Joseph Carlson on Tesla (TSLA): the quotes, dated.
7 dated quotes about Tesla stock (TSLA), selected from all 116 Joseph Carlson videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with TSLA’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said. Covers Joseph Carlson’s videos through .
- TSLA close, 2026-10-19
- $368.06
- Price since the first forecast, Jan 26, 2026
- -15.4%
- S&P 500 (SPY), same period
- +10.6%
- vs the S&P 500
- -26.0 pp
- Latest stance, Oct 19, 2026
- Risk acknowledged
- Mentions found
- 237 in 37 of 116 videos
The short version
In October 2025 Joseph Carlson said Tesla was already priced as though it owned an "infinite money glitch." That same month they called Tesla a really good bet in robotics but argued Amazon was a little better. In December 2025 they said Tesla was difficult to get behind and that they were not bought into the vision that would justify its market cap. In January 2026 they called the stock an avoid, then said they were too conservative and wanted Tesla to get further along before buying. In March 2026 they said they believed Tesla continued to be overpriced. In October 2026 they said Tesla operated in a highly competitive autonomous-vehicle category and that SpaceX was a much more interesting and defensible investment than Tesla.
Summary of the quotes on this page. Updated .
What Joseph Carlson said last · Oct 19, 2026
Risk acknowledged
“So, this is already a highly competitive category that Tesla's operating in. So, while Tesla's a cool company, I believe that SpaceX is a much more interesting investment, much more defensible than Tesla.”
Bearish call · Price fell
The price fell since the first bearish quote.
TSLA from to . Price movement, not the creator’s realized return.
Price up since 0 of 7 quotes · Stock ahead of SPY: 0 of 7
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Joseph Carlson’s price target and valuation calls on TSLA
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
But keep in mind that Tesla's already priced as though it does own the infinite money glitch.
Valuation view
Tesla is such a difficult one to get behind. You have to be fully bought into the vision to make any type of rational justification for its current market cap and size. And I'm…
Valuation view
I believe the market's wrong. I think that Tesla continues to be overpriced and Meta continues to be dramatically underpriced.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
TSLA · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $445 |
| 2025-10-31 | $457 |
| 2025-11-28 | $430 |
| 2025-12-31 | $450 |
| 2026-01-30 | $430 |
| 2026-02-27 | $403 |
| 2026-03-31 | $372 |
| 2026-04-30 | $382 |
| 2026-05-29 | $436 |
| 2026-06-30 | $421 |
| 2026-07-31 | $311 |
| 2026-08-31 | $368 |
| 2026-09-30 | $355 |
| 2026-10-19 | $368 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
TSLA · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $445 |
| 2025-10-31 | $457 |
| 2025-11-28 | $430 |
| 2025-12-31 | $450 |
| 2026-01-30 | $430 |
| 2026-02-27 | $403 |
| 2026-03-31 | $372 |
| 2026-04-30 | $382 |
| 2026-05-29 | $436 |
| 2026-06-30 | $421 |
| 2026-07-31 | $311 |
| 2026-08-31 | $368 |
| 2026-09-30 | $355 |
| 2026-10-19 | $368 |
What Joseph Carlson said, when
- 1
— Valuation view
12:28 “But keep in mind that Tesla's already priced as though it does own the infinite money glitch.”
Discussing Elon Musk's comments about building a humanoid robot army, and showing Tesla's forward P/E next to other large companies.
- 2
— Mention
43:36 “A lot of people have treated Tesla that way, and I think that Tesla's a really good bet in robotics, but I I have reason to believe that Amazon's a little bit better.”
Arguing that Amazon is the best robotics play in the market; "that way" refers to being treated as the best robotics play.
- 3
— Valuation view
26:59 “Tesla is such a difficult one to get behind. You have to be fully bought into the vision to make any type of rational justification for its current market cap and size. And I'm just not that bought in.”
Part of a DCF valuation review of popular stocks, after pointing to stagnating vehicle deliveries, flat revenue and lower earnings per share.
- 4
— Avoid
29:14 “So hopefully it works out for Tesla investors. For me, this one's an avoid.”
Previewing Tesla's earnings, they said they were concerned about the stock and expected a possible long period of underperformance because of its high valuation.
- 5
— Conditional
28:18 “But for me, I'm a bit too conservative for this. Tesla is a very large company by market cap. They're promising a lot in the future, but I want to see them get a little further along before I jump into a company like this.”
Reviewing Tesla's earnings report, which showed lower revenue and free cash flow, alongside the company's plans for robotaxi, Optimus and an xAI investment.
- 6
— Valuation view
10:13 “I believe the market's wrong. I think that Tesla continues to be overpriced and Meta continues to be dramatically underpriced.”
Comparing Tesla and Meta, which had similar market caps, on revenue growth, net income and P/E ratio. They added that time would show the market was wrong and that they were putting their money behind the bet.
- 7
— Risk acknowledged
23:09 “So, this is already a highly competitive category that Tesla's operating in. So, while Tesla's a cool company, I believe that SpaceX is a much more interesting investment, much more defensible than Tesla.”
Previewing Tesla's earnings, Carlson pointed to competition in autonomous vehicles from other carmakers, Chinese companies, Uber's multi-brand network and Waymo's expansion, and said they would pick SpaceX over Tesla.
Other creators on TSLA
- Chris SainPrice target-19.9%
- Everything MoneyMention-17.3%
- Tom NashNamed as a pick-14.4%
- Jeremy LefebvreRisk acknowledged-10.2%
More from Joseph Carlson
All 16 companies →- Netflix NFLXDisclosed buy-43.1%
- S&P Global SPGIDisclosed buy-10.8%
- Uber UBERDisclosed buy+2.0%
- Alphabet GOOGLHold, bullish+1.8%
- Amazon AMZNRisk acknowledged+18.1%
- ASML ASMLHold, bullish+18.1%
How to read this
Quotes are short excerpts from Joseph Carlson's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is TSLA's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 116 of 116 videos published since 2025-09-10 covered; 237 Tesla mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Joseph Carlson. Request a correction or removal