TubeRank
TSLABullpending
Michael TylerMichael Tyler

Target Range

$500$600

I still think Tesla's going to be a five $600 stock by the end of this year.

Thesis at the time

Bullish

The host believes Tesla is fundamentally healthy despite being down 40% from highs, citing robotaxi expansion, record order backlog, and Optimus production as catalysts. He views Tesla as a clear long-term second-derivative AI winner and expects a rally beginning after the midterms, with strong price targets into 2026 and 2027.

Key arguments

  • Robotaxis operating in six cities with no accidents
  • Largest car order backlog seen in years
  • Optimus production lines starting with deliveries expected next year
  • Tesla is viewed as a clear long-term AI winner, similar to companies built on top of the internet rather than the initial infrastructure providers

Counter-arguments acknowledged

  • Low retail investor participation currently weighing on the stock
  • SpaceX IPO and merger speculation creating uncertainty
  • Stock could fall further into the low 200s if it breaks below 300

Hedges and caveats (from the video)

  • INVEST AT YOUR OWN RISK AND NEVER LISTEN TO ANYTHING SAID IN THESE VIDEOS AS FINANCIAL ADVICE. BECAUSE ITS NOT.
  • Market is currently in correction territory (Nasdaq down 10% from all-time highs)
  • Outcome heavily dependent on upcoming Fed meeting and earnings results
  • Wall Street sentiment on CapEx spending is unpredictable and shifting

The call

Date said
Jul 29, 2026
Timeframe
by the end of this year
Deadline
Dec 31, 2026
Current price (live)
$378.90$171.10 below target
Confidence
high
Specificity
specific

How it resolved

Status
pending

Confidence Reasoning

Reiterated conviction ('I still think'), specific price range and clear deadline, though softened slightly by 'I think'.