TSLABullpending
Jo BhakdiTarget Price
$490
“I think this stock when you look at the technicals actually has a lot to run all the way to three uh to 490 in my opinion uh without any reason.”@ 1:58 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishTesla is positioned as the most attractive AI stock globally with unique capabilities in robotaxi technology, Optimus robots, and AI chip manufacturing. The company has made tremendous progress since December with Cybercab launching on time and FSD 14.3 rolling out, positioning it to capture multi-trillion dollar margin streams.
Key arguments
- Tesla has unique global robotaxi rollout capabilities and technology that no other company possesses
- AI5 chip completion makes Tesla the world's leading AI inference chip manufacturer
- Current AI4 chips are sufficient for achieving better-than-human safety for FSD, enabling robotaxi rollout
- Cybercabs are being produced and deployed daily from Austin Gigafactory
- Market sentiment has shifted to risk-on after Iran conflict resolution
Counter-arguments acknowledged
- Some speculation that robotaxi might need to wait for AI5 chip deployment
- Stock may be temporarily overstretched in the short term
Hedges and caveats (from the video)
- Acknowledges past predictions ('I warned everyone 400 is incoming') rather than new predictions
- States 'we don't need reasons to get back to all-time highs' - acknowledges speculative nature
- Notes 'tiny disappointments' in execution timeline
- Mentions external geopolitical factors (Iran situation) as primary driver
- Recognizes market sentiment shifts can be unpredictable
The call
- Date said
- Apr 15, 2026
- Price at prediction
- $364.20
- Current price (live)
- $378.90$111.10 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Strong conviction expressed with specific technical analysis backing and emphasis on 'without any reason' suggesting high confidence in the move