TSLABullpending
Jo BhakdiTarget Price
$450
“Tesla could run to 450 without any reason just because of this is being stopped.”@ 6:55 · open at this moment on YouTube ↗
Thesis at the time
BullishTesla is positioned for a significant rally if geopolitical tensions resolve, with the stock having fallen from $450 in February to current levels despite no fundamental deterioration. The speaker sees Tesla benefiting from both market recovery and company-specific catalysts including FSD 14.3 rollout and Cybercab manufacturing ramp.
Key arguments
- Tesla fell from $450 in February with no fundamental deterioration
- FSD 14.3 launching next week could be the commercial robotaxi version
- Cybercab manufacturing ramping up coinciding with FSD improvements
- Market sitting on 'coiled spring' due to Iran war holding back AI-driven bull market
- Maintains prediction of 1000+ robotaxis rolling out in April 2026
Counter-arguments acknowledged
- 25% tail risk if Trump escalates Iran conflict leading to market crash
- Current robotaxi tracker shows only 539 vehicles, not yet at 1000+ prediction
Hedges and caveats (from the video)
- Acknowledges uncertainty about presidential address outcome
- Recognizes two extreme geopolitical scenarios could unfold
- Notes current 6-month downtrend contradicts underlying bullish fundamentals
- Admits Iran war escalation was unexpected and unpredictable
The call
- Date said
- Apr 1, 2026
- Price at prediction
- $381.26
- Current price (live)
- $378.90$71.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Conditional on geopolitical resolution but based on previous price levels