Skip to content
TubeRank.
Get app
Tesla (TSLA)

The call, on record

TSLA bullish call

Recorded from Jo Bhakdi’s public commentary. Review the evidence behind the call and its outcome.
TSLABullpending
Jo BhakdiJo Bhakdi

Target Price

$1,100

Submitted record · moderator reviewed. The quote is source evidence; the structured call and thesis are TubeRank’s interpretation.
Quoted text as recorded“The target price of end of next year of $1,100 per share.”@ 2:53 · open at this moment on YouTube ↗

Our interpretation

Source published
Mar 12, 2025
Timeframe
end of next year
Extracted deadline
Dec 31, 2026
Stored reference price
$230.58
Latest provider quote
$349.20As of Nov 5, 2026, 4:31 PM UTC. May be delayed; does not resolve this call.
Interpreted confidence
high
Specificity
specific

Tracking the outcome

Status
pending
Notes
No target crossing is established inside the still-open stated window. Previous scores are withdrawn.

How outcomes are decided · Report an error

Email me when this call is scored

We’ll email you the result of this call and of the other tracked TSLA calls as they resolve. No account needed.

Used only for these updates. Privacy

Follow Jo Bhakdi in the iPhone appEvery TSLA call on file

Evidence and source

How COMPETITION ensures Tesla’s VICTORY
Published on Mar 12, 2025@ 2:53Open on YouTube

Our summary of the thesis

Strongly Bullish

Structured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.

Tesla's fair value end-of-2025 is 654 and 1100 end-of-2026 with 82% of value coming from future robotaxi (35%) and Optimus (47%) cash flows, and the moat is cost-leading Cyber Cab hardware plus an Optimus IP App Store, not AI itself.

Key arguments

  • Fair future value share price end-2025 modeled at 654: 226 robotaxi + 310 Optimus + 119 core EV/energy
  • End-2026 target is 1100 if timelines hold
  • AI technology moat will commoditize by 2028 for robotaxi and 2030 for humanoid robots via open-source models
  • Real robotaxi moat is Cyber Cab hardware cost/performance plus install base scale - need millions by 2028 to lock in
  • Optimus moat is an 'App Store of Optimus' IP-capture framework that specialized manufacturers license their training into
  • Trust moat shuts out Chinese competitors from the Optimus IP play
  • Competition is good because it prevents Tesla decadence and forces Elon to execute timelines

Counter-arguments acknowledged

  • Waymo/Chinese competitors like the Wayve demo show real self-driving competition exists
  • Humanoid robot Chinese competitors are legitimate and growing
  • If Tesla only scales to 10,000 robotaxis by 2028 they are toasted
  • One-year delay shifts price targets out one year

About this record

Reviewed by a moderator

Submitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.

Source published
Mar 12, 2025, 3:01 PM UTC
First recorded by TubeRank
Apr 20, 2026, 1:44 PM UTC
Record last updated
Oct 6, 2026, 6:32 AM UTC
Moderator review recorded
Apr 26, 2026, 9:32 AM UTC
Transcript provenance
YouTube captions (manual or automatic)
Recorded analysis processor/source label
manual_claude_session
This can identify a workflow rather than an exact AI model version.
Submission path version
manual_v1
Identifies the precomputed submission path. It does not identify an AI model version or imply human authorship.
Outcome methodology version
2026-10-06.5
Outcome reason code
awaiting_target
Publication is when the video was released; recording is when TubeRank added this call. They are not interchangeable. Legacy records can lack version and observation metadata. Dates are shown in UTC.
Recent record changes 4 shown

  1. Oct 6, 2026, 6:32 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.4

    After2026-10-06.5

  2. Oct 6, 2026, 5:14 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.2

    After2026-10-06.4

  3. Oct 6, 2026, 4:00 AM UTC

    awaiting target

    Outcome methodology version

    Before2026-10-06.1

    After2026-10-06.2

    Reference price

    BeforeNot recorded

    After230.58

    Reference observation time

    BeforeNot recorded

    After2025-03-11T23:59:59.999+00:00

    Reference price source

    BeforeNot recorded

    Afteryahoo_daily

    Outcome explanation

    BeforeThe stated window is still open, but a valid reference observation is not yet available. Previous scores are withdrawn while evidence is collected.

    AfterNo target crossing is established inside the still-open stated window. Previous scores are withdrawn.

    Outcome reason

    BeforeAwaiting price evidence

    AfterAwaiting target

  4. Oct 6, 2026, 3:27 AM UTC

    awaiting price evidence

    Outcome methodology version

    BeforeNot recorded

    After2026-10-06.1

    Reference price

    Before248.09

    AfterNot recorded

    Outcome explanation

    BeforeNot recorded

    AfterThe stated window is still open, but a valid reference observation is not yet available. Previous scores are withdrawn while evidence is collected.

    Outcome reason

    BeforeNot recorded

    AfterAwaiting price evidence

Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.

Methodology and limitationsReport a correction

Why we interpreted the confidence this way

Stated explicitly as the model-derived end-2026 target, same framework as the 2025 target.

View full video analysisView YouTuber profile