Tesla
7 bullish · 4 neutral · exact words, dated and sourced
+4The most argued-about stock on the board: deliveries, robotaxis, and the valuation fight.
The tape
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bullishbearishclaims filed per week
What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.
Bullish
Todd Horwitz bought Tesla and Apple into their sell-offs as oversold trades.
I sold into the Microsoft rally. In the meantime, I bought into the Tesla sell-off, the Apple sell-off, okay?
Tesla since this was said: ▲ +4.2% · 348.9 → 363.6 · as of 2026-09-10
Neutral
Kevin Paffrath states Tesla has 1.48m active FSD subscriptions as of Q2 2026, only ~700k paying monthly, about 14% of the 10m milestone in Musk's pay plan.
We're currently at 1.48 million as of the second quarter. 55% of those people bought up front, so only around 700-ish thousand are actually paying on a monthly basis, right?
Tesla since this was said: ▲ +9.2% · 332.8 → 363.6 · as of 2026-09-10
Neutral
Kevin Paffrath states Tesla's cumulative deliveries are about 9.7m against the 20m milestone in Musk's pay plan.
Looking for 20 million cumulative vehicle deliveries. We're almost halfway there at about 9.7 million.
Tesla since this was said: ▲ +9.2% · 332.8 → 363.6 · as of 2026-09-10
Neutral
Kevin Paffrath states Tesla has 20 unsupervised robotaxis in operation against a 1m milestone, and progress is taking longer than expected.
Looking for one million robo-taxis in operation. We're at 20, unsupervised.
Tesla since this was said: ▲ +9.2% · 332.8 → 363.6 · as of 2026-09-10
Bullish
Framing SpaceX as 'a bet on Musk,' Ives references his prior view that a Musk-consolidation acquisition of Tesla has over an 80% chance.
“like Tesla I've talked about, you know, the chances are over 80%, and we talked about before that they were gonna acquire Tesla.”
Tesla since this was said: ▼ -4.5% · 380.8 → 363.6 · as of 2026-09-10
Bullish
“I spent time with Elon. I've looked at Optimus. I can tell you Optimus is better than what Figure is doing.”
Bullish
“If you would normalize and say that gas prices year-over-year were unchanged, I still believe that they would have grown deliveries at 20 percent, which is an acceleration”
S&P 500 since this was said: ▲ +1.4% · 7,483 → 7,592 · as of 2026-09-10
Bullish
“There's been some pent-up demand that has pulled some of that through, and also I just think that consumers are becoming progressively more open to electrification.”
Bullish
Todd 'Bubba' Horwitz tells Kitco he would want to buy Tesla if it got back to 350 from around 400.
I mean, if Tesla got back to 350, I'd wanna jump in there. You know, right now, it's trading around 400.
Tesla since this was said: ▼ -8.3% · 396.7 → 363.6 · as of 2026-09-10
Neutral
Chamath Palihapitiya tells All-In that Tesla will be merged into SpaceX (no deadline).
And as I've told you, that will get merged in.
Tesla since this was said: ▼ -14.7% · 426.0 → 363.6 · as of 2026-09-10
Bullish
Raoul Pal says Tesla, once dismissed, is being recognized as a networked AI/car/robot/logistics company and the market will price it as such.
Tesla, because nobody believed it was a network company. And sooner or later, everyone's realizing that this is networked AI across networked cars with networked robots, networked logistic chains.
Tesla since this was said: ▼ -17.0% · 438.1 → 363.6 · as of 2026-09-10
On the scoreboard
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We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard · The data
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard · The data
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.