A Tesla-SpaceX Merger?

As a long-term Tesla shareholder, I’m watching the SpaceX IPO very closely.

SpaceX is heading toward the public markets, with reports pointing to a possible Nasdaq listing as early as June 12 under the ticker SPCX.

The IPO could value SpaceX around $1.75 trillion and possibly raise as much as $80 billion, making it one of the largest IPOs in history.

As a long-term Tesla shareholder, I find this interesting. SpaceX is one of the most important private companies in the world, with Starlink, rockets, defense contracts, and possible future AI infrastructure all sitting inside the story.

The market is already asking the obvious question: does SpaceX eventually merge with Tesla?

Prediction markets have been pricing in real odds of some kind of Tesla-SpaceX merger over the coming year.

For Tesla shareholders, the question is not whether SpaceX is an incredible company. I think it clearly is. The question is whether a future deal would actually benefit Tesla shareholders.

As a long-term Tesla shareholder, I like the idea of a possible merger. But I still want to see the math first.

For now, the upcoming SpaceX IPO is the main event. Any Tesla merger talk is sheer speculation until we see real terms.

But make no mistake: once SpaceX begins trading publicly, the market will immediately start repricing the entire Musk ecosystem of companies, including Tesla. That’s why I’ll be watching this IPO closely.

Note: I intend to buy shares of SPCX but probably won’t buy the first day.

I’ll alert our members when I buy shares.

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