TSLABullpending
Jo BhakdiTarget Price
$10,900
“from a fundamental perspective the 2030 price Target is 10,900.”@ 1:23 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishAfter breaking 420 resistance, Tesla faces no technical ceiling into year-end; fundamental model supports ~$10,900 by 2030 and over $1,000 in 2025, with FSD v13 likely raising that target further.
Key arguments
- Stock broke through multi-year resistance at $420, clearing technical path higher.
- 2030 DCF-style target $10,900; 2025 short-term target significantly above $1,000.
- FSD v13 is a derisking event that could raise the 2030 target further.
- Optimus creates a multi-trillion-dollar revenue stream with a Tesla-specific AI moat.
- Near-term macro risk is low through December; Q1 2025 pullback is the main concern.
Counter-arguments acknowledged
- ~40% chance of a 10-20% Q1 2025 market pullback.
- Historic 15% retracements happen even in Tesla bull runs.
- Leverage via 2x ETFs underperforms promised 2x due to decay.
The call
- Date said
- Dec 16, 2024
- Timeframe
- 2030
- Deadline
- Dec 31, 2030
- Price at prediction
- $463.02
- Current price (live)
- $378.90$10,521.10 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Derived from his proprietary model; he says it may actually rise with FSD derisking.