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Everyone keeps debating a Tesla-SpaceX merger by asking the same question: What's the exchange ratio? But Jo Bhakdi thinks that's only part of the story! He argues the bigger question is how the deal is structured. If it's treated as a "merger of equals," $TSLA shareholders could end up... exposed to months of $SPCX stock volatility before they even get to vote on the deal. If SpaceX shares fall while Tesla keeps rising, the value shareholders receive could look very different from what was originally announced. Jo also points out that any future increase in SpaceX's public share float could add another layer of uncertainty. The exchange ratio may be the headline. The structure, timing, and final terms could be what really determine whether the deal benefits shareholders.show more

Herbert Ong

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26,904 views • 3 months ago •via X (Twitter)

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The Tesla–SpaceX merger talk has an interesting twist: a possible floor on Tesla’s share price while the deal is pending. CyberBull$ says that could help keep Tesla shareholders and employees on board during the months before closing. And if the stock doesn’t reach the floor, SpaceX could simply issue more shares instead of paying cash. Basically, the deal structure could matter almost as much as the merger itself. $TSLA $SPCX ---------------------------- Cyberbulls E203 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

The Tesla–SpaceX merger talk has an interesting twist: a possible floor on Tesla’s share price while the deal is pending. CyberBull$ says that could help keep Tesla shareholders and employees on board during the months before closing. And if the stock doesn’t reach the floor, SpaceX could simply issue more shares instead of paying cash. Basically, the deal structure could matter almost as much as the merger itself. $TSLA $SPCX ---------------------------- Cyberbulls E203 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

42,328 views • 1 month ago

A Tesla + SpaceX merger could make a lot of strategic sense. We are not anti-SpaceX. We are not anti-merger. We are not suddenly Tesla bears. But for Tesla shareholders, the timing, valuation, and process matter. Bradford Ferguson and Matt Smith explain why this conversation is worth having now, before a deal is on the table.

A Tesla + SpaceX merger could make a lot of strategic sense. We are not anti-SpaceX. We are not anti-merger. We are not suddenly Tesla bears. But for Tesla shareholders, the timing, valuation, and process matter. Bradford Ferguson and Matt Smith explain why this conversation is worth having now, before a deal is on the table.

Rebellionaire

34,391 views • 3 months ago

Why Elon Wants to Merge SpaceX and Tesla? (and When He Pulls the Trigger) Merger speculation between SpaceX and Tesla is picking up. With the recent $60 billion acquisition of Cursor under its belt, the reasons Elon wants Tesla together with SpaceX is getting clearer by the day and the real strategic logic is undeniable. But when Tesla? Some investors (like AleXandra Merz) war-gamed the exact announcement window with Grok. They believe a potential announcement could come by end of July, although nothing has been confirmed. The key thing to remember: a merger headline alone doesn't tell you much. The real story would be the deal terms, valuation, and exchange ratio. Until then, the speculation is interesting but the growing overlap between Tesla and SpaceX is very real. $TSLA $SPCX

Why Elon Wants to Merge SpaceX and Tesla? (and When He Pulls the Trigger) Merger speculation between SpaceX and Tesla is picking up. With the recent $60 billion acquisition of Cursor under its belt, the reasons Elon wants Tesla together with SpaceX is getting clearer by the day and the real strategic logic is undeniable. But when Tesla? Some investors (like AleXandra Merz) war-gamed the exact announcement window with Grok. They believe a potential announcement could come by end of July, although nothing has been confirmed. The key thing to remember: a merger headline alone doesn't tell you much. The real story would be the deal terms, valuation, and exchange ratio. Until then, the speculation is interesting but the growing overlap between Tesla and SpaceX is very real. $TSLA $SPCX

Herbert Ong

22,354 views • 3 months ago

Tesla shareholders need to understand the ratio before a SpaceX merger ever gets serious. The vision is one thing. What percentage of the combined company you actually own is the part that shows up in your account. Bradford breaks down the math. 👇

Tesla shareholders need to understand the ratio before a SpaceX merger ever gets serious. The vision is one thing. What percentage of the combined company you actually own is the part that shows up in your account. Bradford breaks down the math. 👇

