Dark Stone Capital

Tesla

To Merge or Not to Merge — That Is the Question

A billion-dollar bet, a conglomerate in the making, and one man steering it all toward the stars.

Shakespeare never had to value a rocket company. But in the strange new theater of 2026, the question he posed — to be or not to be — finds a peculiar echo in a boardroom drama that could reshape the architecture of American capitalism: Should Tesla and SpaceX become one?

01 — The Plot Thickens

The story began in earnest in late January 2026 when Bloomberg and Reuters — rarely prone to coincidence — both broke reports that Elon Musk's SpaceX was actively exploring a merger with either

Nuclear Energy

The Power Behind the Machine

Why the AI Revolution Is About to Hit a Wall Called Reality — and Why Nuclear Is the Only Answer

Dark Stone Capital | Analysis | March 2026

What happens when the world's most ambitious computing project runs out of electricity? You're watching it unfold in real time in Memphis, Tennessee.

The AI revolution is not primarily a software story. It is an infrastructure story. Every large language model, every GPU cluster, every supercluster being built right now is fundamentally a power plant problem with a compute byproduct. The United States is learning this the hard way — and the lesson is arriving decades

Markets

War, Oil, and the Fragile Bull: What the Iran Strikes Mean for Your Portfolio

Dark Stone Capital | March 2, 2026

The world changed this weekend.

On Saturday, the United States and Israel launched coordinated strikes on Iran — Operation Epic Fury — killing Supreme Leader Ayatollah Ali Khamenei and triggering a cascade of retaliatory attacks across the Middle East. Iran struck back at U.S. military installations in Qatar, Kuwait, the UAE, Bahrain, Jordan, Iraq, and Syria. At least three tankers in the Gulf have been damaged. Maersk has suspended all vessel crossings through the Strait of Hormuz. Dubai International Airport has canceled 70% of its flights.

As of Sunday evening, gold is trading above $5,

NVIDIA

The AI Infrastructure Play: Why NVIDIA's Moat Is Wider Than You Think

Dark Stone Capital | February 2026

There's a popular narrative circulating right now that NVIDIA's dominance is about to crack. Google has its TPUs. Amazon has Trainium. Meta is reportedly shopping for alternatives. Custom silicon is the future, the bears say, and NVIDIA's 75% gross margins are living on borrowed time.

They're wrong — or at least, they're early by several years. And in markets, early is the same as wrong.

Here's the case for why NVIDIA's competitive position is more durable than the consensus appreciates, why the margin structure is defensible through 2027, and why the data center buildout cycle is

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

Latest Posts

01 — The Plot Thickens

Why the AI Revolution Is About to Hit a Wall Called Reality — and Why Nuclear Is the Only Answer

What We Know

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