TSLA bullish call by Michael Tyler

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“I think this is a great opportunity to be adding positioning to Tesla, but you could fall further.”

Thesis at the time

Bullish

The host believes Tesla is fundamentally healthy despite being down 40% from highs, citing robotaxi expansion, record order backlog, and Optimus production as catalysts. He views Tesla as a clear long-term second-derivative AI winner and expects a rally beginning after the midterms, with strong price targets into 2026 and 2027.

Key arguments

Robotaxis operating in six cities with no accidents
Largest car order backlog seen in years
Optimus production lines starting with deliveries expected next year
Tesla is viewed as a clear long-term AI winner, similar to companies built on top of the internet rather than the initial infrastructure providers

Counter-arguments acknowledged

Low retail investor participation currently weighing on the stock
SpaceX IPO and merger speculation creating uncertainty
Stock could fall further into the low 200s if it breaks below 300

Hedges and caveats (from the video)

INVEST AT YOUR OWN RISK AND NEVER LISTEN TO ANYTHING SAID IN THESE VIDEOS AS FINANCIAL ADVICE. BECAUSE ITS NOT.
Market is currently in correction territory (Nasdaq down 10% from all-time highs)
Outcome heavily dependent on upcoming Fed meeting and earnings results
Wall Street sentiment on CapEx spending is unpredictable and shifting