IT IS WHAT IT IS
06-09
Bullish on the ultimate natural monopoly. 🌌
"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street." @Tiger V @SPACE ROCKET
Merger Hype Reverses: Who Would Really Pay for a Tesla-SpaceX Deal?
SpaceX fell 9.14% and Tesla 3.08% as investors weighed obstacles to an unconfirmed merger. Governance, exchange terms, and regulatory scrutiny could complicate a deal. Bulls cite SpaceX’s $14.58B quarterly revenue, including $7.56B from AI, and potential synergies across Starlink, compute, energy, and autonomy. Bears warn Tesla shareholders could face dilution and control conflicts. Before terms emerge, should dilution outweigh potential synergies in valuation?
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