Rebellionaire

84,616 views • 4 months ago

The Tesla–SpaceX merger talk might be moving a little too fast? Yashu Sharma 🍊 thinks we probably won’t see a shareholder vote until mid-2027. SpaceX just went public, so its valuation still needs time to settle, and more lockups need to expire. He also thinks a simple 1-for-1 deal won’t be enough to get $TSLA shareholders on board. So yeah, this merger story could be with us for a while. 👀 $SPCX

The Tesla–SpaceX merger talk might be moving a little too fast? Yashu Sharma 🍊 thinks we probably won’t see a shareholder vote until mid-2027. SpaceX just went public, so its valuation still needs time to settle, and more lockups need to expire. He also thinks a simple 1-for-1 deal won’t be enough to get $TSLA shareholders on board. So yeah, this merger story could be with us for a while. 👀 $SPCX

Herbert Ong

24,634 views • 1 month ago

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,637 views • 2 months ago

🚨 Tesla’s shareholder base looks pretty different than it did two years ago! AleXandra Merz 🇺🇲 points to Fintel data suggesting retail ownership may have dropped from around 44% to just 15–16%, while institutions now hold roughly 2.2B $TSLA shares. Some of that retail money may have moved into SpaceX or ETFs, but the interesting part is what happens next. With institutions owning more of Tesla, they could have a much bigger say in future shareholder votes—especially if a Tesla–SpaceX merger ever makes it to the ballot. Retail may own less now, but depending on how a merger vote is structured, their votes could still matter a lot. $SPCX

🚨 Tesla’s shareholder base looks pretty different than it did two years ago! AleXandra Merz 🇺🇲 points to Fintel data suggesting retail ownership may have dropped from around 44% to just 15–16%, while institutions now hold roughly 2.2B $TSLA shares. Some of that retail money may have moved into SpaceX or ETFs, but the interesting part is what happens next. With institutions owning more of Tesla, they could have a much bigger say in future shareholder votes—especially if a Tesla–SpaceX merger ever makes it to the ballot. Retail may own less now, but depending on how a merger vote is structured, their votes could still matter a lot. $SPCX

Herbert Ong

21,557 views • 1 month ago

This was one the most eye-opening podcasts regarding the $TSLA & SpaceX merger that I have ever done. Many Tesla shareholders will say it wouldn't be fair if Tesla stock is not at least $700 prior to a merge with SpaceX but nextbigfuture breaks it down for us why it's necessary for Elon to merge Tesla & SpaceX ASAP for it to benefit Tesla investors massively. His example was how xAI investors agreed to merge with SpaceX, even though more than 60% of the combined company’s revenue is currently coming from AI compute rentals, which generate roughly 100% direct net profit margins. At the same time, xAI investors would only own 20% of the merged entity. It may have looked unfair on the surface, but as Brian explained in the podcast, a closer look shows that the structure was actually very good for xAI and its investors. We deeply spoke about what is the realistic scenario of when a merger could happen and what premium $TSLA will get. YOU DO NOT WANT TO MISS THIS PODCAST! This was an awesome podcast and is available for YouTube Members and X subscribers only until Saturday morning! GET YOUR POPCORN(s) READY!

This was one the most eye-opening podcasts regarding the $TSLA & SpaceX merger that I have ever done. Many Tesla shareholders will say it wouldn't be fair if Tesla stock is not at least $700 prior to a merge with SpaceX but nextbigfuture breaks it down for us why it's necessary for Elon to merge Tesla & SpaceX ASAP for it to benefit Tesla investors massively. His example was how xAI investors agreed to merge with SpaceX, even though more than 60% of the combined company’s revenue is currently coming from AI compute rentals, which generate roughly 100% direct net profit margins. At the same time, xAI investors would only own 20% of the merged entity. It may have looked unfair on the surface, but as Brian explained in the podcast, a closer look shows that the structure was actually very good for xAI and its investors. We deeply spoke about what is the realistic scenario of when a merger could happen and what premium $TSLA will get. YOU DO NOT WANT TO MISS THIS PODCAST! This was an awesome podcast and is available for YouTube Members and X subscribers only until Saturday morning! GET YOUR POPCORN(s) READY!

