Amy @Amy787

TSLA investor, After IPO 2010–present. SPCX investor, IPO - present. B787 FO, (for now - B787 CA soon). If there isn’t a blue check—it isn’t me. USA Joined September 2017

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Elon Musk @elonmusk

14 hours ago

@aaronburnett We definitely need to explain this in detail. Veterans of the cellular industry look at the chess board of existing pieces and don’t see a solution. They don’t understand that SpaceX is developing entirely new pieces that fundamentally alter the strategic landscape.

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Metanoia @metanoia_ki

5 hours ago

@Amy787 Yes, Tesla Shareholders, you have ONE JOB. Please do it well.💝

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Tyler 🇨🇦 @tyleronmars1

3 hours ago

@Amy787

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Gen Z Cash Log @genzcashlog

5 hours ago

Citigroup raises $SPCX price target to $240 from $200. SpaceX just stopped being a rocket company. Q3'26: $14.6B rev (+161%), $4.4B profit, AI $7.6B > Starlink $5.2B. Then guides Q1'27 to $33–37B. Details👇 s21.q4cdn.com/184289198/file… Stock +9%. If real, a Tesla merger isn’t synergy—it’s a monopoly warning. If not, it’s the most expensive AI story on Earth. Which? 🚀🤖

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Nicholas Mugalli @RealNickMugalli

4 hours ago

JP Morgan: The strategic logic for a combining $TSLA & $SPCX remains coherent both companies share engineering talent, AI infrastructure, the Terafab chip facility in Texas and most importantly, .@elonmusk’s leadership and engineering philosophy. We see the potential deal structure as likely to be a SPCX led all-stock deal, an at current TSLA Mcap levels, a 30-35% premium, typical for such transactions, would imply a merger of equals and clear the threshold for Musk maintaining >50% voting control of the combined entity. We believe one such avenue would be to ring fence TSLA’s China business or transfer control (a potential mirror image of the US/TikTok arrangement) we see a potential structure where a China-based consortium controls >50% of the stake, and TSLA continues to generate revenue via a licensing structure for its brand, FSD technology and other future arrangements around Optimus.

Nicholas Mugalli @RealNickMugalli

4 hours ago

Morgan Stanley: $SPCX +9% guides revenue to $33-37bn. With greater visibility into the compute contract pipeline over the next 6 months mgmt set a range w a $35bn midpoint which is ~52% above consensus of $23bn & $500bn-$1tn ARR as Musk expects compute ramp & GrokBot adoption🔥🤯

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MattB 🇦🇺 @mattniandi

6 hours ago

Tesla shareholder here, and I'm all in. Elon has delivered every time the doubters said he couldn't. Putting Tesla and SpaceX under one roof means shared engineering, AI, batteries and manufacturing at a scale no one else can match. Vertical integration is how Tesla beat everyone on cost and speed, and doing the same across Tesla and SpaceX is the obvious next step. Backing Elon and the merger. Vote yes. 🚀🚀 🚀

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Alan Chen @alanchen

9 hours ago

我告诉你，为什么华尔街看完这份财报，得连夜重算SpaceX。 IPO时还被嫌120倍PS贵得离谱，现在按老马提出的2028年一万亿美元营收情景算，约两万亿市值，远期PS只剩2倍。IPO到现在，也才四个多月😂 再看PE。之前亏损，历史PE没法用；现在首次季度盈利，未来12个月PE约100倍。高盛财报前那套盈利预测，按约160美元股价算，2027年约40倍，2028年约23倍——这还没采用老马一万亿营收的情景。从亏损到盈利，从上百倍PS的争论，到开始算两三年后几十倍PE。几个月，公司往前跑了一大截，分析师的Excel还得一格一格改。华尔街算得过来吗？怕是算得头皮发麻，脑瓜子嗡嗡的。 $SPCX 从我的贴浏览量也能看出来，根本没人看懂哈哈哈，现在刷到的，都有福了，明后年回来记得谢我

