Warzypants
03-26

TeslaBoomerMama and Pejjy had a great discussion on YouTube discussing this scenario. Bottom line was that it's better for $Tsla shareholders to hold off selling their shares to participate in the IPO. The most likely scenario is that SpaceX IPOs around June 9th and bids for $TSLA much sooner thereafter than most people are thinking, the reason being to protect $Tsla from a possible hostile takeover. Existing Tesla shareholders would likely benefit from a takeover premium of between 20-40% (if they continue to hold $Tsla stock), whereas SpaceX shareholders would face dilution on a bid for $tsla.

$750B SpaceX IPO: Sector Boost or RKLB Threat?
SpaceX is reportedly seeking to raise $75 billion at up to a $1.75 trillion valuation, with a June roadshow and an unusually large retail allocation. That is massive for space sentiment, but it also creates a new tension: fresh hype could lift the whole sector, or pull attention and liquidity away from listed names like RKLB. Will SpaceX re-rate space stocks higher, or become the stock everyone rotates into? If you own RKLB, bullish or cautious here?
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