TSLABullunverifiable
Jo Bhakdi“I'm extremely long now. I'm extremely long Tesla, way above 100%.”
Thesis at the time
Strongly BullishThe speaker believes Tesla is dramatically undervalued relative to what he calls its true intrinsic value, citing a de-risked, stronger company than a year ago. He describes himself as extremely long the stock and expects it to have a hard time dropping strategically, though he acknowledges near-term volatility from broader AI market turmoil.
Key arguments
- Tesla is 'absolutely undervalued dramatically, technically, tactically, and strategically'
- The company is much stronger now with dramatic de-risking versus a year ago despite being at a lower stock price
- Strategically it is 'very unlikely to drop' given the current setup
Counter-arguments acknowledged
- The AI insanity might drop Tesla a little bit
- No one can predict tactical drops
Hedges and caveats (from the video)
- Speaker acknowledges this is speculative analysis of rapidly evolving political and corporate dynamics
- No specific price targets or directional calls provided for any assets
- Discussion centers on macro AI safety concerns rather than fundamental company analysis
- Speaker presents personal interpretation of tech leaders' motivations without financial recommendations
The call
- Date said
- Sep 13, 2026
- Price at prediction
- $365.44
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Strong personal-stake language ('extremely long', 'way above 100%') signals high conviction despite no specific price target.
Source
How ACCELERATION Impacts Tesla, SpaceX And AI Stocks
Said on Sep 13, 2026Open on YouTube ↗