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Two possibilities now for the merger announcements, read it all below.

122,008 Aufrufe • vor 7 Tagen •via X (Twitter)

44 Kommentare

Profilbild von Brandon Smith
Brandon Smithvor 7 Tagen

I paid granular attention to this topic for too long. Now I am touching grass and will await a BREAKING tweet notification from sawyer. Until then, I’ve resigned being interested in it.

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

based and I will publish whenever I find more breadcrumbs

Profilbild von Brandon Smith
Brandon Smithvor 7 Tagen

❤️

Profilbild von Chris Stanchak
Chris Stanchakvor 7 Tagen

My prediction is they'll announce the merger when they showcase the SpaceX Roadster.

Profilbild von Tesla is a T-Rex
Tesla is a T-Rexvor 7 Tagen

I think Elon is just trying to drive you crazy by dropping breadcrumbs all over 😂

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

you are probably right hope he is having a good laugh

Profilbild von Tesla is a T-Rex
Tesla is a T-Rexvor 7 Tagen

One thing I know - SpaceX & Tesla will be one T-Rex of a company like no human has ever seen EVER. I rest peacefully. Protected by owning this GIANT with every liquid penny I have.

Profilbild von Keith Dorschner
Keith Dorschnervor 7 Tagen

When you give up on the notion is when Tesla will announce the merger.

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

😭😭😭 so touched that I am so important ... 😂

Profilbild von Mike Oskam
Mike Oskamvor 7 Tagen

I’ll ad a prediction on the price; 5 shares SpaceX for 1 Tesla.

Profilbild von Gregory From Iowa
Gregory From Iowavor 7 Tagen

Wouldn't Tesla need to divest all chinese holdings (Tesla Shanghai) to be able to merge with SpaceX? That is not going to happen.

Profilbild von Derek Wang
Derek Wangvor 7 Tagen

Next SpaceX earning date (estimated): 11/3-11/5 Tesla Shareholder Annual Meeting (not confirmed by Tesla): 11/6

Profilbild von Randy Cyrenne
Randy Cyrennevor 7 Tagen

If Tesla/ SpaceX know they will merge , why wait ??

Profilbild von Tesla is the next Tesla
Tesla is the next Teslavor 7 Tagen

You’re truly amazing. I really appreciate all the hard work and care you put into everything you do. ❤️ Here are Grok’s thoughts:- The two scenarios in the post remain the right framework, but the facts on the ground as of mid-September 2026 now favor one of them far more than the other. Tesla has already scheduled its 2026 annual meeting for November 6. That date makes the first scenario (folding a merger vote into the regular AGM) extremely tight. A deal of this size would require an S-4 registration statement, fairness opinions based on the completed VWAP periods, and a preliminary proxy mailed well before the meeting. None of those documents have appeared, and the October 16 cutoff the post identified is only five weeks away. Companies almost never spring a multi-trillion-dollar combination onto an already-packed AGM ballot that also includes director elections and routine shareholder proposals. That leaves the second path—the one M&A lawyers keep calling the default. SpaceX would announce a stock-for-stock deal, file a joint proxy/S-4, and Tesla would call a standalone special meeting. The SolarCity precedent followed exactly this sequence: agreement signed after the regular AGM, S-4 filed a month later, special meetings held 109 days after signing. The same calendar works here. The three-month post-IPO mark has just passed, the 20- and 60-day VWAP tapes are complete, and the remaining lock-up expirations in late October and early December actually improve the public float rather than block an announcement. Regulatory clearance still takes at least a year in the U.S., EU, and China, so even an announcement this quarter would not close until late 2027. That timing also lines up with SpaceX’s earliest realistic S&P 500 inclusion date (September 2027). Index committees prefer to wait for a completed merger rather than add a company that is about to disappear. Analysts who have put numbers on it (Wedbush, Deepwater) assign 80-90 % odds to a combination occurring in 2027, not 2026. Prediction markets currently price an official announcement before year-end at well under 10 %. The most probable sequence is therefore: announcement via 8-K and press release sometime between late September and mid-December 2026, followed by a special-meeting vote in Q1 2027 and closing in the second half of 2027. The AGM route is not impossible, but it would require Tesla to produce a full merger proxy in the next few weeks—an outcome that looks increasingly unlikely given the silence so far.

