Tesla leads in key high-TAM sectors with strong execution; holding for asymmetric upside is justified by its dominant position and potential synergies, even if a merger occurs.

and T& Tesla is not present and either is K8. Thank you for your research on Tesla and SpaceX. I'm curious about your perspective on the view that Tesla and SpaceX are based on hype and speculation regardless of market upside and how this aligns with your thesis and your prediction that Ela Musk gives Tesla great upside potential.

first of all, when we look at the businesses and I look at TAMs, but they are it's undisputable that they are the leaders in cars. They're about to launch the best sports car on earth in the history of the world.

They are the leaders in self-driving cars. They are the leaders in cyber cabs, robo taxis. They are the leaders in energy storage. And they're soon to be the leaders in humanoid robots. I always say never fade Elon.

When you look at the portfolios of these two companies, absolutely insane. But even more insane, and why I'm fascinated is I start with TAMs, total addressable markets. When you break down the TAMs of these two combos, SpaceX and Tesla, collectively it's 83 and a half trillion.

some of the biggest ones, humanoid robots, Optimus, 25 to30 trillion TAM. Tesla robot taxi cyberc$10 trillion,

And uh yeah, nobody else has this. And the synergy between the companies is also very impressive. So hype, no, not so hype. Look at the execution and look at the track record.

The risks that could break the model are if car sales stop, FSD fails,

This question is regarding the machine native economy. And we're going to spend a bit of time on this one because although I I made a video on Friday or Thursday talking about it.

It was quite uh an important report from Black Rockck.

If a Tesla SpaceX merger is announced at a 40% premium floor, but Cyber Cab and Optimus scaling pushes Tesla higher on its own before the close, could a caller let holders keep the upside above the cap?

we do know that with things like Tesla and SpaceX that it's often a seller rumor type of situation. If if it does not let you keep the cyber capital optimus upside, that's very important to know.

Now, when it comes to this type of merger, this is a mega merger. This is going to be probably the biggest ever, but it's also a very synergistic set of companies that have very dominant moes going after the biggest TAMs in the world.

So, don't overthink it. So, the Tesla ticker will disappear.

I continue to stack both and but part of my investment thesis right now is finding asymmetric upside with very limited downside. And as far as I'm concerned, these two fit the bill. we're hearing more and more chatter about the merger happening perhaps sooner than not.

I thought for sure it was definitely going to happen within 2 years. Now, it looks like it might happen a little sooner than that.

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