TSLABullpending
Randy KirkTarget Price
$150
“I thought after the unlock, whatever happened with the unlock, we'd be back to 150 testing for the third time. we say 150 Monday or Tuesday probably.”
Thesis at the time
BullishThe hosts argue Tesla's stock is undervalued relative to what they see as inevitable progress on AI-driven robotaxi scaling, FSD improvements, and Grok-bot productivity gains. They expect near-term technical bounces and a possible breakout tied to index rebalancing and Starship-related catalysts, while acknowledging the token unlock and past robotaxi delays have weighed on the stock.
Key arguments
- Grok bot assistance could let each robotaxi monitor go from watching a handful of cars to 15-20 cars, accelerating the robotaxi scale-up
- September 18th index rebalancing typically creates buying pressure in the week prior
- FSD v14.3.7 is already showing fewer nags/interventions, suggesting maturing autonomy
- A potential Starship catch/launch event could act as a positive catalyst
- The token unlock event passed with lower-than-expected selling volume, seen as 'defanging' near-term downside risk
Counter-arguments acknowledged
- The stock had been 'dripping down' due to investor disappointment over delayed robotaxi rollout
- There is still uncertainty around how much hardware 3 vehicles can be upgraded via software compaction
- A bad Starship test result could be a negative surprise
Hedges and caveats (from the video)
- Video description mentions SpaceX as 'most undervalued' but SpaceX is private and not publicly tradable
- Discussion focuses on AI benchmarks and model comparisons without specific price targets or directional calls
- Conversation is exploratory and educational about AI capabilities rather than prescriptive investment guidance
- No specific entry/exit points or timing provided for any assets
The call
- Date said
- Aug 22, 2026
- Timeframe
- Monday or Tuesday
- Current price (live)
- $378.90✓ target met
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price target and near-term timeframe add confidence, but hedge words like 'probably' and acknowledgment that 'other people are saying by the end of the week' reduce certainty.
Source
When Will Tesla Bust Out?
Said on Aug 22, 2026Open on YouTube ↗