TSLABullpending
Jo BhakdiTarget Price
$740
“My fair value for Tesla, by the way, is 740 for the end of this year. That's not my stock price target.”
Thesis at the time
Strongly BullishThe speaker believes Tesla is dramatically undervalued relative to what he calls its true intrinsic value, citing a de-risked, stronger company than a year ago. He describes himself as extremely long the stock and expects it to have a hard time dropping strategically, though he acknowledges near-term volatility from broader AI market turmoil.
Key arguments
- Tesla is 'absolutely undervalued dramatically, technically, tactically, and strategically'
- The company is much stronger now with dramatic de-risking versus a year ago despite being at a lower stock price
- Strategically it is 'very unlikely to drop' given the current setup
Counter-arguments acknowledged
- The AI insanity might drop Tesla a little bit
- No one can predict tactical drops
Hedges and caveats (from the video)
- Speaker acknowledges this is speculative analysis of rapidly evolving political and corporate dynamics
- No specific price targets or directional calls provided for any assets
- Discussion centers on macro AI safety concerns rather than fundamental company analysis
- Speaker presents personal interpretation of tech leaders' motivations without financial recommendations
The call
- Date said
- Sep 13, 2026
- Timeframe
- by end of this year
- Deadline
- Dec 31, 2026
- Price at prediction
- $365.44
- Current price (live)
- $378.90$361.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
He states a specific number and timeframe but explicitly frames it as an intrinsic value estimate rather than a market price target, reducing actionable conviction.
Source
How ACCELERATION Impacts Tesla, SpaceX And AI Stocks
Said on Sep 13, 2026Open on YouTube ↗