$TSLA

Tesla and SpaceX likely merge by end of next year (>80% probability), forming the world's largest company.

BullishHe framed it in months
“Tom Lee and Dan Ives Explain Everything | TCAF 260”
The CompoundPublished Sep 18 · 5 passages

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So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.

This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.

Is Tesla the first choice besides investment funds? If someone is looking for the most likely stock to make a profit in the future of robotics and self-driving cars. It's like Tesla versus everyone else, isn't it?

But in my view, by the end of next year, those companies may merge; I mean, my vision is a merger between Tesla and SpaceX. this is the golden vision: Tesla and SpaceX under one umbrella.

Not just from a data perspective, but in terms of all the artificial intelligence technologies they are building, ultimately becoming one company. It will be the largest company in the world.

And I believe – as we said – that there is a greater than 80% chance by the end of next year that Tesla and SpaceX will eventually merge.

Watchpoints

Announcement or confirmation of a Tesla-SpaceX merger

What this channel has said about $TSLA

The Compound has 2 calls on this stock; only the adjacent ones are shown.

2026-10-02Bearish
I heard all this talk in 2017, heated discussions about Tesla, where it was said that it would lose billions of dollars, go bankrupt, and not be able to repay its debts to bondholders.
Quote at 56:48 ›
2026-09-18BullishThis one
So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.
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