To The Moon

$TSLA - SPACEX–XAI MERGER VALUATION DETAILS CNBC’s Faber reported that SpaceX is valued between $859B and $1.26T, while xAI is valued at $219B to $294B. The exchange ratio is 0.1433 xAI shares per SpaceX share, with xAI priced at $75.46 and SpaceX at $526.59.

$TSLA - SPACEX–XAI MERGER VALUATION DETAILS CNBC’s Faber reported that SpaceX is valued between $859B and $1.26T, while xAI is valued at $219B to $294B. The exchange ratio is 0.1433 xAI shares per SpaceX share, with xAI priced at $75.46 and SpaceX at $526.59.

I believe the next logical step is for Tesla and SpaceX to merge, Subject to board, shareholder and regulatory approvals. Back-of-the-napkin math: Tesla: $1.75T SpaceX: $1.25T Combined valuation: $3T Both Tesla and SpaceX shareholders receive shares in a new parent company, let’s call it Xshire. Tesla shareholders owns 58% ($1.75T) of Xshire, SpaceX shareholders owns 42% ($1.25T).

I believe the next logical step is for Tesla and SpaceX to merge, Subject to board, shareholder and regulatory approvals. Back-of-the-napkin math: Tesla: $1.75T SpaceX: $1.25T Combined valuation: $3T Both Tesla and SpaceX shareholders receive shares in a new parent company, let’s call it Xshire. Tesla shareholders owns 58% ($1.75T) of Xshire, SpaceX shareholders owns 42% ($1.25T).

JPMorgan just upgraded $SoFi to overweight from neutral Price target $31

JPMorgan just upgraded $SoFi to overweight from neutral Price target $31

Top 12 most valuable companies on Earth right now: 1) Nvidia: $4.5T 2) Alphabet: $4.2T 3) Apple: $4T 4) Microsoft: $3.1T 5) Amazon: $2.6T 6) Meta: $1.8T 7) TSMC: $1.8T 8) Saudi Aramco: $1.65T 9) Tesla: $1.6T 10) Broadcom: $1.6T 11) SpaceX: $1.25T 12) Berkshire Hathaway: $1.05T

Top 12 most valuable companies on Earth right now: 1) Nvidia: $4.5T 2) Alphabet: $4.2T 3) Apple: $4T 4) Microsoft: $3.1T 5) Amazon: $2.6T 6) Meta: $1.8T 7) TSMC: $1.8T 8) Saudi Aramco: $1.65T 9) Tesla: $1.6T 10) Broadcom: $1.6T 11) SpaceX: $1.25T 12) Berkshire Hathaway: $1.05T

I think @elonmusk is moving toward his X vision. I could see this playing out in this way from a branding perspective. X - The Everything Platform A unifying layer for communication, intelligence, mobility, commerce, and infrastructure. X Infrastructure – X (accounts, identity), xAI training clusters, data pipelines X Intelligence – xAI, Grok, foundation models, agents, reasoning systems X Communications – X DMs, X Spaces, X Live, voice and video streaming X Social – X timeline, creators, communities, media distribution X Payments – X Payments (early rollout), peer-to-peer payments, creator monetization X Commerce – X Premium subscriptions, advertising, creator payouts X Auto – Tesla Autopilot, Full Self-Driving (FSD), vehicle OS, fleet learning X Robotics – Tesla Optimus, factory automati

I think @elonmusk is moving toward his X vision. I could see this playing out in this way from a branding perspective. X - The Everything Platform A unifying layer for communication, intelligence, mobility, commerce, and infrastructure. X Infrastructure – X (accounts, identity), xAI training clusters, data pipelines X Intelligence – xAI, Grok, foundation models, agents, reasoning systems X Communications – X DMs, X Spaces, X Live, voice and video streaming X Social – X timeline, creators, communities, media distribution X Payments – X Payments (early rollout), peer-to-peer payments, creator monetization X Commerce – X Premium subscriptions, advertising, creator payouts X Auto – Tesla Autopilot, Full Self-Driving (FSD), vehicle OS, fleet learning X Robotics – Tesla Optimus, factory automati