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🚨 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... show more

Herbert Ong

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20,821 views • 6 days ago •via X (Twitter)

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Interesting shift happening in Tesla ownership right now! Jeff Lutz 🔋 points out that retail ownership has dropped to a record-low ~16%, while institutions now hold a record 2.2B $TSLA shares. Meanwhile, Invesco added 17M+ shares, and Barclays started buying again after three straight quarters of selling. So while some retail investors have been heading for the exits, big institutions have quietly been doing the opposite. Definitely one to watch. 👀

Interesting shift happening in Tesla ownership right now! Jeff Lutz 🔋 points out that retail ownership has dropped to a record-low ~16%, while institutions now hold a record 2.2B $TSLA shares. Meanwhile, Invesco added 17M+ shares, and Barclays started buying again after three straight quarters of selling. So while some retail investors have been heading for the exits, big institutions have quietly been doing the opposite. Definitely one to watch. 👀

Herbert Ong

30,658 views • 10 days ago

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 • 20 days 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

22,272 views • 2 months ago

EVERYONE IS WAITING FOR THE TESLA-SPACEX MERGER TO PRINT Tesla merged with SolarCity in 2016 $TSLA pumped 3,320% over the next five years $10,000 became $332,000 Now the crowd is mapping the same playbook onto SpaceX Bigger merger, bigger pump, bigger returns Here's why this time is completely different SolarCity merged when Tesla was valued at $30,000,000,000 The upside math worked because the starting point was small SpaceX lists at $1,770,000,000,000 on day one To match Tesla's SolarCity run it needs to reach $58,000,000,000,000 That's larger than the entire US stock market combined The narrative is identical The math is not Now add what's actually happening underneath 95% of shares in insider hands waiting to exit Unlock schedule releasing supply every 15 days starting 60 days after listing $22,000,000,000 to $27,000,000,000 in forced QQQ buying gets front-run and sold into The merger hype becomes the perfect distribution narrative Retail buys the story while institutions sell the event Cerebras was the biggest AI IPO of 2026 Down 40% from day one peak already SpaceX is 300 times larger with the same structure Tesla-SolarCity worked because Elon had everything to prove SpaceX-Tesla works because insiders have everything to cash out The merger won't launch the price It will be the headline retail chases while smart money walks out the door Follow me - I'll track every move around this in real time

EVERYONE IS WAITING FOR THE TESLA-SPACEX MERGER TO PRINT Tesla merged with SolarCity in 2016 $TSLA pumped 3,320% over the next five years $10,000 became $332,000 Now the crowd is mapping the same playbook onto SpaceX Bigger merger, bigger pump, bigger returns Here's why this time is completely different SolarCity merged when Tesla was valued at $30,000,000,000 The upside math worked because the starting point was small SpaceX lists at $1,770,000,000,000 on day one To match Tesla's SolarCity run it needs to reach $58,000,000,000,000 That's larger than the entire US stock market combined The narrative is identical The math is not Now add what's actually happening underneath 95% of shares in insider hands waiting to exit Unlock schedule releasing supply every 15 days starting 60 days after listing $22,000,000,000 to $27,000,000,000 in forced QQQ buying gets front-run and sold into The merger hype becomes the perfect distribution narrative Retail buys the story while institutions sell the event Cerebras was the biggest AI IPO of 2026 Down 40% from day one peak already SpaceX is 300 times larger with the same structure Tesla-SolarCity worked because Elon had everything to prove SpaceX-Tesla works because insiders have everything to cash out The merger won't launch the price It will be the headline retail chases while smart money walks out the door Follow me - I'll track every move around this in real time

philarekt

20,342 views • 2 months ago

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

228,363 views • 1 month ago

Listen to AleXandra Merz 🇺🇲 discuss what I’ve been noticing on my posts as well. Smaller accounts that have been quiet suddenly spreading FUD about $TSLA. Seems coordinated. Could big money be loading up on $TSLA pre-merger so they r driving the price down? How many retail investors are falling for it? Full video from Herbert Ong below. It’s a must listen for any Tesla investor.