Pejjy

65,750 views • 2 months ago

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 views • 3 months ago

🚨 Tesla China Sale Rumor Gets Shut Down! Elon Musk and Tesla China denied a report that Tesla could sell its China business ahead of a possible SpaceX merger. But Larry Goldberg says the bigger story is the growing US–China tech fight, and what it could mean for Tesla, AI, Robotaxi regulation, and Giga Shanghai. $TSLA $SPCX

🚨 Tesla China Sale Rumor Gets Shut Down! Elon Musk and Tesla China denied a report that Tesla could sell its China business ahead of a possible SpaceX merger. But Larry Goldberg says the bigger story is the growing US–China tech fight, and what it could mean for Tesla, AI, Robotaxi regulation, and Giga Shanghai. $TSLA $SPCX

Herbert Ong

30,541 views • 1 month ago

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

18,719 views • 3 months ago

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

Herbert Ong

24,276 views • 29 days ago

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

Herbert Ong

26,087 views • 3 months ago

🚨 SPACEX SELLOFF IS THE SETUP. NOT THE STORY. Everyone is watching the $SPCX unlocks. Nobody is watching the deal behind it. Tesla is converting its $2B xAI stake into direct ownership of SpaceX. Once it closes, TSLA holders own SpaceX without touching a single $SPCX share. That is the first move of a merger. Wedbush puts the odds of a full merger by 2027 at 80-90%. He has done this before. 2016: Tesla absorbed SolarCity. Wall Street called it a bailout. TSLA then ran 4,828%. Every $10,000 became $500,000. Now he is doing it at ten times the scale. The unlock wave drives $SPCX straight into my zone before the merger is priced in. My accumulation zone: $85 to $100. That is pre-merger SpaceX while the crowd is still trading unlock fear. SolarCity holders waited ten years for the payoff. This one reprices in months. Reminder: I warned before Gold and Silver topped, before Oil collapsed, before SpaceX dropped, and before Bitcoin broke. When $SPCX hits my zone, I post the exact level publicly. Turn notifications on before the market figures out what he is building.

🚨 SPACEX SELLOFF IS THE SETUP. NOT THE STORY. Everyone is watching the $SPCX unlocks. Nobody is watching the deal behind it. Tesla is converting its $2B xAI stake into direct ownership of SpaceX. Once it closes, TSLA holders own SpaceX without touching a single $SPCX share. That is the first move of a merger. Wedbush puts the odds of a full merger by 2027 at 80-90%. He has done this before. 2016: Tesla absorbed SolarCity. Wall Street called it a bailout. TSLA then ran 4,828%. Every $10,000 became $500,000. Now he is doing it at ten times the scale. The unlock wave drives $SPCX straight into my zone before the merger is priced in. My accumulation zone: $85 to $100. That is pre-merger SpaceX while the crowd is still trading unlock fear. SolarCity holders waited ten years for the payoff. This one reprices in months. Reminder: I warned before Gold and Silver topped, before Oil collapsed, before SpaceX dropped, and before Bitcoin broke. When $SPCX hits my zone, I post the exact level publicly. Turn notifications on before the market figures out what he is building.

Nonzee

49,895 views • 2 months ago

EVERYONE IS WATCHING THE DUMP NOBODY IS WATCHING WHAT ELON IS BUILDING Tesla is set to convert its $2B xAI stake into a direct SpaceX shareholding The moment that happens TSLA holders become SpaceX shareholders without buying a single share That's the first step of a Tesla x SpaceX merger and Wedbush puts 80-90% odds on the full deal closing by 2027 Sounds like speculation until you check the 2016 playbook Tesla x SolarCity everyone called it a bailout at the time The stock ran +4,828% over the next decade $10K became half a million Now the same structural move is forming at 10x the scale The unlock dump everyone is panicking about is handing out the entry on a silver platter My zone stays $85-$100 a pre-merger price on the biggest corporate restructuring of the decade SolarCity holders waited 10 years for their payoff This one won't need that long

