Why Tesla Stock is Ready to SKYROCKET After Annual Meeting
Overall Thesis
Bhakdi reviews Tesla's annual shareholder meeting outcomes: Elon's comp package passed (75% vote), XAI investment approved, Cybercab scaling Q2 2026, 1 million Optimus production line confirmed at Fremont. Stock flat post-meeting confirming Bhakdi's nothing-burger prediction. He maintains May 2026 FCF inflection point, 40,000 robotaxis/cybercabs in 2026, and sees an epic year-end rally coming. Tesla could hit 500 or more this year, with full 2026 price prediction coming Monday.
Narratives
Annual meeting confirmed everything Bhakdi predicted: comp package passed 75%, XAI investment approved, Cybercab scaling Q2 2026, 1M Optimus line at Fremont with suppliers signing for 70K units next year. Tesla is evolving into a full-scale AI company including internal chip manufacturing. Bhakdi maintains May 2026 robotaxi inflection, 40K Cybercab deployment by end 2026, and targets TSLA at 2,000 next year (vs 500 on upcoming Monday video). Near-term he sees TSLA hitting 500+ this year on epic year-end rally.
Key Arguments
- Comp package passed with 75% vote (Bhakdi predicted 83%)
- Shareholders approved XAI investment
- FSD delivered 85% fewer crashes, 5,000 fewer fatalities, 2M fewer injuries in a year
- FSD 14.3 rolling out; expansion to Las Vegas, Phoenix, Dallas, Houston, Miami
- Safety drivers being removed in Austin robotaxis
- Tesla launching in-house chip fab - becoming vertically integrated AI company
- 1 million Optimus production line confirmed at Fremont, 10M at Giga Texas
- Chinese supplier leak suggests 70K-200K Optimus production next year
- Cybercab Q2 production confirmed; Roadster reveal April 1 2026
- SpaceX IPO possibility mentioned
- Semi truck ramp next year
- Market setting up for epic year-end rally with S&P to 7,500