Gary Black says Tesla's communication problem is holding back its stock versus Apple
Investor Gary Black says Tesla's weak communications erode credibility and keep its shares from catching up with Apple, according to Stocktwits.
- published on Newsmetry
- original source published
the public page opens no earlier than 15 minutes after we detect the story. approved stories may reach the api sooner. connect the api →
what happened
Investor Gary Black, managing partner of The Future Fund LLC, said Tesla suffers from a "communications problem" that undermines its credibility despite strong products. He noted that over the past year Apple gained 33% while Tesla fell 17%, and over five years the gap is wider: 133% against 9%.
Black also questioned Tesla's FSD subscription data. He called the claim that more than 75% of North American deliveries in the third quarter included a paid FSD sign-up "clearly inflated" and urged the company to disclose how many customers keep their subscriptions three to six months after the free trial ends. According to Stocktwits, retail sentiment on TSLA shifted from bullish to bearish over the past 24 hours.
why it matters
For markets, this is largely one investor's opinion rather than new disclosure from Tesla. Still, the debate over FSD data quality matters for how investors weigh the autonomous driving business. Tesla shares are down 17% year to date, so confidence in the company's reporting may keep shaping sentiment around the stock.
tags
instruments
sources
- Tesla Stock Lags Apple Because Of ‘Communications Problem,’ Says Investor Gary Black — Stocktwits, 23 October 2026 at 21:11 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
the public page opens no earlier than 15 minutes after we detect the story. approved stories may reach the api sooner.
get stories in real time ↗