Tesla bulls are missing the more likely scenario: SpaceX rerates 5x by mid-2027, then acquires $TSLA at a 30% premium before Optimus /FSD scales in 2028. The real upside accrues to the $SPCX buyer. That’s the art of the deal. Wake up. The risk of not owning SpaceX is real. Buying $TSLA is hopium.

More likely: SpaceX rerates 5x by mid-2027, then buys $TSLA at a 30% premium before Optimus scales in 2028. Thats the art of the deal. Wake up.

What if this happens? SpaceX rerates 5x by mid-2027, then buys $TSLA at a 30% premium before Optimus scales in 2028. Would be the best deal for Elon.

yes for sure 😂 Joel. Like the last 2 times.

Funny tweet: I want always buy lower and i never buy the stonk 😂

Nobody cares about your data

Hopium 😂

Ups. You now know 3.

I think you underestimating the fact that every GW of Datacenter is in very high demand and he already has a track record in building it fast.

A bottleneck only creates lasting equity value for companies that can expand supply of the scarce thing at attractive margins. If the constraint is structural and hard to loosen, simply being “in the sector” does not guarantee rising cash flows or multiples. Companies that can expand supply: Nvda, Amd, Micron, …

Long $MU

What a shitpost: Reality 3 months later… Hypers still guiding another $700B+, memory still expensive, models still getting smarter and @elonmusk open-sourced the coding agent while keeping the actual frontier model locked up!

Good luck 🍀😂 Eating at Mc Donalds during the biggest tech buildout in human history.

Good Luck 🍀😂

China ramps LPDDR… Micron could shift more capacity toward HBM and make even more money.

Everyone is worried AI will take their job. I am just hoping everyday Muse takes Siri’s 😂

Buy the dip 🚀

Right way: Search for a new Job 😂

😂 Pure Gold

Soon SI Revolution.