Stock Talk · by João Pereira · 2026-08-27

TSLA is the stock I argue with even when I'm not holding it

I sold the last of mine a while back and yet somehow it still lives rent free in my head. The bull case is obvious: brand, manufacturing, optionality, maybe energy matters more than people think. The bear case is also obvious: competition, margins, personality risk, everyone already knows the story.

Feels like the cleanest example of a stock where your position ends up saying more about your tolerance for narrative than your spreadsheet.

3 sparks · 6 comments

Comments

Silver Coder · 16 likes

Every TSLA thread ends up being about the CEO and then nobody remembers to discuss inventory.

Luca Bianchi · 8 likes

Energy/storage gets hand-waved too much in my opinion.

João Pereira · 7 likes

Agreed it deserves more attention. I just struggle with what number to put on it without turning into a novelist.

Maksym Bondar · 6 likes

I was bullish the cars, bearish the multiple, and somehow still managed to lose money on options. Inspiring stuff.

Rohan Mehta · 2 likes

Owning TSLA is basically choosing a personality for six months.

Rohan Mehta · 2 likes

The company can execute and the stock can still be wrong for you. More people need that sentence tattooed on their app.