테슬라-스페이스X 합병, 일론 머스크의 다음 큰 움직임일까?

00:00 Speaker A I don't know what we do without him. Um, a couple things. I think since the bear bull market started, technology's up over 200%. Uh, so, so we have a lot of skeptics out there and we've gone a year and a half without a correction in the overall market. So, I think right now we're we're tug of warring between fear and greed and uh traders, not investors, but traders are reading into every single 00:39 Speaker A nuance uh from every earnings call. 00:46 Speaker A I I wouldn't be increasing my cap backs if I was planning to merge the company uh with SpaceX. I I would be status quoing it. I wouldn't be throwing money at at things. and remember, SpaceX is a vertically integrated AI company. So the the combination will be powerful in my view. So I I'm going to just continue to focus on the things that that we have uh loved about the company. One of which is the Megapack uh business and and they are sold out in the back electric utility grade 01:29 Speaker A battery storage and there continues to be robust demand as you might imagine. And if you think about it in in a backward looking way, he is one, he's not just one step ahead of everyone else. He's he's miles ahead of everyone else in strategy. That business, you know, they started, I went and toward the plant like three years ago and that's when we reinitiated. I think that was when it was about $100 a share. Um, so I can take the volatility uh because we have we have a long-term perspective and I think that is one of the most important things going on there as well as Optimus. So, um, anyway, so I wasn't I thought it was a great report uh and we we always use volatility as our friend at Lafferting where we'll be adding to most of these names in the coming days. 02:18 Speaker B I'm curious, how do you I've been a long time Tesla and Tesla bear, you know, and have missed out on making a lot of money. You know, but I would say this was a mix to negative and I thought it was curious that they cut their capx and I'm wondering if it is in preparation for the merger, which I guess we can talk about in a little bit. But you know, their profits were down over 40%, their revenue was flat. Yes, auto sold a little bit more, but they're way behind on autonomous driving. I think they're going to have 800 out there versus Waymo's 8,000 on their way to 50,000, you know, and the robotics in the humanoid robotics, they're still getting the plant up. I mean when you have China who's selling 50,000 this year on their way to nearly half a million by 2030. So they're way behind the the A ball. So I think this this um potential merger is going to be interesting, you know, because you have two very expensive stocks, very capital intensive, low cash uh free cash flow, the free free cash flow was better this time only because they did cut the capital spending. So I think there's um, you know, some interesting, interesting options with the merge with the potential merger and it could save uh save the test shareholders.