Nick Peitsch

Chemical Process Engineer | Tech Stocks & Rental Property Investor

[Nick Peitsch @NickPeitsch]

@Spyder474 I think SpaceX stock doesn’t grow much for the next 1-3 years given the high valuation. Usually this is the case for overhyped IPOs.

[Nick Peitsch @NickPeitsch]

A $TSLA and $SPCX merger will NOT benefit Tesla shareholders.

Two Reasons:

1. You’re effectively selling 50% of your TSLA stock for a company trading at ~100x revenues

2. SpaceX insider lockup expiry in 6 mo will create MASSIVE selling pressure

Big risk ahead…

[Nick Peitsch @NickPeitsch]

@TheCuriousIowan Just want the best as a shareholder!

[Nick Peitsch @NickPeitsch]

@PedroCoSilva Yes 💯 agreed! 2030 onwards is ideal

[Nick Peitsch @NickPeitsch]

@BoBbyPleWniaK I agree 💯 this Q2 2026 earnings is shaping up to be stellar

[Nick Peitsch @NickPeitsch]

@divindj @SECGov Interesting, can you explain?

[Nick Peitsch @NickPeitsch]

@TeslaXrp Once Optimus and Robotaxi scale wide and we see massive stock price appreciation, I am all for a merger with SpaceX!

[Nick Peitsch @NickPeitsch]

@WilderStocks 💯 I agree!

[Nick Peitsch @NickPeitsch]

@YourAlphaTesla Cost per token is a function of economic value, not cost of GPU/TPU cluster.

Gemini and Anthropic models are far superior to Grok models currently.

[Nick Peitsch @NickPeitsch]

@greenworldsci We could only hope there would be less selling pressure…

[Nick Peitsch @NickPeitsch]

@RobinBlaau29361 I hope you’re right 🙏

[Nick Peitsch @NickPeitsch]

@yVibrantCapital My name is Nick 😊

[Nick Peitsch @NickPeitsch]

@grendarl Elon truly cares about his mission, not the money

[Nick Peitsch @NickPeitsch]

@YourAlphaTesla Why would Google continue paying SpaceX $900MM/mo in perpetuity when they produce and operate their own chips at a fraction of the cost? Anthropic buys chips from Google too…

[Nick Peitsch @NickPeitsch]

@PhilippEffkema1 I excluded the deals from Anthropic and Google because the future revenue is not guaranteed beyond 90 days… either company can cancel the contract on short notice

[Nick Peitsch @NickPeitsch]

@ProximalAI I support a merger after 3-5 years once we see TSLA stock price appreciation.

[Nick Peitsch @NickPeitsch]

@Rec1pr0city I sure hope it doesn’t happen within the next year…

[Nick Peitsch @NickPeitsch]

@New_Dimension10 💪

[Nick Peitsch @NickPeitsch]

@curiouscammie Actually I love Elon! I’m just seeing things objectively as they are today.

Not sure what you’re on about 🤣

[Nick Peitsch @NickPeitsch]

@Jordan197189 🤣

[Nick Peitsch @NickPeitsch]

@Seehawer I agree… they aren’t even profitable yet!