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The short version A Tesla–SpaceX merger would break the internet. Tesla. SpaceX. Starlink. Starship. Robotaxis. AI. Robots. Maybe orbital data centers someday. It sounds like the final boss version of Elon Musk’s companies. But Tesla shareholders need to ask a colder question: Would we be merging before Tesla gets paid for autonomy? That’s the issue. Not whether SpaceX is incredible. It is. Not whether Elon can build things that sound fake until they work. He can. The issue i

The Tesla-SpaceX merger debate usually starts from one assumption: SpaceX is the bigger, stronger company, and Tesla shareholders would have to accept whatever exchange ratio comes with the deal. Maybe. But there’s another version of this story. What if Tesla pulls it off first? What if Robotaxi starts to work at real scale? What if Optimus moves from “cool demo” to actual production ramp? What if Wall Street finally has to stop valuing Tesla like a strange car company with s

I keep seeing people talk about a possible Tesla-SpaceX merger like it’s a Marvel crossover. Rockets. Robots. Starlink. Robotaxi. Optimus. Mars. One giant Elon company. Cool. Fine. Maybe even brilliant. But if you own Tesla stock, there’s a much less fun question you need to ask first: What percentage of the combined company would you actually own? That’s it. That’s the post. Because if Tesla and SpaceX ever get combined, the story won’t pay you. The ratio will. Why is this e

Summary: A Tesla–SpaceX merger could be exciting, but Tesla shareholders should focus on whether robotaxi value is recognized before any deal. If Tesla is valued before robotaxi economics are fully reflected, shareholders could risk giving up autonomy upside through an unfavorable exchange ratio, dilution, or ownership structure. A Tesla–SpaceX merger might sound exciting. But for Tesla shareholders, the most important question is not whether combining Elon Musk’s companies w

A post from Nick Gibbs on X recently cut through the noise in a way that deserves to be taken seriously. His point was simple: if you never offer constructive criticism of Tesla or Elon, and you treat everything they do as perfect, you're not adding signal. You're adding noise. He's right. And the reason it stings for some people is that it isn't an attack on the company. It's a higher standard applied because of what the company is trying to build. Tesla doesn't get better b

American carmakers can compete with BYD, but the path isn't through matching Chinese labor costs. It's through vertical integration, automation, software margin, and policy tailwinds like the IRA. The labor cost argument that usually derails this conversation is the least important piece of the puzzle. Ford's Jim Farley went on a podcast last week and said something that's been bouncing around auto Twitter ever since. He said if you want America to beat China in cars, don't s

There’s a version of the Tesla covered calls pitch that sounds almost suspiciously neat. You own the shares. You sell calls against them. You collect premium. Maybe you do it again next month. Nice little income stream. Very civilized. Very efficient. Almost boring. And that’s usually where the trouble starts. Because Tesla covered calls are only “easy” when nothing interesting is happening. The second TSLA actually starts acting like TSLA again, the trade gets emotional fa

I’ve noticed Tesla covered calls get talked about like they’re some neat little cheat code. Own the shares, sell a call, collect premium, repeat. Sounds tidy. Sometimes it is. A lot of the time, though, people are not actually signing up for the trade they think they’re signing up for. That matters even more with Tesla. Because this isn’t some sleepy stock where nothing happens for three months and everyone goes home happy. Tesla can sit there doing nothing for a while, then

When Elon Musk unveiled the Terafab project on March 21, 2026, most of the headlines focused on the logic side. The 2nm process node, the AI5 chip, the orbital D3 processor, the wafer start ambitions. What got buried in the press coverage was that Terafab's stated scope is not just logic. It's also memory, which makes this a story Micron (NASDAQ: MU) holders should be sitting with, particularly after Intel joined the project on April 7. What is the Terafab project? Terafab is

On April 7, 2026, Intel announced it is joining the Terafab project , the chip manufacturing venture jointly owned by Tesla, SpaceX, and xAI. Intel said it will contribute its design, fabrication, and packaging capabilities to help Terafab hit its stated goal of producing one terawatt per year of AI compute. Intel hosted Elon Musk at its facilities over the weekend before the announcement, and Intel shares rose roughly 2% on the news. If you've been following the Rebellionai

