Tesla merger premium is paid by SpaceX, which has already dropped 10-20%
JOBhakdi · x · 2026-11-02
JOBhakdi walks through the market pricing logic of a possible Tesla–SpaceX merger: the premium paid for Tesla is effectively borne by SpaceX, so a Tesla price of 400 vs. a merger value of 520 implies an equivalent dollar drop on the SpaceX side. He notes SpaceX shares have already fallen 10-20% in recent weeks beyond macro factors, suggesting the market is pricing the deal in ahead of any announcement.
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