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Posts tagged with Tesla

What Investors Could Expect If SpaceX Merged Into Tesla

What Investors Could Expect If SpaceX Merged Into Tesla

As of today, Tesla trades at approximately $445 per share, boasting a market capitalization of around $1.48 trillion. SpaceX, still privately held, is valued at about $800 billion in recent secondary market transactions, with ambitions to hit a staggering $1.5 trillion valuation in a planned mid-to-late 2026 initial public offering (IPO). However, recent buzz—fueled by investor Chamath Palihapitiya's bold prediction on the All-In Podcast suggests an alternative path: SpaceX opting for a reverse merger into Tesla instead of going public independently. Palihapitiya argues this move would allow Musk to consolidate control over his "seminal assets" under one

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Why Porter Collins is Wrong: Tesla Isn't Overvalued—It's Undervalued Based on Its Transformative Potential

Why Porter Collins is Wrong: Tesla Isn't Overvalued—It's Undervalued Based on Its Transformative Potential

In a recent January 3, 2026, interview with Business Insider, Porter Collins—famous for his role in "The Big Short"—called Tesla (TSLA) the "poster child" for overvalued stocks, citing its nearly 300x forward 2026 earnings multiple compared to Nvidia's 45x. He dismissed it as a "meme stock" driven by hype around Elon Musk's visions for robotaxis, Optimus robots, and Full Self-Driving (FSD), rather than solid fundamentals, especially after Q4 2025 deliveries fell 16% YoY to 418,000 units.

But Collins' analysis misses the mark by viewing Tesla through a traditional auto lens. Tesla isn't just a car company, it's

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Tesla's 2026 Horizon: Why Tomorrow's Delivery Numbers Are Just a Sideshow

Tesla's 2026 Horizon: Why Tomorrow's Delivery Numbers Are Just a Sideshow

As we kick off 2026, Tesla ($TSLA) investors are buzzing with anticipation. Tomorrow, January 2nd, the company is set to release its Q4 2025 delivery figures, a metric that often sends stock prices on a rollercoaster ride. But let's be real: these numbers, while important for short-term sentiment, are a minor distraction in the grand scheme of Tesla's transformative trajectory. With the recent dip in TSLA shares, from a high of $489.88 on December 16, 2025, to around $450 by year-end, the delivery impact is already priced in, as most investors expect the company to miss the mark with

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Tesla's Stagnant Spark: Time to Revamp and Expand

Tesla's Stagnant Spark: Time to Revamp and Expand

In the electric vehicle (EV) arena, Tesla (TSLA) pioneered the revolution with cutting-edge tech and bold designs that once turned heads everywhere. But as 2026 looms, its lineup feels stale amid a maturing market. At Darkstone Capital AI, we dissect AI and tech investment trends, and we see Tesla at a pivotal moment. To reclaim its edge and drive shareholder returns, the company must refresh its core models for visual and functional appeal while venturing into untapped segments like family vans and utilitarian pickups. This shift isn't cosmetic, it's essential for grabbing fresh market share in an EV sector projected

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Tesla's Q3 2025 Earnings: Record Deliveries, AI Push, and Energy Growth

Tesla's Q3 2025 Earnings: Record Deliveries, AI Push, and Energy Growth

Tesla's latest quarterly update for Q3 2025 showcases a company firing on all cylinders, with record vehicle deliveries, booming energy storage, and significant strides in AI and autonomy. Despite challenges like rising tariffs and policy shifts, Tesla generated record revenue and free cash flow. Here's a breakdown of the key takeaways from the report released on October 22, 2025.

Financial Performance

Tesla reported total revenue of $28.1 billion, up 12% year-over-year (YoY). Automotive revenues led the charge at $21.2 billion (6% YoY growth), driven by higher deliveries, while energy generation and storage surged 44% to $3.4 billion,

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The Ripple Effects of Elon Musk's $1 Trillion Tesla Compensation Package on TSLA Stock

The Ripple Effects of Elon Musk's $1 Trillion Tesla Compensation Package on TSLA Stock

As Tesla prepares for a crucial shareholder vote in November 2025, all eyes are on CEO Elon Musk's proposed $1 trillion compensation package. This unprecedented deal, linked to ambitious performance milestones, has ignited heated discussions among investors, proxy advisers, and analysts. With Tesla's market cap at roughly $1.46 trillion as of October 2025, the outcome could significantly shape the company's path and its stock price (TSLA). In this post, we'll explore the package, its potential impacts, and how approval—or rejection—might affect TSLA shares.

Background on the Package

In September 2025, Tesla's board introduced this massive compensation plan,

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