Speculative Tesla and SpaceX merger potential
The guest highlighted a low-probability but highly impactful potential merger between Tesla and SpaceX.
The argument
Mitchell suggested that Morgan Stanley could be formulating a backup plan to merge the two entities if the standalone SpaceX IPO faces hurdles, which would heavily penalize investors shorting Tesla.
The thesis, stress-tested
✓ What validates it
- ✓Polymarket contract odds for a merger rise above the cited 1% level
- ✓Official filings or statements indicating discussions of a joint structure
▸ Risks discussed
- ▸Extremely low probability of occurrence
- ▸Severe corporate governance and shareholder pushback
Hear it yourself
"Right? Then the next problem is is that Vanguard, BlackRock, State Street, and Invesco, the guys that run the big ETFs, well, SpaceX isn't yet in the index. They cut they they they can't come into the order book. So, essentially, the hedge fund community writ large is going to have to warehouse this stock until this thing goes into the index, and they're gonna need to hedge, you know, hedge hedge hedge that position. I mean and the prime prime broker community has never supported that kind of quantum of warehousing before. You know, these aren't treasuries. This is It's a hand it's a hand off. So if if BlackRock, State"
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