TSLABullpending
Jo BhakdiTarget Price
$6,000
“my stock target is 6,000 for 2031 or something around there, 2030. End of 2030.”@ 33:34 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishTesla is positioned for a massive repricing once Cybertruck production scales and robotaxi deployment reaches tens of thousands of units. The speaker believes regulatory concerns are overblown given strong government support for autonomous vehicles as a national security priority.
Key arguments
- Cybertruck production ramp indicates unsupervised FSD inflection point in April
- Secretary of Transportation Sean Duffy prioritizes autonomous vehicles as national security issue
- Robotaxi scaling could generate $50,000+ margin per vehicle annually
- Tesla's vertical integration advantages in chip manufacturing and AI
- Massive TAM potential with hundreds of millions of robotaxis globally
Counter-arguments acknowledged
- Regulatory uncertainty around self-driving act
- Technology execution risk on full autonomy
- Potential delays in scaling timeline
Hedges and caveats (from the video)
- Regulatory uncertainty could delay or reset federal rulemaking by years
- Political changes in Congress could impact autonomous vehicle legislation timeline
- Cybertruck steering wheel design assumptions affect scaling timeline predictions
- April inflection point timing is speculative and dependent on regulatory approval
- National deployment and large-scale commercialization timelines are uncertain
The call
- Date said
- Mar 15, 2026
- Timeframe
- end of 2030
- Deadline
- Dec 31, 2030
- Price at prediction
- $395.56
- Current price (live)
- $378.90$5,621.10 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Personal stock target with specific timeframe, definitive language