Everyone is talking about $TSLA & $SPCX at a $500/share merger.
@elonmusk has consistently praised @ARKInvest modeling around $TSLA as being the most accurate. But if we simply work ARKinvests discounted share price backwards we are supposed to have a BEAR case fair value between $1300-$1800 TODAY!
So are you really willing to give up your shares for $500 and voting control for such a discount just to merge with a company you can already buy on the open market?
According to ARK’s June 2024 model ($2,600 expected value by end-2029), the implied fair value today (Oct 26, 2026) is roughly $1,300–$1,900, depending on the discount rate.
And using their latest model that was released a week ago.
Rough range for the expected value: about $1,400–$2,700 today, depending on the discount rate used. The bear case discounts to roughly $1,300–$1,800, and the bull case to roughly $1,950–$2,800 in the same rate range.
Saturday's Tri-Brick #Ironman training ramp up. Trying to not overdo it.
Mike retweeted
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: tesla.com/robotaxi/interest
Mike retweeted
Hey @tesla_na we need these protection plans available in Canada 🇨🇦
Tesla raises wheel & tire protection prices as Cybertruck windshield plan gets cheaper driveteslacanada.ca/news/tes…
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In exchange for the chance to win $10,000, reply with #MonthlyMillionaire and repost this before August 26, 11:59 ET. Great deal. T&Cs apply.
