TSLABullpending
Jo BhakdiTarget Price
$1,300
“they know if this continues this way in 2026 it's going to be 1,300.”@ 18:15 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishThe updated DCF model with lower robotaxi risk yields an expected Tesla price of $11,600 by 2030, with annual fair-value ramp implying $717 in 2025 and $1,300 in 2026, driven primarily by Optimus scaling to a 1 billion per year run rate by 2039.
Key arguments
- Robotaxi technology risk lowered from 30% to 15% after FSD v13 progress.
- Political risk lowered from 15% to 5% given Trump administration posture.
- Optimus at $12K RaaS undercuts advanced-nation factory labor by 80%.
- Wall Street will be forced to adopt this methodology because public YouTube/X models keep being right.
Counter-arguments acknowledged
- 2025-2027 ramp numbers are the decisive risk; failure to hit 100K robotaxis by 2028 would undermine the model.
- Optimus competition from China and Figure is higher risk than robotaxi.
The call
- Date said
- Jan 3, 2025
- Timeframe
- 2026
- Deadline
- Dec 31, 2026
- Price at prediction
- $410.44
- Current price (live)
- $378.90$921.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Stated as model-derived fair value for 2026.