TSLABullpending
Curious PejjyTarget Price
$400
“If that ends then I think the stock can go above 400.”@ 8:08 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishThe YouTuber is extremely bullish on Tesla, citing the AI5 chip tape-out milestone and Elon Musk's statement that AI4 is sufficient for robotaxi deployment. He believes FSD going global and strong Q2 deliveries will drive significant upside.
Key arguments
- AI5 chip has completed tape-out and is ready for mass production
- AI4 is sufficient for robotaxi deployment without waiting for AI5
- FSD is expanding globally to Europe, Australia, and South Korea
- Q2 deliveries expected to be strong
- Cybercab mass production starting
Counter-arguments acknowledged
- Middle East conflict could impact broader market sentiment
- Q1 earnings may not be great
Hedges and caveats (from the video)
- Geopolitical risks (Middle East conflict) affecting broader market
- Oil price volatility impacting market sentiment
- Q1 earnings expected to be weak
- Regulatory approval uncertainties for FSD in Europe and other regions
- Robotaxi timeline dependent on regulatory clearance
- Cyber Cab still in testing phase with steering wheels and pedals
The call
- Date said
- Apr 15, 2026
- Price at prediction
- $364.20
- Current price (live)
- $378.90$21.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Conditional statement dependent on Middle East conflict resolution, uses hedge words 'think' and 'can'