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    Barclays Analyst: Tesla-SpaceX Merger Possible Before December 2026

    Barclays analyst Dan Levy suggested on Oct 14 that a Tesla-SpaceX merger announcement could occur before Tesla's AGM (by Dec 6, 2026). Combined valuation estimated at $3.5–3.6T, driven by vertical integration of AI, robotics, Starlink, and chip manufacturing. Speculative but framed as increasingly expected in markets.

    Evan LuthraEL
    1 Source, 21h ago, first seen 21h ago

    TLDR

    A Tesla-SpaceX merger would create one of the world's largest companies, consolidating AI infrastructure (Optimus robotics, autonomous vehicles, Grok/xAI), satellite internet (Starlink), and custom chip development. The deal would signal aggressive vertical integration in the AI/robotics era and reshape market expectations for Musk-controlled entities. Prediction markets reflect non-trivial odds, indicating investor attention to the possibility.

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    1 Source, first seen 21h ago

    138 likes32 comments2 saves5 reposts

    Combined views

    17.6K

    1 Source, first seen 21h ago

    138 likes32 comments2 saves5 reposts
    Image: @EvanLuthra on X

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    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    1 Source

    Evan Luthra@EvanLuthra🚨THIS COULD BE THE BIGGEST MERGER IN HISTORY. Barclays thinks Tesla and SpaceX could announce a merger by early December. Their analyst says a combination is now "increasingly the consensus expectation." SpaceX alone went public in June at a ~$1.8T valuation, raising ~$75B in the largest IPO ever. It already absorbed xAI, the company behind Grok, in February. Add Tesla and you get rockets, Starlink, robotaxis, Optimus and Grok under one roof, plus the AI chip factory they're already building together. Barclays' reasoning: build more in-house, move faster on AI. Kalshi traders have it at ~68% before 2028. Not official yet, but this is getting real.21h
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    Evan Luthra@EvanLuthra🚨THIS COULD BE THE BIGGEST MERGER IN HISTORY. Barclays thinks Tesla and SpaceX could announce a merger by early December. Their analyst says a combination is now "increasingly the consensus expectation." SpaceX alone went public in June at a ~$1.8T valuation, raising ~$75B in the largest IPO ever. It already absorbed xAI, the company behind Grok, in February. Add Tesla and you get rockets, Starlink, robotaxis, Optimus and Grok under one roof, plus the AI chip factory they're already building together. Barclays' reasoning: build more in-house, move faster on AI. Kalshi traders have it at ~68% before 2028. Not official yet, but this is getting real.21h
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