Mark Ferrara

Investor, trader, & technology enthusiast. All opinions are my own, not advice to buy or sell stocks.

[Mark Ferrara @MarkFerrara12]

@niccruzpatane @Tesla Idk wth they’re modeling. With Hd mapping there no way Waymo gets below $1. And even if you say Waymo goes pure vision outsourced hardware no way they get below $0.75.

[Mark Ferrara @MarkFerrara12]

This is great math. I continue to say there’s no chance Tesla shareholders approve unless they revive implied per share value above ATH, and likely a good premium above. + even if you argue the vote would pass it has to survive affiliate litigation, so Tesla needs to receive substantial premium to prove they are getting fair value for future potential income and for Elon getting control premium he desires. So you $600 example is probably the lowest level that works.

If he gets cute and tries to do lower value, it also risks a $NVDA or other coming in with competing offer to get shareholders to back that. I firmly believe a transaction does not get done without at least a $600+ offer

[Mark Ferrara @MarkFerrara12]

@wholemars $SPCX revenue closer to $50bn with Anthropic, GOOG, and now cursor annualized.

[Mark Ferrara @MarkFerrara12]

Again there is 0% chance it’s approved or avoids affiliate litigation without a 50% premium to $TSLA (on today’s price), which would put price well above ATH’s. Then shareholders have less ground to stand on in suit and approval probability goes up. If he doesn’t offer $600+ it will all be for nothing. He controls SpaceX so there’s way less risk on that side.

By my math if price held today he could offer $600 and still keep 50%+ overall control of both. Although the options are complicated so may be slightly off. Think price needs to be above $200 on $SPCX

[Mark Ferrara @MarkFerrara12]

@SawyerMerritt Emailed all of them... ridiculous

[Mark Ferrara @MarkFerrara12]

@Evan_ss6 Yeah, they'll have to pay hefty premium to pass shareholder vote. 50% probably gets it done

[Mark Ferrara @MarkFerrara12]

@coinmamba $50 billion with GOOG and Anthropic compute deals + Cursor

[Mark Ferrara @MarkFerrara12]

@litcapital $TSLA next.

[Mark Ferrara @MarkFerrara12]

@qthomp $TSLA

[Mark Ferrara @MarkFerrara12]

@TheLongInvest 50% premium, all stock. likely gets approved at that premium

[Mark Ferrara @MarkFerrara12]

@TheLongInvest SPCX pro forma Revenue is closer to $50bn with pro forma anthropic and goog deals + Cursor. point still stands, but important to note that.

[Mark Ferrara @MarkFerrara12]

@EdLudlow its 67 pro forma for Anthropic and Goog deals.

[Mark Ferrara @MarkFerrara12]

@elonmusk time to acquire Tesla. Need probably a 50% premium to pass SH vote and avoid affiliate litigation. $SPCX Stock may not be this high again for 12-18 months, take the accretion dynamic while you can!

[Mark Ferrara @MarkFerrara12]

@elonmusk @farzyness Lol! Why aren’t you guys scaling then? There should be thousands of unsupervised with how good it is!

[Mark Ferrara @MarkFerrara12]

@benjitaylor $87.5bn in your bank and some green shoes will do that

[Mark Ferrara @MarkFerrara12]

@EMostaque @SpaceX @cursor_ai Great way to blend down your multiple!

[Mark Ferrara @MarkFerrara12]

@MeghanKReynolds @SpaceX ☠️ that’s one way to sum it up 🤣

[Mark Ferrara @MarkFerrara12]

@nicochristie Bro ☠️…

ps I love shortcut. Please convince Elon to buy you so we can get it mainstream through grok. Grok + Cursor + Shortcut = Gameover

[Mark Ferrara @MarkFerrara12]

@DarrigoMelanie We have the money to fix it already, they just need to stop sending it to foreign NGOs and for gain of function research. All politicians choose to waste it elsewhere… also not pointing fingers both parties are complicit, maybe one side more so as of late.

[Mark Ferrara @MarkFerrara12]

Every American! You built like 120 meters of high speed rail for $50bn…. Now you expect us to believe you’re efficient enough to dole that out so it works for every college age American?! JFYI, there’s ~18.5 million college age Americans. At an average cost of $40k over 4 years that’s $2.96 trillion or $740bn a year.