TSLABullpending
Randy KirkTarget Range
$400–$440
“I think that the correct price for Tesla right now should be more like 400 to 440.”
Thesis at the time
BullishBoth hosts believe Tesla is currently undervalued after a sell-off driven mainly by retail investors, while institutions are accumulating shares ahead of potential catalysts like the CyberCab robo-taxi rollout and a possible Digital Optimus/AI4-chip monetization wave. They expect the stock to recover toward the $400s, and possibly back to $500, though they are uncertain on exact timing.
Key arguments
- Retail ownership has fallen from over 50% to around 15% while institutions are increasing their stakes, which the hosts view as a sign smart money sees the stock as undervalued.
- Reports suggest Tesla is preparing to roll out CyberCab robo-taxis in Austin imminently, with large numbers of vehicles already staged at Giga Texas.
- Rising used Tesla prices (higher than comparable new competitor models) signal strong demand and could support future leasing economics.
- Potential monetization of AI4 chips in cars via a car-based 'Digital Optimus'/Grok Bot compute-sharing model could be a major re-rating catalyst for Tesla.
- FSD is receiving increasingly positive independent reviews, which the hosts see as bullish for the autonomy narrative.
Counter-arguments acknowledged
- The hosts admit they don't know the exact timing of a potential Tesla-SpaceX merger or the CyberCab scale-up.
- Digital Optimus/AI4 chip monetization catalysts are contingent on execution and are described with conditional language ('if they roll out...').
Hedges and caveats (from the video)
- Host explicitly states uncertainty about merger timing: 'I don't know when it's going to come. I don't know if it's going to come.'
- Acknowledges lack of solid information: 'we really don't have any significantly good solid information in order to know'
- Notes previous failed prediction: Tesla Goober Mama's merger announcement prediction did not materialize
- Speculative nature of merger thesis: 'I just don't know if it is going to happen or not. Um or if it'll be this year. Maybe it'll be next year.'
- Relies on unconfirmed reporting from Information magazine and social media sources
The call
- Date said
- Aug 18, 2026
- Current price (live)
- $378.90$41.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Gives a specific price range reflecting conviction the stock is undervalued, but hedges with 'I think' and provides no concrete timeframe.
Source
Grok Bot, Macrohard, Digital Optimus, Cursor HUGE
Said on Aug 18, 2026Open on YouTube ↗