Tom Nash on Tesla (TSLA): every public call, dated.
8 quotes from 66 videos reviewed since 2025-09-10. Each one links to the exact second on YouTube, with the closing price on the day of the video and what the stock did since.
- TSLA close, 2026-09-10
- $363.56
- Since first quote, 2025-10-21
- -17.9%
- S&P 500 (SPY), same period
- +13.8%
- Latest stance, May 29, 2026
- Buying the dip
The market had other plans.
TSLA from 2025-10-21 to 2026-09-10. Price movement, not the creator’s realized return.
Price and the calls
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $334 |
| 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 |
| 2026-09-10 | $364 |
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $334 |
| 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 |
| 2026-09-10 | $364 |
What Tom Nash said, when
Valuation viewTom Nash on Tesla: “If you use a 20x multiple here, 200 billion…”
“If you use a 20x multiple here, 200 billion of profit, you're looking at a $4 trillion addition to the market cap of Tesla that nobody is taking into account. And that's just robotaxi.”
Hold, bullishTom Nash on Tesla: “Nobody is actually paying attention that Tesla is building…”
“Nobody is actually paying attention that Tesla is building the physical layer of AI and Tesla is putting itself again in the pole position for that new industry. And that's why Tesla is on that list.”
Disclosed holdingTom Nash on Tesla: “Tesla, ticker TSLA, a company that is a part…”
“Tesla, ticker TSLA, a company that is a part of my own portfolio. About 20% of my portfolio is in Tesla, and somehow over the past 5 years, Tesla has been the worst part of my portfolio as far as performance.”
Hold, bullishTom Nash on Tesla: “I think Tesla Energy is going to be one…”
“I think Tesla Energy is going to be one of the biggest areas for Tesla over the next 5-10 years. It will be bigger than the auto business for sure.”
Hold, bullishTom Nash on Tesla: “Tesla is an AI company and people still kind…”
“Tesla is an AI company and people still kind of try to pigeonhole it into an automotive analysis, and that's what screwed most investors over the past 10 years with Tesla.”
Risk acknowledgedTom Nash on Tesla: “Tesla is down 17%. So, no matter how you…”
“Tesla is down 17%. So, no matter how you spin this, everyone's portfolio right now is in the red. My particular portfolio is actually down a lot more than the average.”
Disclosed holdingTom Nash on Tesla: “Everybody knows my portfolio consists of three holdings only.…”
“Everybody knows my portfolio consists of three holdings only. Palantir 40%, S&P 500 40%, Tesla 20%.”
Buying the dipTom Nash on Tesla: “Tesla, TSLA. The stock has done basically 1% year…”
“Tesla, TSLA. The stock has done basically 1% year to date. It's completely ignored by the stock market. All the shine got washed away. But guys, energy is the biggest bottleneck in AI right now.”
How to read this
Quotes are short excerpts from Tom Nash'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. “Since” compares that close with the latest close on 2026-09-10. It is a price observation, not the creator's realized return, and not investment advice. Full methodology.
Coverage: 66 of 66 videos published since 2025-09-10 reviewed; 261 Tesla mentions found. Data generated 2026-09-11.