We're going to say something that's probably going to get a few eyebrows raised, but we genuinely believe it: Micron is going to rake in more net income in its next quarter alone than Tesla will in any single quarter through 2030 - even if Robotaxi and Optimus are flying high and everything goes perfectly. Before you slam the tab shut: we're Tesla enthusiasts. We love Robotaxi, we think Optimus has huge potential, and we're 100% convinced that Tesla is going to blast off to e

Rivian just shipped Universal Hands-Free (UHF), a Level 2 advanced driver-assistance system (ADAS) for its second-gen R1T and R1S vehicles. It's smooth, it's polished, and it landed in December 2025. Meanwhile, Tesla's Full Self-Driving (FSD) Beta first hit select owners' cars back in October 2020 as a much more ambitious (and much rougher) attempt at supervised city-street autonomy. Both systems are classified as SAE Level 2 and both require the driver to supervise at all ti

Most long-term Tesla holders never ask the one question that matters most in retirement: how do I turn this position into income without depleting it? Holding feels like discipline when you're still working. You have a paycheck. You don't need to touch the position. But retirement changes the equation — and without a plan, you may find the market making decisions for you. The Retirement Math Worth Understanding Consider a hypothetical retiree who needs $10,000 a month to supp

The Cybercab has no steering wheel. No pedals. No pretense that a human is supposed to drive it. That's the whole point. Tesla's robotaxi is designed from the ground up to be fully autonomous — a two-seater that you summon, ride, and exit without ever touching a control. Elon Musk has confirmed production is targeting Q2 2026. Initial units potentially rolling off the line in April. There's just one problem. The federal safety rules that govern every car sold in America were

You did everything right. You bought Tesla early, held through the chaos, and now you have a position that most investors only dream about. The brokerage balance looks incredible. The unrealized gain is generational. And you haven't touched it in years. Not because you're lazy. Not because you forgot. Because every time you think about selling, you run the numbers — and then you close the laptop and try not to think about it again. That's not a plan. That's a pattern. And it'

Tesla doesn't move like other stocks. Your covered call strategy shouldn't either. Covered calls seem like free money. You collect premium, keep your shares, and wait. What could go wrong? A lot, actually. Especially with Tesla. I've talked to hundreds of concentrated TSLA holders over the past few years. Many of them tried covered calls on their own or with an advisor who didn't understand how Tesla moves. The stories are painful. Small premiums collected while massive ralli

Bradford Ferguson · Rebellionaire · February 10, 2025 A framework for using Tesla's volatility to potentially grow your share count over time — instead of just surviving it. This is the idea behind everything we do at Rebellionaire. The Idea in 60 Seconds Tesla is one of the most volatile large-cap stocks in history. It regularly swings 40% or more in both directions — sometimes in a matter of weeks. Most long-term Tesla holders experience these swings the same way: they hold

Most Tesla covered call discussions fail for the same reason most investor mistakes happen: they focus on tools instead of behavior. Options are easy to explain.Human decision-making under uncertainty is not. And Tesla is a near-perfect stress test for investor psychology. What problem are Tesla investors actually trying to solve with covered calls? They’re trying to reduce psychological discomfort — not maximize income. Tesla creates a unique mix of stressors: Long stretches

Covered calls are often pitched as a “conservative” way to earn income from stocks you already own. That framing is… incomplete. A covered call is a trade where you sell the right for someone else to buy your shares at a set price, in exchange for upfront premium. You collect income. But you also give something up. And if you’re running this strategy on a volatile stock like Tesla, the tradeoffs matter more than most people realize. This post breaks down how covered calls act

I’ll be upfront: Tesla’s Q4 earnings probably won’t move the needle. Deliveries dipped. Margins look fine, not exciting. EPS will likely land close to consensus. If you’re waiting for a big quarterly shock, this probably isn’t it. And that’s exactly why this quarter matters less than people think. In the video above, Matt walks through a detailed Q4 earnings model for Tesla . The short version? The near-term numbers look… normal. But the exercise isn’t really about Q4. It’s a