Quoted text as recorded“In 2026 when the share price should be at 1,700 in my opinion.”@ 14:05 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Jun 2, 2025
- Timeframe
- 2026 fair share price
- Extracted deadline
- Dec 31, 2026
- 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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Our summary of the thesis
Strongly BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
Gary Black's sale of all Tesla on P/E grounds is a fundamental misunderstanding — P/E cannot capture a company about to unlock massive new cash flow streams from robotaxi and Optimus. Bhakdi's DCF model gives fair share prices of $1,000 in 2025 and $1,700 in 2026.
Key arguments
- P/E ratios are current/backward-looking and wrong for disruptive innovation.
- Tesla is a mega-startup unlocking two new revenue streams vastly larger than its core business.
- Robotaxi projection: 1,000 units in 2025, 100,000 in 2026, 750,000 in 2027, 2M in 2028.
- By 2028 EPS should be ~$19 (not $7 as Gary projects) due to exponential robotaxi effect.
- Waymo is a joke and no other company can compete; multi-trillion dollar TAM only Tesla can capture.
- ASI arrives latest in 24 months, completely disrupting auto market.
Counter-arguments acknowledged
- Gary's view that this valuation looks stretched on traditional metrics.
- Comparable-history argument — no $1T market cap company has had 100x forward PE.
- Predictability matters to portfolio managers for sizing positions.
About this record
Reviewed by a moderatorSubmitted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.
- Source published
- Jun 2, 2025, 4:25 PM UTC
- First recorded by TubeRank
- Apr 20, 2026, 1:34 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
Recent record changes 4 shown
Oct 6, 2026, 6:32 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.4
After2026-10-06.5
Oct 6, 2026, 5:14 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.2
After2026-10-06.4
Oct 6, 2026, 4:00 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:27 AM UTC
unverified stated deadline
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Reference price
Before342.69
AfterNot recorded
- Recorded outcome date
BeforeNot recorded
After2026-10-06
- Outcome explanation
BeforeNot recorded
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 reason
BeforeNot recorded
AfterUnverified stated deadline
- Outcome status
Beforepending
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
- $1,700
- Stated deadline as extracted
- Dec 31, 2026
- 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
Model-based target with explicit growth assumptions.