Listen to AleXandra Merz 🇺🇲 discuss what I’ve been noticing on my posts as well. Smaller accounts that have been quiet suddenly spreading FUD about $TSLA. Seems coordinated. Could big money be loading up on $TSLA pre-merger so they r driving the price down? How many retail investors are falling for it? Full video from Herbert Ong below. It’s a must listen for any Tesla investor.

Doctor Jack

52,827 views • 4 months 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 • 1 month ago

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

135,922 views • 11 days 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

49,774 views • 1 month 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 • 2 months ago

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2019, NVIDIA announced its $6.9 BILLION acquisition of Mellanox. Most investors ignored it. $NVDA then pumped from $7 to $210. That’s a 30x move. $10,000 → $300,000 Now SpaceX is preparing to merge with Tesla. But this is NOT just a space and automotive merger. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world The setup could be even bigger than NVIDIA’s acquisition of Mellanox. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2019, NVIDIA announced its $6.9 BILLION acquisition of Mellanox. Most investors ignored it. $NVDA then pumped from $7 to $210. That’s a 30x move. $10,000 → $300,000 Now SpaceX is preparing to merge with Tesla. But this is NOT just a space and automotive merger. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world The setup could be even bigger than NVIDIA’s acquisition of Mellanox. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

DANNY

71,263 views • 1 month ago

🚨SPACEX WILL CRASH JUST LIKE TESLA DID IN 2010 The exact same setup played out 16 years ago. Rewind to 2010. Tesla goes public at $1.13. Pumps to $2.03 in days. The timeline floods with the same takes: "Elon is building the future." "This is a generational entry." "You will regret missing this." Then reality showed up. Tesla bled almost 50% in one week. $2.03 → $1.00 Retail got flushed before the real run even started. Fast forward to now. 2026: – SpaceX just printed the biggest IPO in market history – +30% from the IPO price on day one – $1.75T valuation out the gate – Retail access unlocked at the very last second – Everyone is already calling it "the next Tesla" But the setup is nothing alike. Tesla 2010 launched into: - A beaten down market - Low expectations - Small cap valuation - Zero hype tax SpaceX 2026 is launching into: - The most overvalued market on record - Peak retail euphoria - A $1.75T price tag before a single earnings report - Every fund already positioned That is not the same trade. That is the exit liquidity version of it. People hear Tesla 2010 and only remember the pump. Tesla pumped first. Then it destroyed everyone who chased it. That part always gets removed from the screenshot. Now SpaceX has the same Elon premium and the same future narrative, but much worse timing. So you have two choices: Chase the most expensive IPO in history after a +30% launch candle. Or learn from what Tesla already did. Reminder: I called Bitcoin at $16K, the top at $126K, and gold before it ran. Eight years of calls, all public. When I exit this market, I post it here first. Every move goes here too. Turn notifications on. You will understand why later.

🚨SPACEX WILL CRASH JUST LIKE TESLA DID IN 2010 The exact same setup played out 16 years ago. Rewind to 2010. Tesla goes public at $1.13. Pumps to $2.03 in days. The timeline floods with the same takes: "Elon is building the future." "This is a generational entry." "You will regret missing this." Then reality showed up. Tesla bled almost 50% in one week. $2.03 → $1.00 Retail got flushed before the real run even started. Fast forward to now. 2026: – SpaceX just printed the biggest IPO in market history – +30% from the IPO price on day one – $1.75T valuation out the gate – Retail access unlocked at the very last second – Everyone is already calling it "the next Tesla" But the setup is nothing alike. Tesla 2010 launched into: - A beaten down market - Low expectations - Small cap valuation - Zero hype tax SpaceX 2026 is launching into: - The most overvalued market on record - Peak retail euphoria - A $1.75T price tag before a single earnings report - Every fund already positioned That is not the same trade. That is the exit liquidity version of it. People hear Tesla 2010 and only remember the pump. Tesla pumped first. Then it destroyed everyone who chased it. That part always gets removed from the screenshot. Now SpaceX has the same Elon premium and the same future narrative, but much worse timing. So you have two choices: Chase the most expensive IPO in history after a +30% launch candle. Or learn from what Tesla already did. Reminder: I called Bitcoin at $16K, the top at $126K, and gold before it ran. Eight years of calls, all public. When I exit this market, I post it here first. Every move goes here too. Turn notifications on. You will understand why later.

winkle.

