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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.

Target Price

$388

AI-extracted record · awaiting moderator review. The quote is source evidence; the structured call and thesis are TubeRank’s interpretation.
Quoted text as recorded“Now I think we are pretty it's pretty safe to say we go going back to all-time highs by the end of the year probably much higher.”@ 5:05 · open at this moment on YouTube ↗

Our interpretation

Source published
Aug 23, 2026
Timeframe
by the end of the year
Extracted deadline
Dec 31, 2026
Stored reference price
$362.86
Interpreted confidence
medium
Specificity
specific

How it resolved

Status
hit
Resolution price
$388.56
Direction-adjusted price move
+7.1%

A comparison of price observations, not a trading return. Excludes fees, dividends, spread and execution costs.

Notes
The high of the completed regular session on 2026-10-09 crossed the stated threshold $388. The session date does not identify the trade time.

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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.

Jo believes Tesla is dramatically undervalued heading into the Cybercab commercial launch in Austin, citing years of tracked FSD/robotaxi progress, regulatory approvals in states like Nevada, and Waymo's inferior cost structure. He is running a highly leveraged short-put options strategy into the launch event while acknowledging macro risks (bonds, Iran, Fed) could disrupt the trade.

Key arguments

  • Cybercab commercial launch is confirmed for September 3rd in Austin after years of tracked progress
  • Tesla applied for and received approval for 5,000 robotaxis in Nevada versus Waymo's 1,000, showing Waymo cannot scale
  • Waymo's hardware costs ~$20,000-$55,000 more per car than Tesla's, giving Tesla a durable cost advantage
  • Stock is currently just closing a gap from the pre-earnings drop, not yet pricing in the launch catalyst
  • Long-term, robotaxi is described as the biggest cash cow once it scales and will re-rate the stock once financials reflect it

Counter-arguments acknowledged

  • Macro risks including rising bond yields, Japanese carry trade unwind, Iran sanctions, and Nvidia earnings could hurt the trade
  • The launch event could be a 'sell the news' event if the stock runs too far (e.g., to 420) beforehand
  • By ~2030 autonomy could be commoditized and Chinese makers like BYD/Xpeng may erode Tesla's hardware cost advantage

Hedges and caveats (from the video)

  • Creator acknowledges past prediction error on May Cybercab launch timing
  • Fair value model described as 'midpoint' with range implied but not fully detailed
  • Valuation model update promised for later in the week, suggesting current analysis is preliminary
  • Creator notes previous incorrect timing on Q2 earnings impact

About this record

Not yet reviewed by a moderator

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

Source published
Aug 23, 2026, 6:49 PM UTC
First recorded by TubeRank
Aug 24, 2026, 10:21 AM UTC
Record last updated
Oct 19, 2026, 6:30 AM UTC
Moderator review recorded
Not recorded
Transcript provenance
YouTube captions (manual or automatic)
Recorded analysis processor/source label
claude-sonnet-5
This can identify a workflow rather than an exact AI model version.
Extraction pipeline version
v1.0.0
Outcome methodology version
2026-10-18.1
Outcome reason code
target_observed_ohlc
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 6 shown
  1. Oct 19, 2026, 6:30 AM UTC

    target observed ohlc

    Evaluation kind

    BeforeNot recorded

    Aftertouch

    Outcome methodology version

    Before2026-10-06.5

    After2026-10-18.1

    Direction-adjusted price movement (%)

    BeforeNot recorded

    After7.08

    Recorded outcome date

    BeforeNot recorded

    After2026-10-09

    Outcome explanation

    BeforeNo target crossing is established inside the still-open stated window. Previous scores are withdrawn.

    AfterThe high of the completed regular session on 2026-10-09 crossed the stated threshold $388. The session date does not identify the trade time.

    Outcome observation time

    BeforeNot recorded

    After2026-10-09T00:00:00+00:00

    Outcome price

    BeforeNot recorded

    After388.56

    Outcome price source

    BeforeNot recorded

    Afteryahoo_daily_ohlc

    Outcome reason

    BeforeAwaiting target

    AfterTarget observed ohlc

    Outcome status

    Beforepending

    Afterhit

  2. Oct 6, 2026, 6:32 AM UTC

    corrected

    Outcome methodology version

    Before2026-10-06.4

    After2026-10-06.5

  3. Oct 6, 2026, 5:28 AM UTC

    corrected

    Source moment (seconds)

    BeforeNot recorded

    After305

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

    corrected

    Outcome methodology version

    Before2026-10-06.2

    After2026-10-06.4

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

    awaiting target

    Outcome methodology version

    Before2026-10-06.1

    After2026-10-06.2

    Reference price

    BeforeNot recorded

    After362.86

    Reference observation time

    BeforeNot recorded

    After2026-08-21T23:59:59.999+00:00

    Reference price source

    BeforeNot recorded

    Afteryahoo_daily

    Outcome explanation

    BeforeThe stated window is still open, but a valid reference observation is not yet available. Previous scores are withdrawn while evidence is collected.

    AfterNo target crossing is established inside the still-open stated window. Previous scores are withdrawn.

    Outcome reason

    BeforeAwaiting price evidence

    AfterAwaiting target

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

    awaiting price evidence

    Outcome methodology version

    BeforeNot recorded

    After2026-10-06.1

    Outcome explanation

    BeforeNot recorded

    AfterThe stated window is still open, but a valid reference observation is not yet available. Previous scores are withdrawn while evidence is collected.

    Outcome reason

    BeforeNot recorded

    AfterAwaiting price evidence

Showing up to 20 recent changes. The complete feed has 7 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
$362.86
Aug 21, 2026, 11:59 PM UTC · yahoo_daily
Target as extracted
$388
Stated deadline as extracted
Dec 31, 2026
Recorded outcome date
Oct 9, 2026
Outcome price observation
$388.56
Oct 9, 2026, 12:00 AM UTC · yahoo_daily_ohlc

Stored explanation

The high of the completed regular session on 2026-10-09 crossed the stated threshold $388. The session date does not identify the trade time.

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

Confident framing ('pretty safe to say') referencing the known all-time high near 388, with upside described vaguely as 'much higher'.