TSLABullpending
Michael TylerTarget Price
$900
“I think Q1 to Q2 of next year, you're going to be like a 900 plus dollar stock for Tesla.”
Thesis at the time
BullishThe host believes Tesla is fundamentally healthy despite being down 40% from highs, citing robotaxi expansion, record order backlog, and Optimus production as catalysts. He views Tesla as a clear long-term second-derivative AI winner and expects a rally beginning after the midterms, with strong price targets into 2026 and 2027.
Key arguments
- Robotaxis operating in six cities with no accidents
- Largest car order backlog seen in years
- Optimus production lines starting with deliveries expected next year
- Tesla is viewed as a clear long-term AI winner, similar to companies built on top of the internet rather than the initial infrastructure providers
Counter-arguments acknowledged
- Low retail investor participation currently weighing on the stock
- SpaceX IPO and merger speculation creating uncertainty
- Stock could fall further into the low 200s if it breaks below 300
Hedges and caveats (from the video)
- INVEST AT YOUR OWN RISK AND NEVER LISTEN TO ANYTHING SAID IN THESE VIDEOS AS FINANCIAL ADVICE. BECAUSE ITS NOT.
- Market is currently in correction territory (Nasdaq down 10% from all-time highs)
- Outcome heavily dependent on upcoming Fed meeting and earnings results
- Wall Street sentiment on CapEx spending is unpredictable and shifting
The call
- Date said
- Jul 29, 2026
- Timeframe
- Q1 to Q2 of next year
- Deadline
- Jun 30, 2027
- Current price (live)
- $378.90$521.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Directional and specific price, but hedged with 'I think' and 'like', reducing certainty.
Source
Massive Move is Coming for Tesla Stock... (Nobody is Ready)
Said on Jul 29, 2026Open on YouTube ↗