Tom Nash on Tesla (TSLA): the quotes, dated.
12 dated quotes about Tesla stock (TSLA), selected from 72 of the 73 Tom Nash 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.
- TSLA close, 2026-10-28
- $404.22
- Price since the first forecast, Nov 28, 2025
- -6.0%
- S&P 500 (SPY), same period
- +13.0%
- vs the S&P 500
- -19.0 pp
- Latest stance, Jul 20, 2026
- Named as a pick
- Mentions found
- 267 in 41 of 72 videos
The short version
In September 2025 Tom Nash said Tesla and Palantir were in their portfolio. In October 2025 they argued a 20x multiple on 200 billion of profit implied $4 trillion of added market cap. In November 2025 they said Tesla was building AI's physical layer. In January 2026 Nash called Tesla a top-three holding for 2026 DCA buying, about 20% of the portfolio and its worst five-year performer, and expected Tesla Energy to outgrow autos. In April 2026 they noted Tesla was down 17%. In May 2026 they called energy AI's biggest bottleneck. In July 2026 they called Tesla the robotics AI leader, citing 44 billion in cash.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Jul 20, 2026
Named as a pick
“Tesla also actually has good fundamentals even though they're pivoting. By 2035, I don't know if Tesla even makes cars, but still the numbers are super solid even as a car company. 74% free cash flow growth with past year, 44 billion in cash, plenty of money to do this, and 95 billion of annual revenue just from selling cars.”
Bullish call · Price fell
The price fell since the first bullish quote.
TSLA from to . Price movement, not the creator’s realized return.
Price up since 2 of 12 quotes · Stock ahead of SPY: 1 of 12
Leaderboard result: Lagged the market (6 months, → ). How it is scored
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 · 2025-08-19 → 2026-10-28 · source: Yahoo Finance
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 |
| 2026-09-30 | $355 |
| 2026-10-28 | $404 |
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 · 2025-08-19 → 2026-10-28 · source: Yahoo Finance
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 |
| 2026-09-30 | $355 |
| 2026-10-28 | $404 |
What Tom Nash said, when
- 1
— Disclosed holding
19:01 “Definitely you know Tesla and Palanteer are in mine. Those stocks are great at any weather especially now.”
He was listing three tiers of stocks to consider, with Tesla, Nvidia and Palantir in tier one as staples he thinks belong in any portfolio.
- 2
— Conditional
16:33 “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 right now on the stock price level that nobody is taking into account.”
Corrected · corrections log
- 3
— Hold, bullish
“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.”
- 4
— Hold, bullish
16:24 “My top three holdings have and will be Palanteer, Tesla, and the S&P 500. I'm going to ride and die with these stocks. We're go through 2026 DCAing into these three stocks”
He said he would not be buying Bitcoin, small caps or financials, and would focus on his own core holdings.
- 5
— Disclosed holding
3:33 “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 far as performance.”
Corrected · corrections log
- 6
— Mention
11:35 “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.”
Corrected · corrections log
- 7
— Mention
16:38 “Tesla is an AI company and people still kind of try to pigeon hole it or shoehorn it into an automotive analysis, and that's what screwed most investors over the past 10 years with Tesla.”
Corrected · corrections log
- 8
— Risk acknowledged
0:20 “Tesla is down 17%. So, no matter how you spend this, everyone's portfolio right now is in the red. Nobody is celebrating right now. Everyone is in the same situation. Now, My particular portfolio is actually down a lot more than the average.”
Corrected · corrections log
- 9
— Disclosed holding
0:33 “Everybody knows my portfolio is consisted of three holdings only. Palantir 40%, S&P 500 40%, Tesla 20%.”
Corrected · corrections log
- 10
— Buying the dip
18:38 “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. People moved on to bigger, better things. They all talk about the bottlenecks of AI. But guys, energy is the biggest bottleneck in AI right now.”
Corrected · corrections log
- 11
— Named as a pick
20:36 “Obviously, Tesla is the robotics AI leader. Now, if you look at Tesla fundamentals, they look like trash. That's because they're actually pivoting into this robotics, right? And that's a huge misunderstanding that's going to create a lot of wealth.”
Tesla was among a few stocks he told viewers to pay attention to, in a video about stocks that could create millionaires.
- 12
— Named as a pick
23:50 “Tesla also actually has good fundamentals even though they're pivoting. By 2035, I don't know if Tesla even makes cars, but still the numbers are super solid even as a car company. 74% free cash flow growth with past year, 44 billion in cash, plenty of money to do this, and 95 billion of annual revenue just from selling cars.”
This came in a video on the best AI stocks to buy, right after he discussed FSD and Optimus as Tesla's robotics products.
No quote added since · 12 later videos from Tom Nash · covers videos through
Other creators on TSLA
- Joseph CarlsonRisk acknowledged-7.1%
- Stocks with JoshHold, bullish+2.1%
- Chris SainPrice target-12.0%
- Everything MoneyMention-9.2%
- Jeremy LefebvreRisk acknowledged-1.4%
More from Tom Nash
All 15 companies →Tom Nash has spoken on camera about their own TSLA position; the latest, : Weight. See it in the disclosed holdings →
- Arista ANETBuying the dip+40.8%
- Alphabet GOOGLNamed as a pick+7.1%
- Nvidia NVDABuying the dip+22.2%
- Palantir PLTRValuation view+49.8%
- AMD AMDMention+184.0%
- Bloom Energy BERisk acknowledged-6.8%
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. 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 2026-10-28. 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: 72 of 73 videos published since 2025-09-10 covered; 267 Tesla mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal