TSLABullunverifiable
Randy Kirk“It looks to me like in Japan Tesla is just going to keep on keeping on. It's going to just get bigger and bigger like it has in so many of the uh you know like South Korea uh Taiwan etc.”
Thesis at the time
BullishRandy highlights Tesla Model Y's new sales record in Japan and frames it as part of a broader pattern of international growth already seen in South Korea and Taiwan. He also relays (without endorsing seriously) a set of long-range analyst price targets and a possible tariff-related tailwind from a new executive order affecting foreign grid equipment.
Key arguments
- Model Y topped Japan's foreign brand vehicle rankings for the first half of 2026, a first for the model
- Tesla has shown similar international growth patterns in South Korea and Taiwan
- A new Trump executive order targeting foreign-made bulk power equipment could favor Tesla since its transformer suppliers (e.g. South Korea) are not on the sanctioned list
Hedges and caveats (from the video)
- Price targets from 247 are presented as analyst projections, not guarantees
- Transcript cuts off mid-sentence regarding Nvidia details
- Commentary includes speculation about AI model political alignment and competitor positioning
- Executive order implementation details pending Department of Energy finalization within 120 days
The call
- Date said
- Aug 29, 2026
- Confidence
- medium
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Uses forward-looking certainty language ('going to') but is softened by a personal-opinion hedge ('it looks to me like') and has no specific target or timeframe.
Source
They Don't Come Any Bigger than This
Said on Aug 29, 2026Open on YouTube ↗