Alan Chen @alanchen

12 hours ago

预言：华尔街分析师正在连夜计算上调 $SPCX 目标价反应快的估计明天就出来了。而关注我的你们，早几个月/周就知道了

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Kian Chong @kianchong

11 hours ago

Tesla is hiring Autopilot drivers in Malaysia again, and this time the job looks very different 👀 Early 2025 listing (Cyberjaya): operate "data collection vehicles within designated regions" to improve Autopilot. Start and stop recording, write daily reports. Latest listing: drive "prototype vehicles" 6–8 hours a day to "test and validate" active and passive safety systems, on set and open-road routes, through changing weather, day or night shifts. Familiarity with ADAS and autonomous driving systems preferred. That's a shift from collecting footage to validating how the software handles Malaysian roads. Same playbook Singapore got in August Neither listing mentions FSD. But this is what prepping for it looks like 🇲🇾 Sources: hire-r1.mokahr.com/m/social-recru…

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Amy @Amy787

12 hours ago

@Fp_Benz It is existential to the growth of CyberCabs and Optimus. I was worried about chips and capital - check my posts.

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Amy @Amy787

14 hours ago

Tesla shareholders: You have ONE JOB that is exceptionally important to Tesla’s future. Existential even. Elon Musk says he thinks a merger between the companies is a good idea. Has he not EARNED the right to vertically integrate these companies to achieve ever greater things? Help Elon Musk Help You: Vote in the Annual Meeting AND sign up for the retail voter program to automatically VOTE WITH THE BOARD on all issues including mergers. If the Board does not think they can get 50% shareholders they will be no merger. The exchange ratio will be fair. Tesla shareholders have the board representing our interests and investment bankers saying every argument you would. Give the board the undeniable data that Tesla Shareholders support Elon Musk. Full stop. @TeslaBoomerMama Time for a letter to the Board. Comment below only if you are for a merger and will make sure to vote.

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Amy @Amy787

12 hours ago

@JS_Invests_ Yes - so let’s help get the deal over the line.

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Amy @Amy787

12 hours ago

@_MountainsSea @Rufusdufus911 @GaryLovesTesla Agree

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Doctor Jack @DoctorJack16

21 hours ago

Soon, short click-bait X posts and ones designed to create drama and rage will become less. Creating useful content that is insightful and people find interesting will triumph.

Elon Musk @elonmusk

a day ago

Two important changes to timeline recommendations: - New AI/SI ranking model that predicts probable time spent much better - Retrieval model trained to surface posts people read all the way through User active seconds is growing exponentially and hitting all-time highs almost

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Amy @Amy787

14 hours ago

@DKMcCombs1 Awesome! Elon Musk needs to know the Tesla shareholder protective moat still exists and we will help him, help us.

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Amy @Amy787

14 hours ago

@Pask218337 I believe they have the institutions and a vast majority there, they are worried about retail. Let’s send them a strong signal we will show up in large numbers.

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Amy @Amy787

14 hours ago

@maxij84 Elon Musk is very much protecting his Tesla baby. Read my post about Tesla needing chips. The Terafab secures Tesla’s future. Tesla also needs capital. SpaceX needs Optimus.

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Amy @Amy787

14 hours ago

@Trey_Options Vote for the annual meeting and show the large turnout and sign up for the retail voter program.

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Amy @Amy787

14 hours ago

@luckybeanzphoto Tesla shareholders support Elon Musk at a 73% margin. This has been proven vote after vote. Elon Musk just made it clear - he wants a merger. Exactly things like an ATH and more importantly near and mid term revenue growth are argued on behalf of Tesla Shareholders.

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Amy @Amy787

14 hours ago

@cnystrom That is fortunate this time around. Institutions are in favor. They easily have more than 50% of the institutional vote with a few activist outliers that luckily don’t have enough shares to sway it IF retail shows up.