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Tesla (TSLA)

The call, on record

TSLA bullish call

Recorded from Jo Bhakdi’s public commentary. Review the evidence behind the call and its outcome.
TSLABullNot scored: deadline
Jo BhakdiJo Bhakdi

Target Price

$847

Submitted record · moderator reviewed. The quote is source evidence; the structured call and thesis are TubeRank’s interpretation.
Quoted text as recorded“My fair future value in December is 847.”@ 12:29 · open at this moment on YouTube ↗

Our interpretation

Source published
Sep 26, 2025
Timeframe
December 2025
Extracted deadline
Dec 31, 2025
Interpreted confidence
medium
Specificity
specific

Why this call is unscored

Status
Not scored: deadline
Notes
The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

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Evidence and source

Our summary of the thesis

Strongly Bullish

Structured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.

DCF-based fair future value is materially above current price, with robo-taxi scaling in 2026 and Optimus ramp in 2028 acting as forcing functions for major repricing.

Key arguments

  • Base-case robo-taxi fleet reaches 40,000 units in 2026, 100M by 2037 with 174B in additional EBITDA by 2030.
  • Optimus scales to 100,000 units in 2028 and 1 million by 2030, adding high free-cash-flow business.
  • Free cash flow reaches 7B in 2026, 100B in 2029, 1T in 2032 in base case.
  • FSD v14 coming and v15 likely Q1-Q2 2026, close to perfect operation.
  • 73% intrinsic upside today based on Sept fair future value of $747 vs $430 market price.

Counter-arguments acknowledged

  • If robo-taxi is delayed by a year, the whole model shifts by a year.
  • Bear case assumes everything goes wrong but model still looks okay.
  • Each city requires separate regulatory approval, slowing the ramp.

About this record

Reviewed by a moderator

Submitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.

Source published
Sep 26, 2025, 2:57 PM UTC
First recorded by TubeRank
Apr 20, 2026, 1:09 PM UTC
Record last updated
Oct 6, 2026, 6:32 AM UTC
Moderator review recorded
Apr 26, 2026, 9:32 AM UTC
Transcript provenance
YouTube captions (manual or automatic)
Recorded analysis processor/source label
manual_claude_session
This can identify a workflow rather than an exact AI model version.
Submission path version
manual_v1
Identifies the precomputed submission path. It does not identify an AI model version or imply human authorship.
Outcome methodology version
2026-10-06.5
Outcome reason code
unverified_stated_deadline
Publication is when the video was released; recording is when TubeRank added this call. They are not interchangeable. Legacy records can lack version and observation metadata. Dates are shown in UTC.
Recent record changes 4 shown
  1. Oct 6, 2026, 6:32 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.4

    After2026-10-06.5

  2. Oct 6, 2026, 5:14 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.2

    After2026-10-06.4

  3. Oct 6, 2026, 4:00 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.1

    After2026-10-06.2

  4. Oct 6, 2026, 3:27 AM UTC

    unverified stated deadline

    Outcome methodology version

    BeforeNot recorded

    After2026-10-06.1

    Direction-adjusted price movement (%)

    Before2.12

    AfterNot recorded

    Reference price

    Before440.4

    AfterNot recorded

    Recorded outcome date

    Before2025-12-31

    After2026-10-06

    Outcome explanation

    BeforeDeadline passed. Only 2% progress toward target $847. Price: $449.72.

    AfterThe stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

    Outcome price

    Before449.72

    AfterNot recorded

    Outcome reason

    BeforeNot recorded

    AfterUnverified stated deadline

    Outcome status

    Beforemiss

    Afterunverifiable

Showing up to 20 recent changes. The complete feed has 5 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.

Stored outcome evidence
Stored reference price
Not recorded
Not recorded · provider not recorded
Target as extracted
$847
Stated deadline as extracted
Dec 31, 2025
Recorded outcome date
Oct 6, 2026
Outcome price observation
Not recorded
Not recorded · provider not recorded

Stored explanation

The stored date is not supported by an unambiguous deadline in the source quote. Horizon labels and extracted dates alone cannot establish a promised window.

Missing timestamps, providers and versions are historical gaps. Stored observations can include daily closes; they do not show every intraday touch or prove an executable trade. Read the methodology.

Why we interpreted the confidence this way

Host explicitly labels this fair future value, not a price target, and says stock probably will not reach 847 this year.