TraderS | 缺德道人|7月 28, 2026 15:57
Here’s the translation:
"Let’s revisit the history of Musk’s empire-building strategy:
It started in 2016 with SolarCity → Tesla — $2.6 billion to roll his cousins’ company and his own investments into Tesla. Shareholders sued in Delaware, but he won the case and set a precedent.
The industrialized version is happening now: X merges with xAI ($33 billion, March 2025) → xAI merges into SpaceX (valuation around $80 billion, early 2026) → casually adds Cursor ($60 billion, all-stock deal) → IPO in June.
Eventually, he’ll use his usual stock swap method to merge Tesla into SpaceX, so ensuring SPCX is expensive and TSLA is cheap is a necessary path (though this strength/weakness is relative).
Last week’s Tesla earnings call already started laying the groundwork for business integration. The next moves will likely follow this sequence:
1. August 4: First earnings report — using Starlink revenue, AI orders, and capital expenditure guidance to reassess fundamentals.
2. August 5: Supply gap; August 6: Unlock testing; August 7: Grok nodes — first create buzz around the earnings and products, then address real supply.
3. Starship 14 hype: Especially the upper-stage ship tower catch. This is more suitable for hyping “fully reusable economics” than a regular launch. If successful, it can be heavily marketed as commercial spaceflight being as close as commercial aviation.
4. Sudden announcements: Starshield, Pentagon deals, AI computing power, or major Starlink contracts.
5. Long-term bundling to hype Tesla–SpaceX synergy and even merger expectations.
Of course, whether Musk will follow this path remains to be seen. Let’s watch and verify step by step.
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