Our biggest position ever reports Wednesday
Tesla and Alphabet report this week — and we already scored every print.
This is the biggest week of earnings season. The giants report — and two of them are ours.
Tesla (TSLA) reports Wednesday, after the close.
For us, this one is personal.
Tesla has been our single biggest model position since 2018. Through every headline, every sell-off, and every “EV demand is dead” story, our consumer-demand data kept telling us to hold.
That position is now up more than 1,800%.
But we don’t coast on a long-term winner. Every quarter, we re-read the demand — and this print is no different.
Heading into Wednesday, our Earnings Score on Tesla reads +19. That leans bullish. Under the bearish headlines, real consumer interest in the brand is holding up better than Wall Street expects.
And this quarter, a new force is showing up in the data — and you can watch it play out on social media right now.
It’s FSD. Tesla’s Full Self-Driving has quietly become the company’s best marketing tool. People take one ride and they’re hooked.
Here’s what they’re posting:
“Canceled the Rivian R2 pre-order today. I’m in love with my Tesla now. FSD has me so spoiled.” — @JVonFSDinMD
“My first ride with FSD was close to a religious conversion.” — @rbm411
Even our own co-founder, Andy, has sold two Model Ys to friends this month.
His take: people have no idea what’s coming for Tesla once the word gets out on FSD.
That’s not a Wall Street model.
That’s real demand — the kind that pulls buyers away from rivals and turns customers into a sales team.
It’s exactly what our data is built to catch, before it ever shows up in a delivery report.
And Tesla isn’t the only one. Alphabet (GOOGL) reports this week too, and its signal is even stronger at +39.
Across all 29 companies reporting, our board has already scored every one — before a word of guidance is spoken.
Here’s the edge in one line: while the rest of the market guesses, we walk in with a demand read on every print.
That’s the difference between reacting to the numbers Wednesday night and seeing the setup coming on Monday.
Want to see our full read — on Tesla, Alphabet, and every name reporting this week — live?
He’ll pull up the board, walk through Tesla’s setup, and show you exactly how we score a print before it happens.
No pressure, no pitch.
→ Book your 20 minutes with Landon
— The LikeFolio Team
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