Uploaded August 2026 | Updated September 2026, 2 weeks ago
A Tesla–SpaceX merger looks very different when one company isn't obviously swallowing the other. SpaceX and Tesla are starting to move closer in revenue, valuation and future opportunity—and if that continues, the merger math changes completely
Cyberbulls E203
The Bulls:
Herbert Ong @herbertong
Alexandra @TeslaBoomerMama
Jeff @thejefflutz
Cern @CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 SpaceX Tesla Convergence
02:06 Why Selling Never Hit
05:20 Earnings Call Takeaways
09:46 Merger Momentum Shifts
14:25 Merger of Equals Math
21:00 Confidence in Bold Targets
32:16 Compute Buildout Charts
35:15 Self Funding CapEx Model
45:01 SpaceX Milestones List
49:47 Terafab Reveal Breakdown
55:55 Terafab Partners Funding
01:08:49 Floor Mechanics Dilution
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
A Tesla–SpaceX merger looks very different when one company isn't obviously swallowing the other. SpaceX and Tesla are starting to move closer in revenue, valuation and future opportunity—and if that continues, the merger math changes completely
Cyberbulls E203
The Bulls:
Herbert Ong @herbertong
Alexandra @TeslaBoomerMama
Jeff @thejefflutz
Cern @CernBasher
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 SpaceX Tesla Convergence
02:06 Why Selling Never Hit
05:20 Earnings Call Takeaways
09:46 Merger Momentum Shifts
14:25 Merger of Equals Math
21:00 Confidence in Bold Targets
32:16 Compute Buildout Charts
35:15 Self Funding CapEx Model
45:01 SpaceX Milestones List
49:47 Terafab Reveal Breakdown
55:55 Terafab Partners Funding
01:08:49 Floor Mechanics Dilution
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
