TSLA bullish call by Jo Bhakdi

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“Core position should be maximized because Tesla is in a ridiculously cheap situation and will absolutely explode over the next 12 months.”

Thesis at the time

Strongly Bullish

The host frames the September 3rd Cybercab commercial launch as a historic milestone for autonomous vehicles and argues Tesla is dramatically undervalued given the pace of robotaxi production ramp. He believes near-term stock reaction is highly uncertain but skews more likely to the upside than downside, while his core long-term conviction remains that Tesla will see explosive growth over the next year.

Key arguments

Cybercab launch on September 3rd, 2026 marks the first real commercial, licensed autonomous vehicle operation, unlike competitors he calls 'fake'.
Production ramp at Giga Austin is accelerating rapidly, creating an inflection point in robotaxi deployment.
Tesla stock is 'ridiculously cheap' relative to its historical chart pattern and the scale of the autonomy opportunity.
Options positioning (balanced calls/puts) suggests the market has priced in uncertainty, with more upside risk than downside risk heading into the event.

Counter-arguments acknowledged

Short-term stock movement around the launch is very hard to predict due to unknown deployment scale.
The event could turn into a 'sell the rumor, sell the news' scenario.
Every pro and technical analyst he references expects the stock to drop, adding to uncertainty.

Hedges and caveats (from the video)

Acknowledges difficulty predicting specific stock price movement in the immediate term (tomorrow/Friday)
Uncertainty around launch scale (10 vs 100 units)
Notes the prediction is about long-term trajectory, not short-term stock performance
Admits the broader market may not immediately price in the significance