191,834 views • 2 months ago

🚨CLARITY ACT PRESSURE POINT🚨 The Senate math just got more interesting. You holding $XRP, $XLM or other digital assets?? pay attention to this part. Some Senate Democrats were not holding out for no reason. Their votes were tied to law-enforcement concerns around Section 604. That was one of the pressure points. The bill needs 60 votes, and when law enforcement pushes back, senators get an easy excuse to delay. Now MCSA moved from opposed to neutral. That is not victory. It is not a yes. Other groups still have not moved. But in the Senate, neutral is a big step away from hard no. That means votes that looked locked out may now be reachable. For XRP and XLM, this matters because institutions need rules before they use payment and settlement rails at scale. The fight is not over. But the path just got less impossible.

🚨CLARITY ACT PRESSURE POINT🚨 The Senate math just got more interesting. You holding $XRP, $XLM or other digital assets?? pay attention to this part. Some Senate Democrats were not holding out for no reason. Their votes were tied to law-enforcement concerns around Section 604. That was one of the pressure points. The bill needs 60 votes, and when law enforcement pushes back, senators get an easy excuse to delay. Now MCSA moved from opposed to neutral. That is not victory. It is not a yes. Other groups still have not moved. But in the Senate, neutral is a big step away from hard no. That means votes that looked locked out may now be reachable. For XRP and XLM, this matters because institutions need rules before they use payment and settlement rails at scale. The fight is not over. But the path just got less impossible.

X Finance Bull

284,954 views • 1 month ago

🚨Attention $TSLA investors: Last time, with the BIG help from Jason DeBolt ⚡️, everyone rallied and forcefully changed Schwab's vote from a "no" to "yes" for Elon's 2025 Tesla comp package. Schwab messed around and found out and will, from now, vote in Tesla investors interest. FAFO. Now it's time for round 2. This time, AleXandra Merz 🇺🇲 says there's even a bigger threat: State Street. They hold over 3% of $TSLA across their ETF's and could sue Tesla in Texas. Meaning: If you hold $TSLA in an ETF that's held by State Street, your interests are not respected. This is what to do about it:

🚨Attention $TSLA investors: Last time, with the BIG help from Jason DeBolt ⚡️, everyone rallied and forcefully changed Schwab's vote from a "no" to "yes" for Elon's 2025 Tesla comp package. Schwab messed around and found out and will, from now, vote in Tesla investors interest. FAFO. Now it's time for round 2. This time, AleXandra Merz 🇺🇲 says there's even a bigger threat: State Street. They hold over 3% of $TSLA across their ETF's and could sue Tesla in Texas. Meaning: If you hold $TSLA in an ETF that's held by State Street, your interests are not respected. This is what to do about it:

Pejjy

80,173 views • 6 months ago

🚨 THIS COULD BE ELON’S BIGGEST $SPCX PLAY 2016: Tesla buys SolarCity. Wall Street calls it a bailout. $TSLA goes on to run 4,800%+ from that era. $10K → nearly $500K. Now we may be watching the same setup play out on a much bigger scale with $SPCX: Feb 2026 → SpaceX absorbs xAI, combined entity valued at $1.25T March 2026 → FTC clears Tesla’s $2B xAI stake to convert into SpaceX equity June 2026 → Wedbush puts 80–90% odds on a Tesla-SpaceX merger by early 2027 Meanwhile, the first lockup tranche just freed nearly 1 BILLION shares. $SPCX has been cut in half from its June peak and is trading well below the $135 IPO price. More supply comes through August → bigger Q3 unlock → full unlock in December. That’s not the thesis breaking. That’s the float clearing before the next major leg. My zone: $85–$100. SolarCity holders sat through years of “bailout” headlines before the real payoff. This time, the catalysts are already lining up. You’re early, or you’re the exit liquidity. Follow + turn notifications on. I’ll keep you updated.

