TSLABullpending
Jo BhakdiTarget Price
$350
“My highest conviction is that Tesla will have a very hard time going down from here. Very hard time going under 350.”
Thesis at the time
BullishThe host believes Tesla is the leading embodied/physical AI company and will benefit from the broader AI compute buildout he sees accelerating into 2027. He has a large personal options position betting Tesla holds above the 350-360 range, though he expresses lower conviction about a near-term move to 400.
Key arguments
- Tesla is positioned as the world's leading physical/embodied AI company and benefits from the AI compute buildout narrative
- Host is selling puts stacked around the 360 strike, implying strong conviction the stock holds above that level
- Believes there will be a strong upward move within the next few months due to AI tailwinds
Counter-arguments acknowledged
- Tesla may fail the NHTSA audit and be capped at roughly 2,500 cybercabs, creating a regulatory headwind
- Cybercab scaling could be slower than hoped, and the regulatory battle could persist for three to four months
Hedges and caveats (from the video)
- Elon Musk's prediction is framed as a 'guess' rather than certainty
- Acknowledges that attribution of GDP growth to AI specifically cannot be definitively proven
- No specific stock or asset ticker predictions provided
- Prediction is macro-level economic growth rather than individual security performance
The call
- Date said
- Sep 18, 2026
- Price at prediction
- $366.20
- Current price (live)
- $378.90✓ target met
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Speaker explicitly calls this his 'highest conviction' with a specific price floor.
Source
Why Elon Musk Says Economic Growth Will DOUBLE in 2027
Said on Sep 18, 2026Open on YouTube ↗