Stock Moe on $TSLA (Nov 5, 2026)

I think this company will turn into SpaceX. Tesla will be swallowed up . I think that's a given. He gave up a lot of voting rights there at Tesla. He didn't do it for SpaceX. So if SpaceX buys Tesla and they merge, it will be keen to retain its voting rights. This will make him strong.

There is little impact on the funds , and I don't see the stock recovering now with the stock unfreezings that have just taken place, in addition to another one coming up, and the results are not in SpaceX's favor at the moment.

So, if you put all that together, I think there are more downward pressures than upward pressures at this moment. At this moment. Do I think the situation will change? Yes. But not yet.

There is little impact on funds, and a generally negative impact due to the distraction, but NASA may be saved. What helps? What actually helps SpaceX? The White House has requested a 23% budget cut for NASA.

But the Democratic-controlled Congress protects science budgets. This might save them. Good?

What actually causes harm? Witness summonses. They will be summoning Musk regarding his federal contracts. Public treasury funds flow through a board that can reduce them. This is possible .

Or will I conclude that there is little impact on the funds? One hand re-funds NASA, and the other cuts defense spending. We know that all of that affects the matter.

December 8th is not the final date, nor is it the most important. The most important date ? Let's just put it up for discussion. The major group. The final tranche, which lasted for 180 days, is equivalent to approximately 800 million shares for employees.

The shares are now available, and they can do whatever they want with them. After the fourth quarter, the extended equity campaign begins. 352 million shares after two trading days from the report, March 18, 2027.

Extended Group Time Release. Following the first quarter results, another earnings-related tranche for the same group, 352 million shares, then comes the largest tranche. Musk's shares become free-floating, no early release, no catalyst, no exception , 6.4 billion shares.

Ah, this is the intended chip. This is what I will be worried about .

Seven stock openings are not a pattern, they are just a few. It was seven times in a row, and every day after that the stock rose. But that doesn't mean it will last forever. A very small sample.

The number of shares itself is disputed. As you know, different people say different things. The chip is bigger and the price is lower.

Spending is the real story, and it's getting worse. They are spending more and more, and if they continue to lose money, they will have to raise funds, and this may lead to diluting stocks or increasing debt, and any of this may negatively affect the price.

And a 57x sales multiplier leaves no room for error. There is no room for error, and we may witness something happen.