Volo 🇺🇦🇺🇸🇪🇺

991 posts

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Volo 🇺🇦🇺🇸🇪🇺

Volo 🇺🇦🇺🇸🇪🇺

@Volo3000

Husband & Father 👨 | Philosopher 🤔 | Ex-IT 💻 | Stock market enthusiast 📈 Let's see in 10 years Tesla referral link: https://t.co/E135vbsnoM

Katılım Mart 2021
30 Takip Edilen64 Takipçiler
Gary Black
Gary Black@garyblack00·
Per Bloomberg: I continue to view SpaceX IPO as incrementally negative to $TSLA in the near-term since it will cause TSLA shareholders who want a piece of SpaceX to sell a portion of their TSLA holdings. SpaceX Said to Target as Much as $75 Billion in Blockbuster IPO - SpaceX is considering a fundraising target in its IPO of about $75 billion, according to people familiar with the matter. - The company has discussed with potential investors the prospect of raising more than $70 billion, and either figure would be far above the $50 billion target previously reported. - SpaceX could seek a valuation in the IPO of more than $1.75 trillion, and is weighing a market debut in June, though the timing could still shift. By Kiel Porter, Ed Ludlow and Bailey Lipschultz 03/25/2026 08:33:39 (Bloomberg) -- SpaceX is considering a fundraising target in its IPO that would dwarf the previous largest ever debut, according to people familiar with the matter, as billionaire Elon Musk’s rocket and satellite maker moves forward with listing plans. The company is weighing a ballpark figure of about $75 billion in its initial public offering, one of the people said, asking not to be identified as the information isn’t public. SpaceX has discussed with potential investors the prospect of raising more than $70 billion, some of the people said. Either figure would be far above the $50 billion target Bloomberg News has previously reported, and more than double the largest ever IPO, Saudi Aramco’s $29 billion listing in 2019. SpaceX continues to seek a market debut in June, though the timing could still shift, some of the people said. The company could file its IPO paperwork confidentially as soon as this month, Bloomberg News reported in February. The Information earlier reported the higher fundraising target. Preparations for a confidential filing are ongoing and SpaceX could still decide to change the plan, the people said. A representative for SpaceX didn’t immediately respond to a request for comment. SpaceX could seek a valuation in the IPO of more than $1.75 trillion, people familiar with the matter have said. It acquired Musk’s artificial intelligence startup xAI in a deal that valued the enlarged entity at $1.25 trillion, Bloomberg News has reported.
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TheSonOfWalkley
TheSonOfWalkley@TheSonOfWalkley·
BREAKING: $TSLA IS DESIGNING PRODUCTION LINE TO MAKE “HUNDREDS” OF CYBERCABS PER WEEK 👀 Ramp up is coming !
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Pejjy
Pejjy@CuriousPejjy·
Uh... are we actually doing this now? 😬
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Pejjy
Pejjy@CuriousPejjy·
Never enough $TSLA.
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Pejjy
Pejjy@CuriousPejjy·
Good morning to all $TSLA investors who are NOT waiting for AI5 models to place an order 👀
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AJ Investment Research
AJ Investment Research@alojoh·
Re Tesla merger: The most important numbers bankers and lawyers are working out right now is the exchange ratio proposed for a Tesla and SpaceX/xAI merger. This ratio drives significantly how much value ends up with existing Tesla shareholders. The exchange ratio determines how many Tesla shares will be issued to SpaceX/xAI shareholders in exchange for their SpaceX/xAI shares.
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TheSonOfWalkley
TheSonOfWalkley@TheSonOfWalkley·
BREAKING: $TSLA TO POTENTIALLY BE “INCLUDED” IN SPACEX & XAI MERGER 👀 Extremely bullish !
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Gary Black
Gary Black@garyblack00·
A $TSLA/SpaceX merger makes no sense mathematically for TSLA shareholders unless there are huge cost or revenue synergies for $TSLA. The 35% dilution is just too great given the relative P/E differences. This is the same reason the idea of a combined enterprise with all of Elon’s businesses didn’t fly last time. The math is pretty straightforward: If TSLA contributes its $1.5T market cap at a 200x P/E and SpaceX contributes its $800B market cap equity at a 400x P/E, the combined company would have $2.3T market cap. To make the math work, TSLA would dilute its shareholders by issuing 35% new shares ($800B / $2.3B), and the combined company would show $8B adj net income (TSLA $6B, SpaceX $2B). IMO many existing TSLA institutional shareholders would balk at the uncertainty of 25% profits coming from space travel/communications and sell their shares. Every TSLA shareholder knows that TSLA is no longer just an EV company, but Energy, Autonomy, and Robots are at least profitable and can be modeled analytically. Many here will say that numbers don’t matter, but that is dangerous thinking. The industrial logic of a TSLA/SpaceX merger escapes me. I get that a deal makes Elon’s empire easier to manage since TSLA can fund SpaceX’s negative cash flows but that’s not TSLA shareholders’ concern. While it’s true we no longer own TSLA shares so have no horse in this race, my past warnings to TSLA shareholders (TSLA would not sell 20M cars/year by 2030; other mnfrs would master unsupervised autonomy at the same time as TSLA) proved correct and so should lend some credibility that I know what I’m talking about. $TSLA has now underperformed Nasdaq for 5 years (TSLA +48% vs NDX +90%) including over the past year (TSLA +12% vs NDX +20%). We use 1- and 5-year measurement periods because those are the most common periods used by Bloomberg users, as you can see by the Bloomberg default periods at the bottom of the graphs below.
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Elon Musk
Elon Musk@elonmusk·
@wholemars S and X will always continue to exist in the fleet, just not in production, but it is still a little sad
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Ross Gerber
Ross Gerber@GerberKawasaki·
It's the end of an era for tesla. $tsla
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Ned Nederlander
Ned Nederlander@NedPNederlander·
@GerberKawasaki hey ross. have always enjoyed your take on Tesla. but how do they mass produce a robot when Boston Dynamics & Honda etc havent gotten there? i mean, FSD isnt a thing, robotaxis arent a thing - say they could make them, what could they do? carry boxes in Amazon warehouse?
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Pejjy
Pejjy@CuriousPejjy·
Dear $TSLA investors, How do you feel about the Model S/X situation? 😔
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TheSonOfWalkley
TheSonOfWalkley@TheSonOfWalkley·
BREAKING: ELON MUSK SAYS — THE LARGEST COMPANY COULD REACH “$100 TRILLION” IN 10 YEARS 👀 $TSLA Will it be Tesla ?
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TheSonOfWalkley
TheSonOfWalkley@TheSonOfWalkley·
BREAKING: ELON MUSK SAYS — $TSLA CYBERCAB PRODUCTION STARTS IN APRIL 👀 We’re very close !
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Barbell Financial 💪🏻💰
My wife & I own a $800k house My parents own a $1 million house Sister owns a $1.2 million house Brother owns a $500k condo We could sell them all Pool our money together Buy one massive house Share the expenses And help each other Why aren’t more families doing this? 🤔
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Jim Cramer
Jim Cramer@jimcramer·
If Bessent has his way then you buy today
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Chris King
Chris King@ChrisKing189362·
@Volo3000 @GrindeOptions Definitely below $55 but will end up past $60 before the end of the day, barring any negative, earth-shattering news.
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Cole Grinde
Cole Grinde@GrindeOptions·
FUTURES ARE RED THIS EVENING BUT MARKETS ARE NOT OPEN TOMORROW. Are you capitalized to take advantage of this dip on Tuesday? 👀
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