TSLABullpending
Jo BhakdiTarget Range
$1,500–$3,000
“So then you are at 3,000 between $1,500 and $3,000 per share at a million robo taxis.”
Thesis at the time
Strongly BullishThe host is Tesla's largest core position and believes robotaxi/Cybercab scaling is not priced into the stock, arguing that a million robotaxis could generate massive earnings that would justify a much higher share price. He also states plainly that he expects Tesla stock to rise more than SpaceX going forward.
Key arguments
- 100,000 Cybercabs/robotaxis roughly double Tesla's free cash flow; a million robotaxis could generate $30-50 billion in earnings
- At a million robotaxis, Tesla would trade at a P/E of only ~20 while growing 100% a year, which the host calls 'absolutely not priced in'
- Tesla is described as the host's 'total focus' core stock alongside SpaceX
Hedges and caveats (from the video)
- Analysis based on emerging GPU rental marketplace data with limited historical precedent
- Acknowledges possibility of overbuilding and supply-demand imbalance as risk factors
- Speculative connection between compute pricing and stock performance not yet proven
The call
- Date said
- Sep 15, 2026
- Price at prediction
- $358.97
- Current price (live)
- $378.90$1,871.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price range given, but explicitly conditional on reaching a hypothetical future milestone (a million robotaxis) with no stated timeframe.
Source
AI Compute Prices RISE: How SpaceX And Nebius Stocks Benefit
Said on Sep 15, 2026Open on YouTube ↗