Wall Street NORMIES flood Tesla stock: How we stay ahead
Overall SentimentBullishStrength: 85%
Overall Thesis
Bhakdi argues Wall Street 'normies' are finally waking up to Tesla's Optimus and FSD story, which changes stock dynamics from staircase-style catalyst repricings to a smoother linear path toward $10,000 per share by 2030. He sees fair value of around $600 in 2025 with high probability of overshoot, and views soft catalysts (FSD v13, OEM licensing) as increasingly price-moving.
Narratives
TSLATesla
Strongly BullishInstitutional adoption is breaking down Wall Street resistance and will smooth Tesla's path to a ~$10,000 share price by 2030, with a 2025 rational fair value near $600 that is likely to be exceeded significantly.
Key Arguments
- Major analysts (Adam Jonas, Deutsche Bank, Dan Ives) now pricing Optimus and FSD into Tesla targets.
- Price discovery shifts from staircase jumps to continuous ~80-100% CAGR toward 2030.
- Three waves of Optimus repricing: manufacturing, all industries, then geostrategic 'must-have'.
- FSD unlock will similarly run in two waves as governments accelerate approvals.
- 2025 rational fair value ~$600 but likely overshot due to momentum.
Predictions (1)
BullTarget: $10,0002030
pendingDetails
Analyzed with manual_claude_session | Extraction manual_v1 | Cost: —