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$TSLA has a much harder time falling from here than it does going up. Cybercab is scaling in real time. Registrations keep climbing, new deployments every week, and almost none of that progress is reflected in the price. When a stock trades below what its fundamentals are building toward,... show more

Jo Bhakdi

39,957 subscribers

11,893 views • 11 days ago •via X (Twitter)

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19 Comments

Elon - Tesla Traitor11 days ago

Every one is expecting it - after seeing q2 deliveries , stock plummeted but that was from $430 now we are at $350 - huge difference in stock price $TSLA is beaten badly for space-x and @elonmusk politics to underperform $TSLA Retrospect -why $TSLA traded $490 in 2024 & 2025

DrGad 💔11 days ago

The problem that TSLA has is that robotaxis are already priced in

FSD Johnny Mac11 days ago

Cybercab is not scaling to say so is an exaggeration when they have less than 100 in one city

Reason10 days ago

This is excellent point - for those who have been patient with Tesla stock for a long time - one thing to remember is that while the upside is getting delayed, downside from here is very limited (outside of market crashes that impact all stocks).

Eric Mattei11 days ago

Hi Joe, was able to snap a photo of a CyberCab at the intersection of Mira Mesa Blvd and Pacific Heights Blvd. San Diego, CA. Enjoy! I'm buying on the dip. Also, does Tesla China have any lockup with Tesla USA and can that be an obstacle with a SpaceX merger?

james mu11 days ago

With only around 100 cybercabs after being released is NOT scaling, it just tricks the shareholders

Cerberus10 days ago

While all the “expert” Tesla influencers were saying they would scale all st once to 10,000 by end of year I was saying it would be painfully slow like Robotaxi and it is. And it won’t change anytime soon.

⚡⚡⚡11 days ago

Can you explain why the stock keeps dropping? It also falls like cliff on most opening bell. Usually ends the day red. $TSLA should have been much higher by now. The stock never caught any real bids since the year started.

Alexis11 days ago

🤡

Beyond the Narrative10 days ago

I’m a Tesla bull too, and I’d love to see the stock go higher. But the gap between what we want and reality can’t be closed simply by being bullish. TSLA was back in the $200s just two months ago. If all this evidence already proves Tesla is worth more than today’s price, then there’s still one important question: Why hasn’t the market agreed yet?

Steve Alan11 days ago

All I know is $TSLA keeps going down on every news. Good or bad don’t matter

XiaoQQ.eth11 days ago

market ignores facts until it cant anymore

Joey11 days ago

TSLA imo will be at 420 before 280 as so many are saying but they always have it BOTH Ways using the word “if” if this then that but if this then that 🤷🏿‍♀️🤷🏿‍♀️🤷🏿‍♀️🧐🧐🧐😂😂😂🚀🚀🚀

Tokyo Ted11 days ago

Well it keeps falling easily.

gay voor SGP11 days ago

The PE is still sky high, and it will be a year from now

Martin Ronfort11 days ago

The scaling in Austin has been incredible to watch. We actually went deeper on this here:

Brad Taylor11 days ago

Big call wall at 360 and put wall at 350. Going to be pinned IMHO

Steve Bowen11 days ago

You've never even seen an Optimus (3)... how can you price much in. And if it's huge projections are not hit, it could have a huge negative impact on share price...

Cole Grinde11 days ago

I think you’re absolutely correct!

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Jo Bhakdi

17,974 views • 13 days ago

The Robotaxi fleet keeps growing, and $TSLA stock keeps falling. That disconnect tells you what's driving the price right now. Jo Bhakdi breaks it down. There's momentum selling, JPMorgan's underweight call and worries about deliveries. Money is also rotating into Nvidia, SpaceX and Bitcoin. None of those are about the business. They're about positioning. I think this matches how AI rankings are moving. Meta's Muse went from nowhere to A tier, and Google's leaked Gemini 4 details look big. Leaders change fast when well-funded teams execute. Tesla is in the same spot. The stock doesn't need a new story. It needs Cybercab scaling it can see. And when Tesla moves, it tends to move vertically.

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