Elon Musk may have just taken a major step toward consolidating his empire

Impact · against what's priced in

The unveiling of a flying sports car is a novel R&D pivot that does not address the core bearish drivers of Tesla's current valuation. While the product is innovative, it does not accelerate the FSD validation or robotaxi rollout that the market is currently discounting.

TSLA+0.10

Not in the price yet

In context

The integration of SpaceX rocket thrusters into a consumer vehicle represents a strategic R&D shift not currently accounted for in the core automotive or energy growth assumptions.

What TSLA's price assumes · Aug 25

• TSLA▲5%
• aerospace
• m and a
• electric vehicles
• merger
• spacex
• tesla

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