Jun. 14 at 2:34 PM
$TSLA The Tesla/SpaceX merger talk is interesting — but the timing matters.
The ideal setup for Tesla holders isn’t a merger today while SpaceX is carrying a massive valuation. The real bull case is: Tesla rerates first.
FSD scales. Robotaxi expands. Optimus gets a serious demo, real factory use, reservations/orders, and the market finally starts valuing Tesla as the leader in physical AI — not just an EV company.
Then, after TSLA has already had an enormous move higher, a Tesla/SpaceX combination becomes a totally different story. Tesla holders would be coming in from strength, not weakness.
FSD + Optimus first. Massive TSLA rerate first. Merger later.
That’s the dream sequence. 🚀🤖
$SPCX