TSLABullpending
Jo BhakdiTarget Price
$11,700
“my price Target roughly 11,700 by 2030 for Tesla.”@ 0:19 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishTesla is set up for a bullish 2025 driven by macro tailwinds in the first half, stacked fundamental catalysts from Optimus, FSD, and robotaxi, and an ultimate long-term trajectory toward around $11,700 by 2030.
Key arguments
- Tesla is roughly 2x beta to NASDAQ, so macro dominates 95% of stock movement.
- Fundstrat macro view suggests the market rallies toward mid-year then sees a Q3 pullback.
- Tesla has many stacked fundamental catalysts that could trigger asymmetric upside on the 5% of days it decouples from market.
- Best strategy is active trading around a core position, covered calls if overvalued short-term, never shorting.
Counter-arguments acknowledged
- Q3 historically dangerous and a mid-year mini-crash is possible.
- Earnings could produce a 10% drawdown but should not derail the thesis.
The call
- Date said
- Jan 21, 2025
- Timeframe
- by 2030
- Deadline
- Dec 31, 2030
- Price at prediction
- $424.07
- Current price (live)
- $378.90$11,321.10 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Stated as his own long-term price target with specific number and deadline.