TubeRank
TSLABullpending
Michael TylerMichael Tyler

Target Range

$430$450

A breakout could land Tesla in the 430 to 450 range would be my view.

Thesis at the time

Bullish

The speaker sees Tesla as being in a technical coil that could break out to the 430-450 range around the Fed meeting and quad witching, and remains structurally bullish long-term due to Robotaxi and Optimus, targeting $1,000 by the end of next year. However, he warns that if the Iran war does not end, a broader Fed-hike-driven AI trade slowdown could eventually trigger a violent crash for Tesla and the market after an initial rally.

Key arguments

  • Tesla has been coiling since its late-July low for 5-6 weeks, which historically precedes a breakout
  • Falling Treasury yields after a Fed hike could be short-term positive for Tesla
  • Robotaxi and Optimus rollout support a long-term bullish thesis distinct from the AI hardware trade
  • Wall Street is rotating away from hardware capex names toward long-term AI winners like Tesla

Counter-arguments acknowledged

  • If multiple Fed hikes materialize and yields stay elevated, that pressures anything tied to lending/economy including Tesla
  • If we enter a recession, Tesla would not be spared

Hedges and caveats (from the video)

  • INVEST AT YOUR OWN RISK
  • NOT FINANCIAL ADVICE
  • Short-term rally is not sustainable
  • Earnings growth heavily concentrated in AI-related stocks
  • Real economy fundamentals are weaker than headline numbers suggest
  • Political pressure on AI sector could impact valuations

The call

Date said
Sep 12, 2026
Timeframe
after Wednesday Fed meeting heading into quad witching Friday
Price at prediction
$365.44
Current price (live)
$378.90$61.10 below target
Confidence
medium
Specificity
specific

How it resolved

Status
pending

Confidence Reasoning

Specific price range given but hedged with 'could' and 'would be my view'.