TubeRank
TSLABullpending
Randy KirkRandy Kirk

Target Price

$1,000

we could go to a thousand in Tesla if and people forget the if part. They should be thousand by if robo taxi is scaling like crazy. If the car sales are going up because of FSD, right?

Thesis at the time

Bullish

Tesla is holding above $393 and pushing against $400 with technical strength. The bull case to $1,000 hinges on robotaxi scaling and FSD-driven car sales materializing, which would also lift the stock through the all-time-high zone above $437.

Key arguments

  • Tesla held above $393 and is positioned to break $400 if the Iran peace deal closes
  • Unsupervised robotaxi count in Texas at 38 with a path to 300+ by month-end
  • Anthropic deal to rent 300 MW of Colossus is worth $4-8B/year and brings xAI near break-even
  • Tesla Semi orders surging (1,000+ in California, plus Watt EZ and DHL), with diesel scarcity as a tailwind

Counter-arguments acknowledged

  • Tesla was rejected at $400 again today
  • Robotaxi rollout has been slower than originally projected

The call

Date said
May 7, 2026
Price at prediction
$398.73
Current price (live)
$378.90$621.10 below target
Confidence
medium
Specificity
specific

How it resolved

Status
pending

Confidence Reasoning

Explicit price target tied to two specific conditions (robotaxi scale + FSD sales). Speaker acknowledges the conditional nature explicitly.