Uploaded June 2026 | Updated September 2026, 2 weeks ago
Learn more at rebellionaire.com
With the SpaceX IPO reviving talk of a Tesla–SpaceX merger, Bradford Ferguson and Matt Smith break down the real question for Tesla shareholders:
Not “does a merger make sense?”
But “at what price?”
Rebellionaire sees the strategic case for combining Tesla and SpaceX. The concern is timing and valuation. Tesla may be approaching major Robotaxi and Optimus catalysts that the market has not fully priced in yet, while SpaceX’s biggest future unlocks may sit further out.
This video is about why Tesla shareholders should think carefully before a fast merger process starts.
Timestamps:
00:00 — Tesla–SpaceX merger talk
00:23 — Why a merger could make sense
01:18 — What percentage do Tesla shareholders get?
02:11 — Why Rebellionaire is speaking up
03:35 — Would $600/share be enough?
05:17 — Robotaxi upside
08:17 — Rebellionaire’s Robotaxi valuation work
09:36 — Optimus and Tesla’s larger opportunity
13:12 — AI chips, Optimus production, and market credit
14:19 — What Tesla’s valuation may be pricing in
16:12 — Still bullish on Tesla
17:29 — Tesla vs. SpaceX catalyst timing
18:56 — Starship, Starlink, and SpaceX’s upside
20:18 — Space-based AI data centers
22:01 — SpaceX lockups and timing
23:14 — Why selling too cheap matters
23:52 — How the valuation math changed
25:57 — Why merger votes can move fast
27:24 — The media push for a fast merger
28:12 — Why Tesla may not need a rushed merger
28:58 — Final thoughts and disclaimer
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 15th clients and employees of our firm Halter Ferguson Financial own Tesla ($TSLA) stock, SpaceX ($SPCX) and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
Learn more at rebellionaire.com
With the SpaceX IPO reviving talk of a Tesla–SpaceX merger, Bradford Ferguson and Matt Smith break down the real question for Tesla shareholders:
Not “does a merger make sense?”
But “at what price?”
Rebellionaire sees the strategic case for combining Tesla and SpaceX. The concern is timing and valuation. Tesla may be approaching major Robotaxi and Optimus catalysts that the market has not fully priced in yet, while SpaceX’s biggest future unlocks may sit further out.
This video is about why Tesla shareholders should think carefully before a fast merger process starts.
Timestamps:
00:00 — Tesla–SpaceX merger talk
00:23 — Why a merger could make sense
01:18 — What percentage do Tesla shareholders get?
02:11 — Why Rebellionaire is speaking up
03:35 — Would $600/share be enough?
05:17 — Robotaxi upside
08:17 — Rebellionaire’s Robotaxi valuation work
09:36 — Optimus and Tesla’s larger opportunity
13:12 — AI chips, Optimus production, and market credit
14:19 — What Tesla’s valuation may be pricing in
16:12 — Still bullish on Tesla
17:29 — Tesla vs. SpaceX catalyst timing
18:56 — Starship, Starlink, and SpaceX’s upside
20:18 — Space-based AI data centers
22:01 — SpaceX lockups and timing
23:14 — Why selling too cheap matters
23:52 — How the valuation math changed
25:57 — Why merger votes can move fast
27:24 — The media push for a fast merger
28:12 — Why Tesla may not need a rushed merger
28:58 — Final thoughts and disclaimer
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of June 15th clients and employees of our firm Halter Ferguson Financial own Tesla ($TSLA) stock, SpaceX ($SPCX) and/or options and thereby stand to materially benefit from a rise in the share price. Past performance is no assurance of future results. Halter Ferguson Financial, Inc. (“Halter Ferguson Financial”) is a registered investment adviser with its principal place of business in the State of Indiana. A complete list of all recommendations will be provided if requested for the preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. Opinions expressed are those of Halter Ferguson Financial, Inc. and are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.
Halter Ferguson Financial is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author/presenter as of the date of publication and are subject to change and do not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
Halter Ferguson Financial does not represent, warranty, or imply that the services or methods of analysis employed by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