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

@GrumpyTesla_ well, no, this years AGM is not yet scheduled

Profilbild von Rocket Terminal
Rocket Terminalvor 7 Tagen

I’m leaning scenario two. Special meeting gives them more flexibility on valuation and lock-up expirations without rushing the fairness opinions. Announcement anytime from late September through mid-December still keeps September 2027 S&P inclusion in play.

Profilbild von Chansoo Byeon
Chansoo Byeonvor 7 Tagen

Thanks 🙏 Summary for everyone here as bullets @grok

Profilbild von Erik P. Brown
Erik P. Brownvor 7 Tagen

Thank you! 🙏 Very helpful! 💖🫡

Profilbild von Chủ Tịch
Chủ Tịchvor 7 Tagen

it has to happen soon. we don’t want all the lawfare coming from the next admin

Profilbild von David Chip”on”
David Chip”on”vor 7 Tagen

👍 👍

Profilbild von Lynne (MINNIE)
Lynne (MINNIE)vor 7 Tagen

@GrumpyTesla_ Love that blue on you💕

Profilbild von Ramy
Ramyvor 7 Tagen

Weren’t they supposed to have merged or announced or something already in August according to you

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

yes, still sad that did not happen

Profilbild von Zdme “ZDme”
Zdme “ZDme”vor 7 Tagen

can i dm you?? i have a personal request ??

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

sure, my DMs are open to all my subscribers

Profilbild von Zdme “ZDme”
Zdme “ZDme”vor 7 Tagen

ok

Profilbild von Mark Levitski
Mark Levitskivor 7 Tagen

Eventually you'll be right. Lol

Profilbild von Crusader
Crusadervor 7 Tagen

There will be no premium more than 10%-20%

Profilbild von Maybe
Maybevor 7 Tagen

Here is my take, A merger is only possible once SPCX is substantially higher than TSLA, this will allow for a nice premium to be paid to TSLA shareholders while allowing Elon the most control for future success. So it’s not as much a matter of time rather a matter of price points.

Profilbild von AlvinEscuadro
AlvinEscuadrovor 7 Tagen

Also before Trump leaves office.

Profilbild von AleXandra Merz
AleXandra Merzvor 7 Tagen

Yes, the clock ticking is real I truly hope this comes soon

Profilbild von Rufus
Rufusvor 7 Tagen

I’m not as confident as I was before about a merge. I don’t see it happening and if it does it’s probably years away.

Profilbild von Bruce Campbell
Bruce Campbellvor 7 Tagen

To eliminate opportunity doubt and ensure the market truly reflects the company’s prospects, I believe the merger announcement cannot happen before the four major reveals. The Robotaxi/Cybercab event has occurred, but the Semi, FSD 15, and Optimus reveals are still upcoming.

Profilbild von ☘️Tallpaulcdn☘️🇨🇦
☘️Tallpaulcdn☘️🇨🇦vor 7 Tagen

I look forward to your input TBM. 👍🙏😎🇨🇦

Profilbild von Stanley
Stanleyvor 7 Tagen

Thanks mama! Appreciate you!🫡🫶

Profilbild von K.Beauty.Arena🍉
K.Beauty.Arena🍉vor 7 Tagen

Thanks for sharing your valuable take on this issue.

Profilbild von Tony Penson
Tony Pensonvor 7 Tagen

It is needed for the Space Race, fast tracking Optimus humanoids and manufacturing on Earth,and mining, manufacturing on the Moon and Mars.

Profilbild von Tony
Tonyvor 7 Tagen

Isn't the long pole in the tent SPCX being added to SP500? If TSLA was acquired before SPCX's addition, wouldn't they both be out of SP500? (large sucking sound)

Profilbild von Simon
Simonvor 7 Tagen

No merger. Tesla still wants to sell cars in China. Can’t afford to be sanctioned by China.

Profilbild von tyle
tylevor 7 Tagen

What are the current odds of a merger proposal. I'd like to own SpaceX and Tesla. So a merger would relieve me from thinking about it. Remove the occasional sleepless night wondeing whether to sell Tesla to buy SpaceX.

Profilbild von kdog
kdogvor 7 Tagen

It gets old

Profilbild von Mike Smith
Mike Smithvor 7 Tagen

Name would work SpaceXTesla

Profilbild von Experts Say
Experts Sayvor 7 Tagen

All of this merger talk is starting to sound like “Waiting for Godot.”

Profilbild von Henry Krinkle
Henry Krinklevor 7 Tagen

There won’t be a merger any time soon.

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