Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

TSLA Tesla Inc.

Equity Consumer Cyclical NASDAQ USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
1
Tracked In Watchlists
1
Personas Referencing
1
Latest Quote Snapshot
$271.40
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
15
Held Market Value
$4,071.00

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
TSLA close $271.40
Latest close $271.40
Window move +3.5%
Range $258.46 - $275.74
$272.13 $266.83 $261.53 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $269.99 $275.74 $266.08 $271.40 12,240,000 May 28, 2026 4:05 PM
May 27, 2026 $269.27 $273.88 $265.77 $269.97 9,810,000 May 27, 2026 4:00 PM
May 26, 2026 $268.26 $271.75 $264.37 $268.26 13,050,000 May 26, 2026 4:00 PM
May 25, 2026 $266.67 $270.94 $262.52 $265.98 10,620,000 May 25, 2026 4:00 PM
May 22, 2026 $263.62 $267.44 $258.46 $262.26 13,860,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Moonshots
High Risk
 Speculative Bets
Julio Marchi
 15 $271.40
Baseline seeded snapshots · May 28, 2026 4:05 PM
$4,071.00 +$246.00
+6.4%

Watchlist Presence

Speculative Radar
Speculative Bets · Julio Marchi
Medium Watching
Momentum-driven optionality if vehicle deliveries inflect.
Keep size small; catalyst quality is uneven.
Operating Plan
Edit Plan
Keep TSLA in a tightly managed speculative lane until deliveries and margin direction stabilize again.
Above entry zone Mapped to latest ingested price $271.40
$210.00 $285.00
Invalidate $210.00 Entry Low $215.00 Entry High $230.00 Trim $285.00 Current $271.40
Entry: +18.0% above zone Trim: +5.0% to target Risk: +22.6% cushion
Review Apr 22, 2026 40 days overdue Cadence 7d
Entry Zone $215.00 - $230.00
Trim $285.00
Invalidate $210.00
Monitor: Next review should focus on deliveries, gross margin, and whether energy storage can offset auto weakness.
Execution: No adds ahead of earnings; only revisit size if the business narrative improves and price reclaims the entry zone on ...
Added Jun 9, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

Upcoming & Active

TSLA Q1 2026 Earnings
Apr 22, 2026 · After Market Close · Seeded baseline
Tesla quarterly results. Delivery volume, margin trajectory, and energy storage backlog are the primary thesis checkpoints.
Earnings High Edit
TSLA Executive Departure Risk
Apr 5, 2026 · Seeded baseline
Elevated executive and key-person risk monitoring following recent leadership changes. Baseline attention flag for governance thesis.
Risk Alert High Edit

History

Date Type Title Importance Status Source
Apr 4, 2026 Analyst Revision TSLA Downgrade: Consensus Below Market Weight
Multiple analyst downgrades for TSLA following delivery miss and guidance red...
 High Completed Seeded baseline Edit
Apr 2, 2026 Guidance TSLA Delivery Guidance Reduction
Tesla reduced full-year delivery guidance below analyst consensus. Margin and...
 High Completed Seeded baseline Edit

Research Notes

+ Note All notes →
Thesis Risk Apr 2, 2026 Seeded baseline
Delivery Volume Miss Requires Thesis Revision
Tesla Q1 2026 deliveries came in materially below consensus. Management cited production transition and demand softness. The volume growth thesis requires downward revision.
Data Point Jan 29, 2026 Seeded baseline
Energy Storage Deployment Reached Record in Q4 FY2025
Tesla Megapack and Powerwall deployments reached a record in Q4 FY2025. Energy segment is now a meaningful offsetting thesis driver to automotive weakness.