TSLA bullish call by Curious Pejjy

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“But I think Tesla's winning here and I think they're going to keep winning here.”

Thesis at the time

Strongly Bullish

The host argues Tesla is experiencing extremely high demand, with vehicles sold out across nearly every major market for 2026 due to FSD adoption and improved economic conditions. He believes this demand strength, combined with expanding FSD approval across Europe and the growing Cybercab fleet in Austin, sets up a strong Q3/Q4 for the company.

Key arguments

Tesla is sold out for 2026 in the US and many other markets, with wait times stretching months in Canada, Europe, UK, Australia, and the Middle East
FSD is the primary driver of demand, cited as roughly 90% of the reason people buy Teslas over other EVs
Czech Republic became the 7th EU country to approve FSD, with expectations that most of Europe approves it soon after October 6th
Cybercab fleet in Austin has grown to 69 vehicles with continued rapid expansion and production of a new drive unit every 10 seconds
Tesla has consistently declined to license FSD to other automakers unless they can commit to millions of units, reinforcing its competitive moat

Counter-arguments acknowledged

Tariffs and Middle East conflict are headwinds that aren't helping demand
Uncertainty remains about whether automakers partnering with Nvidia for autonomy could erode Tesla's FSD licensing leverage

Hedges and caveats (from the video)

Acknowledges tariffs and Middle East conflict as headwinds
Notes production ramp-up for new Y series will take time
Mentions competition in China market
References analyst estimates showing below 470,000 Q3 deliveries (implying potential miss vs. production capacity)