EVERYONE IS WATCHING THE DUMP NOBODY IS WATCHING WHAT ELON IS BUILDING Tesla is set to convert its $2B xAI stake into a direct SpaceX shareholding The moment that happens TSLA holders become SpaceX shareholders without buying a single share That's the first step of a Tesla x SpaceX merger and Wedbush puts 80-90% odds on the full deal closing by 2027 Sounds like speculation until you check the 2016 playbook Tesla x SolarCity everyone called it a bailout at the time The stock ran +4,828% over the next decade $10K became half a million Now the same structural move is forming at 10x the scale The unlock dump everyone is panicking about is handing out the entry on a silver platter My zone stays $85-$100 a pre-merger price on the biggest corporate restructuring of the decade SolarCity holders waited 10 years for their payoff This one won't need that long

philarekt

18,002 views • 1 month ago

🚨 Tesla-SpaceX merger speculation is getting harder to ignore! Jo Bhakdi says the strategic logic is obvious, but actually pulling off a merger with another AI-focused company would be far more complicated than people think. The “breadcrumbs” are interesting: shareholder meeting timing, legal constraints from past earnings calls, Elon shifting more attention back to Tesla, and a possible late-year proxy vote. But Jo’s caution matters too. He puts only a 20–30% chance on an announcement this year and says there still aren’t reliable signals worth trading on. The bigger question may not be if something happens, but when. $TSLA $SPCX

🚨 Tesla-SpaceX merger speculation is getting harder to ignore! Jo Bhakdi says the strategic logic is obvious, but actually pulling off a merger with another AI-focused company would be far more complicated than people think. The “breadcrumbs” are interesting: shareholder meeting timing, legal constraints from past earnings calls, Elon shifting more attention back to Tesla, and a possible late-year proxy vote. But Jo’s caution matters too. He puts only a 20–30% chance on an announcement this year and says there still aren’t reliable signals worth trading on. The bigger question may not be if something happens, but when. $TSLA $SPCX

Herbert Ong

13,640 views • 8 days ago

SPACEX-TESLA MERGER: THE DEFINITIVE DEBATE Was Elon telling the truth about the WSJ report on Tesla China? AleXandra Merz 🇺🇲 sees a trial balloon. Larry Goldberg believes Elon and says the merger may not be as advanced as she thinks. A remarkably candid debate about Elon, China and control: > Alexandra says Tesla China had to be considered in any serious merger analysis > Larry says the formal merger machinery may not even have begun > Both believe the merger is coming > They sharply disagree on timing, Elon’s denial and what the WSJ report really means ⚡Full episode linked in post below!👇🏽

SPACEX-TESLA MERGER: THE DEFINITIVE DEBATE Was Elon telling the truth about the WSJ report on Tesla China? AleXandra Merz 🇺🇲 sees a trial balloon. Larry Goldberg believes Elon and says the merger may not be as advanced as she thinks. A remarkably candid debate about Elon, China and control: > Alexandra says Tesla China had to be considered in any serious merger analysis > Larry says the formal merger machinery may not even have begun > Both believe the merger is coming > They sharply disagree on timing, Elon’s denial and what the WSJ report really means ⚡Full episode linked in post below!👇🏽

Royden D'Souza

19,553 views • 1 month ago

Elon Musk on the future of Star Mind. Musk says the Star Mind factory will be located right next to SpaceX. But his bigger prediction is about SpaceX's future value. He believes that within 4–5 years, Star Mind could represent 99% of SpaceX's value. And he expects SpaceX itself to be worth an "astronomical number" by then. If that happens, SpaceX could evolve from a space company into a massive AI and compute powerhouse.

Elon Musk on the future of Star Mind. Musk says the Star Mind factory will be located right next to SpaceX. But his bigger prediction is about SpaceX's future value. He believes that within 4–5 years, Star Mind could represent 99% of SpaceX's value. And he expects SpaceX itself to be worth an "astronomical number" by then. If that happens, SpaceX could evolve from a space company into a massive AI and compute powerhouse.

