In a report examining robotaxi, Optimus and a possible SpaceX combination at Tesla (NASDAQ:TSLA), the analysis contends that the merger question has moved to the centre of the investment case. Following the company’s earnings, the note found robotaxi progress encouraging and Optimus expectations fairly low. But it argues that after Elon Musk’s remarks on a SpaceX tie-up, this dynamic may be the principal driver of the stock, likely putting a floor on the share price and essentially serving as a proxy for the premium a shareholder vote would require to pass.
Continue Reading
This article is for pass holders.
30-Day Pass$12.00One-time purchase · no auto-renewalBuy 30 DaysSave $24.00
365-Day Pass$120.00
Already a pass holder? Sign in · Continue with Google
Discover more from CANSLIM Research
Subscribe to get the latest posts sent to your email.