval… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Bill Gates has a well-known short position in Tesla, which Pabrai referenced without disagreement, though… |
| 2023-08-05 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Tesla, a manufacturing company, trades at ~10x revenues — the same extreme multiple as Sun Microsystems at… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | The Meb Faber Show | Tesla routinely produces material misstatements and deceptions that are explained away by investors during… |
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Jeremy Lefebvre Makes Money | Tesla's gross margins are declining from high 20s to high teens as the EV price war intensifies, competition… |
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | Tesla's gross margins are collapsing from high-20s toward high-teens as price wars intensify, China—where… |
| 2023-01-07 | Carleton EnglishSVP, Prosek Partners; former Barron's writer | Bullish | Barron's Roundtable | Tesla has reset to a reasonable 20x forward earnings (in line with Pepsi/Visa) after a brutal year, while its… |
| 2023-01-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Savvy Finance | ARK bought 176,000+ Tesla shares after a 12% plunge on missed delivery estimates, reaffirming conviction… |
| 2022-12-31 | Cathie WoodCEO & CIO, ARK Invest | Bullish | FINANCE INSIDER | Tesla is a high-conviction holding being added to during the downturn because electric vehicles and… |
| 2022-10-17 | Bryn Talkington (Requisite)Managing Partner, Requisite Capital | Bearish | CNBC Halftime Committee | Tesla has broken down against multi-year technical support going back to 2017, is expensive on valuation, and… |
| 2022-09-11 | Chamath PalihapitiyaFounder, Social Capital | Bullish | Sohn Investment Conference | Tesla is driving a transformational shift in energy and addressing climate change, and despite a slower start… |
| 2022-04-25 | Josh WolfeCo-founder, Lux Capital | Bearish | Srivatsan Prakash | Concerns about Elon Musk's truthfulness and accounting practices at Tesla create governance and valuation… |
| 2022-02-24 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bearish | Chris Cole | Tesla's market cap exceeds the combined value of all other automakers despite having a fraction of their… |
| 2021-10-28 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The Business Brew | ARK's $3,000 price target is mathematically impossible when revenues from each Tesla subsidiary are modeled… |
| 2021-10-24 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | Tesla's cylindrical battery cells ride the consumer-electronics cost curve (Wright's Law), giving it a 3+… |
| 2021-09-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | Tesla has four compounding barriers to entry — proprietary AI chip, lowest battery costs, largest autonomous… |
| 2021-07-21 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Short | Planet MicroCap | ARK's $3,000 price target implies a ~$3T market cap on a company doing $31B in revenue, resting on robo-taxi… |
| 2021-04-25 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The Intrinsic Value Podcast | Tesla's valuation is stretched in a manner resembling late-1990s tech euphoria, with retail bulls exhibiting… |
| 2021-04-23 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bearish | Mutiny Funds | Dealers who accumulated long TSLA stock as a delta hedge against massive short-call exposure must… |
| 2021-03-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Fritz | Tesla leads the EV transition in the US and China with the strongest brand and technology while the overall… |
| 2021-02-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Wallstreetbets | Battery cost declines imply a ~20x increase in global EV sales by 2023, and Tesla's autonomous driving… |
| 2021-02-18 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Disruptive Innovations | Autonomous taxi is a winner-take-most market and Tesla's aggressive investment posture makes it the… |
| 2020-12-18 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Television | Tesla remains a viable long-term holding capable of contributing significant portfolio returns, though… |
| 2020-12-12 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Real Vision Presents | Chanos sees Tesla differently from consensus and maintains an active short despite the position being roughly… |
| 2020-10-19 | Rob ArnottFounder & chairman, Research Affiliates | Bearish | The Meb Faber Show | Tesla's valuation requires heroic future cash flows that have failed to materialize for seven years despite… |
| 2020-09-22 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Motivation 2 Invest | Tesla's battery cost is 3-4 years ahead of all auto competitors, its proprietary AI chip is 4 years ahead of… |
| 2020-04-02 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | Tesla is a car company that will lose money again this year; analysts are making dramatic 2021 EPS cuts… |
| 2020-03-12 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bearish | Chris Cole | Tesla's price action is unjustifiable on fundamentals and its vol term structure is dramatically steeper than… |
| 2020-02-14 | Mike NovogratzFounder/CEO, Galaxy Digital | Bearish | CNBC Television | Tesla's parabolic retail-FOMO-driven surge — punctuated by monster volume spikes and 'should I buy Tesla'… |
| 2020-01-30 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | Stansberry Research | Tesla's profitable Q3 and positive cash flow blew a hole in the bear thesis of ongoing losses and demand… |
| 2019-12-16 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Hedgeye | Tesla is an auto OEM trading at 6-7x peer valuations on future product promises while core North American… |
| 2019-09-30 | Josh WolfeCo-founder, Lux Capital | Short | Real Vision Presents | Tesla's valuations are, in Wolfe's view, insane, and the company faces a potential liquidity crunch that… |
| 2019-04-05 | Terry SmithFounder & CIO, Fundsmith | Bearish | MeDirect Bank Malta | Tesla cannot pass the primary investment screen of high return on capital employed because it generates no… |
| 2019-02-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Anthony Pompliano | Tesla is 3+ years ahead of any auto rival via its lowest-cost cylindrical battery tech, proprietary AI chip… |
| 2018-12-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Tesla is leading the development of autonomous taxi networks, which will dramatically increase EV… |
| 2018-10-31 | Marc LasryCEO, Avenue Capital Group | Bullish | Bloomberg Television | Tesla's $40B+ equity cushion makes its 90-day trade receivables essentially risk-free, but irrational market… |
| 2018-06-28 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bearish | Empire Financial Research | After years of being a widow-maker short that destroyed nearly every short seller, Tesla may have finally… |
| 2018-02-07 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Simply explained | Tesla is a capital-intensive auto OEM that loses money even on $100K vehicles, relies on continuous dilutive… |
| 2016-01-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Tesla is riding down the consumer-electronics small-cell battery cost curve—a trajectory large OEMs missed by… |
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Earnings
Next report: 26 Jan 2027 after the close
Confirmed date · consensus EPS 0.46. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | after the close | 0.48 vs 0.44 | -0.1% |
The options tape
Notable options days
Sessions in the last 120 where TSLA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 2 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-07-23 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
TSLA on the Wheel
TSLA did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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