Tesla Owners Silicon Valley

35,328 views • 1 month ago

🚨 THIS COULD BE THE BIGGEST TRADE OF THE NEXT 5 YEARS Look at this chart carefully. In 2019, NVIDIA acquired Mellanox. Almost nobody understood how important that deal would become. What happened next? $NVDA → +30,000% $10,000 → $3,000,000 Now I believe we could be watching an even bigger setup forming with SpaceX. SpaceX + Tesla wouldn't be just another merger. Think about what could sit under one ecosystem: → xAI + Grok → Starlink + global satellite infrastructure → Tesla autonomous driving → Optimus robotics → Energy + AI → SpaceX AI. ROBOTICS. ENERGY. SPACE. All connected. NVIDIA + Mellanox helped create one of the greatest stock runs in history. If Tesla + SpaceX happens, I believe the scale could be even bigger. Most people will wait until the opportunity is obvious. By then, the easy money will already be gone. Keep in mind: I've called major tops and bottoms for the last 15 years, including Gold, Silver, Oil, SpaceX and Bitcoin. When I start buying SpaceX, I'll post it here publicly like I always do. Turn notifications on. You don't want to miss this one.

🚨 THIS COULD BE THE BIGGEST TRADE OF THE NEXT 5 YEARS Look at this chart carefully. In 2019, NVIDIA acquired Mellanox. Almost nobody understood how important that deal would become. What happened next? $NVDA → +30,000% $10,000 → $3,000,000 Now I believe we could be watching an even bigger setup forming with SpaceX. SpaceX + Tesla wouldn't be just another merger. Think about what could sit under one ecosystem: → xAI + Grok → Starlink + global satellite infrastructure → Tesla autonomous driving → Optimus robotics → Energy + AI → SpaceX AI. ROBOTICS. ENERGY. SPACE. All connected. NVIDIA + Mellanox helped create one of the greatest stock runs in history. If Tesla + SpaceX happens, I believe the scale could be even bigger. Most people will wait until the opportunity is obvious. By then, the easy money will already be gone. Keep in mind: I've called major tops and bottoms for the last 15 years, including Gold, Silver, Oil, SpaceX and Bitcoin. When I start buying SpaceX, I'll post it here publicly like I always do. Turn notifications on. You don't want to miss this one.

DANNY

40,891 views • 18 days ago

ELON IS QUIETLY SETTING UP HIS BIGGEST MOVE EVER Everyone's staring at the $SPCX dump and missing what's being assembled Tesla is set to convert its $2B xAI stake into a direct SpaceX shareholding The moment that happens, TSLA holders become SpaceX shareholders without buying a single share That's step one of the SpaceX x Tesla merge Wedbush puts 80-90% odds on the full merger by 2027 Sounds like hype until you check the precedent 2016: the Tesla x SolarCity merge, everyone called it a bailout The stock ran +4,828% over the next decade, $10k became half a million Now the same play is forming at 10x the scale And the unlock dump everyone's afraid of is handing out the entry My zone stays $85-$100, a pre-merger price on the biggest structural move of the decade SolarCity holders waited 10 years for their payoff This one won't need that long

ELON IS QUIETLY SETTING UP HIS BIGGEST MOVE EVER Everyone's staring at the $SPCX dump and missing what's being assembled Tesla is set to convert its $2B xAI stake into a direct SpaceX shareholding The moment that happens, TSLA holders become SpaceX shareholders without buying a single share That's step one of the SpaceX x Tesla merge Wedbush puts 80-90% odds on the full merger by 2027 Sounds like hype until you check the precedent 2016: the Tesla x SolarCity merge, everyone called it a bailout The stock ran +4,828% over the next decade, $10k became half a million Now the same play is forming at 10x the scale And the unlock dump everyone's afraid of is handing out the entry My zone stays $85-$100, a pre-merger price on the biggest structural move of the decade SolarCity holders waited 10 years for their payoff This one won't need that long

bee🐝

431,817 views • 2 months ago