Dark Stone Capital

Tesla

The Tesla Roadster: Nine Years in the Making and What It Means for TSLA

Dark Stone Capital | February 6, 2026

Nearly nine years after Elon Musk drove a prototype out of the back of a Semi trailer to the sound of Beastie Boys' "Sabotage," the Tesla Roadster is finally approaching its moment of truth. With a production reveal scheduled for April 1, 2026, and TSLA trading around $400 after an 11% slide to start the year, the question on every investor's mind is simple: does this car actually matter for the stock?

The short answer is yes — but not in the way most people think.

What We Know

Tesla has confirmed the next-generation Roadster

Tesla

The $3 Trillion Power Play: How Elon Musk Could Merge Tesla, SpaceX, and xAI Into the Most Valuable Company in Human History

And why Tesla shareholders should be paying very close attention to the fine print.

January 30, 2026

Something massive is brewing in Elon Musk's empire.

Over the past 48 hours, reports from Bloomberg, Reuters, and multiple sources have confirmed what many suspected: Musk is actively exploring merging SpaceX with Tesla, xAI, or possibly all three into a single mega-entity. Corporate filings in Nevada show two new "merger sub" entities were created on January 21st, with SpaceX's CFO listed as an officer.

This isn't speculation anymore. This is happening.

But here's what most coverage is missing: this deal isn't primarily

SpaceX

SpaceX-xAI Merger Analysis: IPO Implications & Strategic Rationale

Research Date: January 29, 2026

Executive Summary

Elon Musk's SpaceX and xAI are in active merger discussions ahead of SpaceX's planned blockbuster IPO, according to a Reuters exclusive report today. The combined entity would bring rockets, Starlink satellites, the X social media platform, and the Grok AI chatbot under one roof—creating what could become the most valuable publicly-traded company on Earth.

Key Numbers at a Glance:

Entity	Current Valuation	Revenue (Est. 2026)
SpaceX	$800B (Dec 2025 insider sale)	$22-24B
xAI	$230B (Nov 2025)	~$1B (heavily subsidized)
Combined (Standalone IPO)	$1-1.5T expected	$23-25B+

Part 1: The Merger Structure

What

Tesla

Tesla's Pivot to Physical AI: A Strategic Analysis of Q4 2025 and What It Means for Investors

Tesla just released its Q4 and Full Year 2025 earnings report, and buried beneath the headline numbers is one of the most significant strategic pivots in the company's history. While investors fixate on the first-ever annual revenue decline (-3% to $94.8B) and the 61% plunge in quarterly net income, the real story is Tesla's deliberate transformation from an automaker into what CEO Elon Musk calls a "physical AI company."

Let's break down what this means—and do the math on whether Tesla can actually deliver on its most audacious promise yet.

The Numbers at a Glance

Metric	Q4 2025

Markets

The Great Rotation Is Here — And Most Investors Will Miss It

The Russell 2000 just posted 13 consecutive sessions of outperformance against the S&P 500.

That's not a typo. Thirteen straight days where small caps beat the mega-cap-dominated index. The last time that happened? June 2008.

But here's the critical difference: In 2008, that streak was fear-driven — a desperate scramble for defensive positioning before the global financial crisis intensified. In 2026, it's the opposite. This is a proactive pursuit of value.

If you're still sitting in the Magnificent Seven waiting for the next leg up, you're fighting the last war.

The Setup: A 25-Year Valuation Gap Finally Snaps

By

Bitcoin

Bitcoin Didn't Crash — It Got Liquidated: How Japan's Bond Market Broke Crypto

The "digital gold" narrative is dead. Here's what's really moving Bitcoin.

Bitcoin is down to $88,000. It's given up nearly all of its 2026 gains. And if you're looking at on-chain metrics, whale wallets, or ETF flows for answers, you're looking in the wrong place.

This wasn't a crypto crash. It was an execution.

The Real Story: A Six Sigma Event in Tokyo

On Tuesday, something broke in Japan's bond market. U.S. Treasury Secretary Scott Bessent, speaking at Davos, called it a "six standard deviation move" — the kind of thing that isn't supposed to happen in a functioning

Latest Posts

What We Know

Executive Summary

Part 1: The Merger Structure

What

The Numbers at a Glance

The Setup: A 25-Year Valuation Gap Finally Snaps

The Real Story: A Six Sigma Event in Tokyo

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