🚨 THIS COULD BE ELON’S BIGGEST $SPCX PLAY 2016: Tesla buys SolarCity. Wall Street calls it a bailout. $TSLA goes on to run 4,800%+ from that era. $10K → nearly $500K. Now we may be watching the same setup play out on a much bigger scale with $SPCX: Feb 2026 → SpaceX absorbs xAI, combined entity valued at $1.25T March 2026 → FTC clears Tesla’s $2B xAI stake to convert into SpaceX equity June 2026 → Wedbush puts 80–90% odds on a Tesla-SpaceX merger by early 2027 Meanwhile, the first lockup tranche just freed nearly 1 BILLION shares. $SPCX has been cut in half from its June peak and is trading well below the $135 IPO price. More supply comes through August → bigger Q3 unlock → full unlock in December. That’s not the thesis breaking. That’s the float clearing before the next major leg. My zone: $85–$100. SolarCity holders sat through years of “bailout” headlines before the real payoff. This time, the catalysts are already lining up. You’re early, or you’re the exit liquidity. Follow + turn notifications on. I’ll keep you updated.

DANNY

99,028 views • 15 days ago

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

Herbert Ong

58,370 views • 2 months ago

Tesla Semi is starting to look a lot more practical for real fleets! FutureAzA points to Bali Express testing it for three weeks, with the biggest benefits showing up on traffic-heavy routes: no fuel burned while idling, cheaper depot charging, lower vibration, and potentially much lower operating costs. Tesla is already shipping Semis from Nevada every week. The real bottleneck now may be 4680 battery supply. If Tesla can unlock that, the Semi ramp could get a lot more interesting. $TSLA

Tesla Semi is starting to look a lot more practical for real fleets! FutureAzA points to Bali Express testing it for three weeks, with the biggest benefits showing up on traffic-heavy routes: no fuel burned while idling, cheaper depot charging, lower vibration, and potentially much lower operating costs. Tesla is already shipping Semis from Nevada every week. The real bottleneck now may be 4680 battery supply. If Tesla can unlock that, the Semi ramp could get a lot more interesting. $TSLA

Herbert Ong

27,848 views • 13 days ago

🚨 SPACEX IS REPEATING TESLA 2010 Tesla’s post-IPO lock-up period ended in December 2010. Around 75 million shares became eligible for sale. That created a $1.9 BILLION unlock. $TSLA then crashed nearly 50%. $2.03 → $1.00 Now look at SpaceX. Today, $SPCX post-IPO lock-up period ends. Up to 911.5 MILLION shares become eligible for sale. That's $100 BILLION worth of sell pressure. Tesla 2010 → SpaceX 2026 Same setup. But the SpaceX unlock is more than 50× larger. Even if insiders sell only a small percentage, the market may not be ready for this supply. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 SPACEX IS REPEATING TESLA 2010 Tesla’s post-IPO lock-up period ended in December 2010. Around 75 million shares became eligible for sale. That created a $1.9 BILLION unlock. $TSLA then crashed nearly 50%. $2.03 → $1.00 Now look at SpaceX. Today, $SPCX post-IPO lock-up period ends. Up to 911.5 MILLION shares become eligible for sale. That's $100 BILLION worth of sell pressure. Tesla 2010 → SpaceX 2026 Same setup. But the SpaceX unlock is more than 50× larger. Even if insiders sell only a small percentage, the market may not be ready for this supply. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

76,770 views • 22 days ago

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

Herbert Ong

17,567 views • 17 days ago

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Herbert Ong

22,265 views • 2 months ago