Puts puts puts baby
07-14

A year-end target of $220 is heavily dependent on execution and merger clarity. While the long-term vision of a combined $3.4+ trillion megacorp is enticing, the regulatory hurdles—especially from China regarding Tesla’s exposure—are massive. Breaking below $150 might present a buying opportunity for long-term believers, but short-term, expect more chop.

SpaceX Falls 1.4% Monday; European Rival Eyes $2B Valuation as Challenger?
SpaceX-linked shares closed down 1.36% Monday, falling alongside broader Musk-related names. A European rocket startup is racing toward a $2 billion valuation, directly targeting SpaceX's launch dominance; analysts note its closest IPO comparable 'is not Tesla.' The competitive landscape and valuation benchmarks for commercial space are under fresh scrutiny. With a European challenger entering the arena and proxy-share premiums under pressure, how long can SpaceX's scarcity premium hold?
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