u/AlphaHouston1

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-10.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return -10.9% Long Return -10.9% Short Return -
Average Return
7d -0.1%
30d -3.0%
90d +4.2%
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Side
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First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 07
$411.11
-10.9%
Long Tesla on robotaxi, Optimus, energy, and manufacturing execution.
The author is long Tesla in their personal portfolio, claiming the stock can reach a $100T market cap via robotaxi autonomy, Optimus humanoid robots, energy storage, and a manufacturing flywheel. They cite Ark's $10T robotaxi TAM by 2030, Morgan Stanley/Citi humanoid robot TAM estimates, Musk's 100k Optimus units per month target, record 14.2 GWh energy storage deployment, and an Optimus factory targeting 10M units/year by 2027. The main stated risk is that every layer requires execution Tesla has not demonstrated at scale: FSD is not commercially deployed, Optimus Gen 3 is factory-only, Cybercab manufacturing is unproven, and BYD outsold Tesla globally in EVs for a second straight year.
Autos & EV
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u/AlphaHouston1 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TSLA.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology