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🔥This is a Tesla share price impact analysis from a potential merger with SpaceX/xAI - MUST WATCH for Tesla shareholders.

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AJ Investment Research

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108,355 görüntüleme • 6 ay önce •via X (Twitter)

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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.
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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

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Elon Musk on a potential merger between Tesla and xAI: "I guess anything's possible. It's not out of the question, but that's something that the Tesla shareholders would have to vote for. There are no plans to do so."
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Elon Musk on a potential merger between Tesla and xAI: "I guess anything's possible. It's not out of the question, but that's something that the Tesla shareholders would have to vote for. There are no plans to do so."

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159,084 görüntüleme • 1 yıl önce

Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!
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Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!

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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!
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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 görüntüleme • 2 ay önce

I get criticized (a lot) for advocating a SpaceX and Tesla Merger of Equals. Here's my (exasperated) response!
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I get criticized (a lot) for advocating a SpaceX and Tesla Merger of Equals. Here's my (exasperated) response!

Larry Goldberg

23,450 görüntüleme • 4 ay önce

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
0:44

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

17,912 görüntüleme • 29 gün önce

RANT: Tesla influencers including AleXandra Merz 🇺🇲 are attacking Elon Musk. They accuse him of suppressing Tesla stock for a merger with SpaceX. AI stocks fall on the usual volatility and questions about demand. 0:00 Tesla Boomer Mama 3:55 Tesla SpaceX Merger 9:45 Stop Attacking Elon Musk 10:41 AI Stocks Volatility 12:38 AI Demand Questions 15:25 AI Stock Options
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RANT: Tesla influencers including AleXandra Merz 🇺🇲 are attacking Elon Musk. They accuse him of suppressing Tesla stock for a merger with SpaceX. AI stocks fall on the usual volatility and questions about demand. 0:00 Tesla Boomer Mama 3:55 Tesla SpaceX Merger 9:45 Stop Attacking Elon Musk 10:41 AI Stocks Volatility 12:38 AI Demand Questions 15:25 AI Stock Options

Warren Redlich - Chasing Dreams 🇺🇸

77,848 görüntüleme • 2 ay önce

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
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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 görüntüleme • 1 ay önce

🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play
0:27

🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play

WhaleTwits

484,158 görüntüleme • 2 ay önce

🚨 ELON MADE $SPCX HOLDERS HIDDEN MILLIONAIRES While everyone watches the unlock dump, the actual move is happening in the background March 2026 - Tesla received FTC clearance to convert its $2B xAI investment into a direct SpaceX stake February 2026 - SpaceX already absorbed xAI at a $1.25T combined valuation TSLA holders now carry indirect SpaceX exposure without buying a single SPCX share That's step one Dan Ives at Wedbush puts 80-90% odds on a full Tesla x SpaceX merger by early 2027 Sounds like hype until you check what happened the last time Elon did this: 2016 - Tesla acquires SolarCity, Wall Street calls it a bailout, stock drops on the news Over the next decade, $10K in SolarCity became $500K+ The crowd that sold the merger news spent ten years in FOMO from the sidelines Same structure. 10x the scale. xAI inside SpaceX. SpaceX folding into Tesla. One entity across AI, space, energy and autonomous transport The unlock dump is not the risk. It's the entry. My zone: $85-$100 on $SPCX - wrong if the merger thesis collapses or Wedbush walks back the 80% call SolarCity holders waited a decade for their payoff. This one won't take that long Follow + notifs on, I will keep you updated
0:28

🚨 ELON MADE $SPCX HOLDERS HIDDEN MILLIONAIRES While everyone watches the unlock dump, the actual move is happening in the background March 2026 - Tesla received FTC clearance to convert its $2B xAI investment into a direct SpaceX stake February 2026 - SpaceX already absorbed xAI at a $1.25T combined valuation TSLA holders now carry indirect SpaceX exposure without buying a single SPCX share That's step one Dan Ives at Wedbush puts 80-90% odds on a full Tesla x SpaceX merger by early 2027 Sounds like hype until you check what happened the last time Elon did this: 2016 - Tesla acquires SolarCity, Wall Street calls it a bailout, stock drops on the news Over the next decade, $10K in SolarCity became $500K+ The crowd that sold the merger news spent ten years in FOMO from the sidelines Same structure. 10x the scale. xAI inside SpaceX. SpaceX folding into Tesla. One entity across AI, space, energy and autonomous transport The unlock dump is not the risk. It's the entry. My zone: $85-$100 on $SPCX - wrong if the merger thesis collapses or Wedbush walks back the 80% call SolarCity holders waited a decade for their payoff. This one won't take that long Follow + notifs on, I will keep you updated

Pepesso

52,824 görüntüleme • 1 ay önce

🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play
1:03

🚨 ELON MUSK JUST MADE EVERYONE A HIDDEN MILLIONAIRE $SPCX just filed a $75B IPO and Tesla holders already own a piece without knowing it This IPO with $1.75T valuation will definitely be the argest in recorded history Drops June 12 The crowd is focused on BTC charts and almost nobody is tracking what's actually being assembled here In March, Tesla converted its $2B xAI stake into a direct SpaceX shareholding TSLA holders became SpaceX shareholders before the IPO even priced - they just don't know it On top of that - Wedbush puts 80-90% odds on a full Tesla/SpaceX merger as a 2027 scenario Last time Musk pulled a structural move like this: SolarCity merger, 2016, TSLA ran 4,828% over the next 12 years $10,000 became $492,800 The scale of what's being built here is a different category from anything I've seen this cycle As for me, June 12 is circled - this is the kind of setup you don't wait for confirmation on Save this. This is a generational wealth play

Pepesso

2,238,789 görüntüleme • 3 ay önce

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
19:00

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 görüntüleme • 2 ay önce

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
4:34

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 görüntüleme • 22 gün önce

• Cathie Wood On The *MANY* Multi-Trillion Opportunities Within Tesla & SpaceX • PLUS Her Thoughts On A Merger...
27:33

• Cathie Wood On The *MANY* Multi-Trillion Opportunities Within Tesla & SpaceX • PLUS Her Thoughts On A Merger...

stevenmarkryan

34,479 görüntüleme • 1 ay önce

ELON: THE CONVERGENCE BETWEEN SPACEX, TESLA, xAI IS INCREASING “I think that there's increasingly a convergence, actually, between SpaceX and Tesla and xAI. In order to harness a nontrivial amount of the energy of the sun, you have to move to solar powered AI satellites in deep space, which is somewhat a confluence of Tesla expertise and SpaceX expertise and xAI on the AI front. So, it does feel like over time there's somewhat of a convergence there.” Source: Elon Musk, interview with Nikhil Kamath, November 2025
0:25

ELON: THE CONVERGENCE BETWEEN SPACEX, TESLA, xAI IS INCREASING “I think that there's increasingly a convergence, actually, between SpaceX and Tesla and xAI. In order to harness a nontrivial amount of the energy of the sun, you have to move to solar powered AI satellites in deep space, which is somewhat a confluence of Tesla expertise and SpaceX expertise and xAI on the AI front. So, it does feel like over time there's somewhat of a convergence there.” Source: Elon Musk, interview with Nikhil Kamath, November 2025

Mario Nawfal

29,981 görüntüleme • 6 ay önce

No Merger For Tesla and SpaceX Then how will they fund Terafab? The secret has been hidden in plain sight the whole time. Robotaxi and Optimus updates AI Stocks Report including Marvell MRVL Ethan He on our Pod Watch 0:00 Tesla SpaceX No Merger 1:28 Terafab Joint Venture 4:14 Terafab Chip Cost 8:05 Tesla SpaceX Chip Savings 12:20 Tesla Robotaxi Optimus 14:38 AI Stocks Marvell
16:28

No Merger For Tesla and SpaceX Then how will they fund Terafab? The secret has been hidden in plain sight the whole time. Robotaxi and Optimus updates AI Stocks Report including Marvell MRVL Ethan He on our Pod Watch 0:00 Tesla SpaceX No Merger 1:28 Terafab Joint Venture 4:14 Terafab Chip Cost 8:05 Tesla SpaceX Chip Savings 12:20 Tesla Robotaxi Optimus 14:38 AI Stocks Marvell

Warren Redlich - Chasing Dreams 🇺🇸

67,789 görüntüleme • 2 ay önce