TSLABullunverifiable
Jo Bhakdi“I do think we end up my confidence that we hit all-time highs this year or higher even without crazy cyber cap deployments is very high.”
Thesis at the time
Strongly BullishJoe views Tesla as dramatically undervalued despite recent weakness, citing depressed sentiment, an unpriced Cybercab scaling catalyst, and a belief the stock will reclaim all-time highs this year. He describes increasing his Tesla exposure and endorsing a move out of Nvidia into Tesla.
Key arguments
- Tesla is down 20% year to date while Cybercab scaling and deployment is beginning, which he calls a very good buying opportunity
- Depressed sentiment from prior investors being burned is itself bullish because it means more buyers can re-enter
- He is heavier in Tesla than in SpaceX and describes himself as extremely bullish on Tesla
Counter-arguments acknowledged
- Tesla stock action was called 'atrocious' and 'pathetic' on the day of the broadcast
- Tesla carries old investor baggage from people who have been burned before
- Macro risks like a potential Fed rate hike and geopolitical tension could weigh on the broader market including Tesla
Hedges and caveats (from the video)
- Elon Musk's confidence statement is recent (20 hours prior) and subject to execution risk
- Satellite deployment timeline is speculative and dependent on technical feasibility
- Assumes AGI arrival by 2028 and training compute regulation by 2029
- Requires successful development of custom Vera Rubin space racks
- Depends on deployment of approximately 5,000 satellites for meaningful gigawatt-scale capacity
- Presenter acknowledges most people view this as 'science fiction'
The call
- Date said
- Sep 14, 2026
- Timeframe
- this year
- Deadline
- Dec 31, 2026
- Price at prediction
- $365.44
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Speaker explicitly states his confidence is 'very high' with certainty language and no hedging, though the target ('all-time highs') is not a specific dollar figure.
Source
Why SpaceX Will SKYROCKET After 2027
Said on Sep 14, 2026Open on YouTube ↗