Scott

[Muskonomy @muskonomy]

NEWS: Theoretical physicist Lawrence Krauss drove from South San Francisco through Oregon without touching the steering wheel using Tesla FSD.

"Am converted," Krauss wrote on X. He called the technology magical and life changing.

He also said it was relaxing and potentially life saving.

Krauss is a bestselling author and former chair of the physics department at Arizona State University.

He thanked Elon Musk directly for the technology.

His post has 879,000 views in under a day.

[Rand Paul @RandPaul]

For years, I raised alarms about dangerous gain-of-function research being farmed out to foreign countries, and I was told it was a conspiracy theory. Now, declassified documents show that the U.S. funded over 120 biolabs across more than 30 countries. Some of this research was conducted overseas precisely because scientists knew it would face scrutiny on American soil.

I'm calling for a presidential commission of scientists to review all gain-of-function research going forward. We're going lab by lab and pathogen by pathogen until the American people know the full truth.

https://t.co/gtv6sZ7viR

[Neo @Realneo101]

250,000 British girls raped by Pakistani grooming gangs.

Where are the feminists now?

Where is Emma Watson?
Where is Natalie Portman?
Where is Angelina Jolie?
Where is Greta Thunberg?
Why are they silent?!

[Damani Felder @TheDamaniFelder]

The UFC paid for this, not you. You paid for benefits for illegal immigrants and Somalian learing centers. And that's largely why your groceries are expensive.

Hope this helps.

[mert @mert]

"ive been in office for 13 years and our yearly budget is 7 trillion but we can't help children unless we steal from the guy doing spaceflight"

[Banana3 @Banana3Stocks]

@JP_Money_95630 There’s gonna be a cut

[Bradford Ferguson @bradsferguson]

It’s the Dawn of Robotaxi and the Eve of Optimus and… NO! What’d you do?

Come on now. That is aggressive Grant! How can you do that?

[₿rett @brettmacro]

$SPCX is more than double $TSLA valuation now.

Tesla has 5x more revenue
Tesla $3.9b profit vs SpaceX -$4.9b
Tesla P/E ratio: 375
SpaceX P/E ratio: N/A

Tesla share holders have to be insanely confused.

[Grant Melson, CFA @grant_melson]

Updated Master Plan for Tesla

[TeslaFUDKer 🍁⚡️ 𝕏𝕏𝕏 @technoking_420]

Once the merger is announced, most likely $TSLA will shoot up past $2T+. Eventually, $SPCX will lose momentum and come crashing down. Then both companies will trade in lockstep until the actual merger. I’d say the new combined entity will settle at roughly $3-4T in market size.

[TeslaFUDKer 🍁⚡️ 𝕏𝕏𝕏 @technoking_420]

$SPCX at $3T $TSLA at $1.5T. That’s 100% premium for the merger at 1:1 ratio. Just remember this.

[🤖🧠👀 AI 4 Everman @Everman]

@iliketeslas He’s not an Elon hater.

To put forward opinions about a delayed merger instead of a fast merger does not make someone an Elon hater.

To advocate for a larger percentage ownership for $TSLA holders is actually bullish for Tesla holders.

[Scott @Coding_Zombie]

@TMSP85 @bradsferguson @TeslaBoomerMama Any number before robotaxi scales is going to be extremely low for most Tesla bulls

[Freedom Fulfilled @FreedomFulfill]

@bradsferguson @Amy787 Rebellionaire is one of the few who actually give a crap about Tesla investors. Amy is either completely illogical, or has alterior motives. Last year influencers were saying how valuable Tesla was, now they’re screaming to sell out for pennies on the dollar. Something stinks

[Matt Smith @nerdalert]

I agree with Amy’s second bullet that a merger creates more upside. I’m for a merger in theory.

However the point Bradford is trying to make is that it matters a lot what the exchange ratio is. My strong sense is that Tesla is close to an inflection point in profitability, and if that happens I’d expect the stock to revalue upwards significantly. SpaceX is also undervalued according to our valuation model, but not nearly as much as Tesla.

So my view is that a hypothetical combination of the two companies at their current valuations would be less favorable than waiting a bit for Tesla’s valuation to move.

The main point Bradford and I want $TSLA shareholders to consider is that it makes a huge difference to their upside if $TSLA shareholders get ~40% of the combined entity (that’s what the math would be today) vs. waiting a bit and potentially having 60% or 75%+.

This exchange ratio matters a lot, even if we think there is still upside at the current level.

I mean just imagine if the companies had combined in 2021; Tesla shareholders would’ve had >90% of the combined company! It would clearly have been more advantageous for us to do a deal at those economics than at what could be contemplated today.

My view is that Tesla has more significant near term valuation catalysts than SpaceX, and I strongly suspect Tesla investors could get a better deal by waiting for the relative valuations to adjust.

I’ll happily stick up for current $TSLA holders by pointing this nuance out, even if it means being labeled as a FUD-spreader by some.

[Grant Melson, CFA @grant_melson]

@bradsferguson “No merge” TSLA bulls to “merge fast” TSLA influencers.

No merge is the most bullish stance you can take on TSLA.

The other side wants to sell half (or more) of their shares for SPCX

[Bradford Ferguson @bradsferguson]

If Tesla and SpaceX merged in 2021, Tesla shareholders would own 90% of the combined company.

I supported it then!

If they merged today, $TSLA shareholders would own 40% or so.

The timing matters. We do not support a fast merger and will be sharing more thoughts on the matter.

[Whole Mars Catalog @wholemars]

Remember when the media reported factual stories instead of just trying to convince you to hate people?

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

@NathanJRobinson You really need the help of a Psychiatrist … really, get help

[Raines @raines1220]

I believe Tesla is currently undervalued while Elon owns about 20% of it, and SpaceX is currently overvalued while Elon owns about 40% of it. The synergy is real, but the marginal benefit of merging is not enough to justify diluting Tesla shareholders with overvalued SpaceX equity. I bought Tesla at a price I liked, and I can buy SpaceX later at a price I like. I fully support them working together, but as two separate companies.