TSLABullunverifiable
Jo Bhakdi“don't get me started on Tesla. I just had a conversation with Herbert. I mean Tesla is a total ridiculous buy because they are on track with Optimus.”
Thesis at the time
BullishJoe considers Tesla a 'ridiculous buy' long-term, citing Optimus progress and unpriced optionality in robotics, even though the stock has stagnated for years. He believes any robotaxi/Cybercab delay is inconsequential to the broader thesis.
Key arguments
- Tesla is on track with Optimus execution
- Enormous optionality in robotics not reflected in the stock price
- Stock hasn't moved much for years despite substantial progress
Counter-arguments acknowledged
- Cybercab/robotaxi rollout may slip to Q1 instead of Q4
Hedges and caveats (from the video)
- Acknowledges current brutal losses in semiconductor positions
- Notes personal trading is private and not through managed portfolios currently
- Recognizes extreme market volatility and crash conditions
- References Jim Cramer's contrarian indicator (dot-com bubble comparison) as a potential bottom signal
- Admits uncertainty about near-term price recovery despite bullish fundamentals
The call
- Date said
- Jul 28, 2026
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Strong conviction language ('total ridiculous buy') with concrete supporting rationale, though no price target or date given.
Source
Why Tomorrow Is PIVOTAL for Tesla, Micron And The Market
Said on Jul 28, 2026Open on YouTube ↗