Mon Aug-31 19:03:26
times in Europe/Lisbon
🚨 Alert #470 Wed Jul-22 16:50:21
Tesla Beat Wall Street's Delivery Estimate by Nearly 74,000 Vehicles Under Elon Musk
Tesla reported Q2 2026 vehicle deliveries of 480,126, beating Wall Street consensus estimates by approximately 74,000 units and marking a 25% year-over-year increase.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSLA | ○ skip | — | verdict FRESH, direction bullish -> buy TSLA (other: Tesla reported Q2 2026 vehicle deliveries of 480,126, beating Wall Street consensus estimates by approximately 74,000 units and marking a 25% year-over-year increase.) [skipped: signal conflict — wanted buy but open S1 sell TSLA exiting 2026-07-22] → close -1.37% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | - | ○ skip | — | no peer in universe |
| S4 | TSLA | ○ skip | — | overnight drift: buy TSLA at close, exit next close (other: Tesla reported Q2 2026 vehicle deliveries of 480,126, beating Wall Street consensus estimates by approximately 74,000 units and marking a 25% year-over-year increase.) [skipped at close: signal conflict — wanted buy but open S4 sell TSLA exiting 2026-07-23] |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.