Uploaded July 2025 | Updated September 2026, 2 weeks ago
The Tesla community wants it. Shareholders are asking for it.
But Elon? He’s not biting.
In this clip, Matt and Bradford break down why a Tesla–xAI merger seems like a no-brainer—but isn’t happening. They walk through the legal baggage, the timing misfires, the insane growth of xAI’s valuation, and why a merger still might make sense if Optimus is going to scale.
But here’s the kicker—XAI might need Tesla more than Tesla needs XAI. That’s where the real value war is brewing.
Jump around:
00:00 – Why isn’t Tesla investing in xAI?
01:02 – The lawsuit that still haunts Tesla’s board
02:00 – Elon’s timing misfire: When xAI was still “cheap”
03:15 – What Optimus needs (and why it’s compute-heavy)
04:30 – Real-world data: The real edge in AI
05:55 – Power supply, Megapacks, and the Colossus data center
07:00 – Who needs who more—Tesla or xAI?
08:05 – Grok vs. OpenAI: Who’s winning?
09:45 – Benchmarks are broken—show us the breakthroughs
10:30 – Could this flywheel reshape the future of labor?
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 11th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock 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.
The Tesla community wants it. Shareholders are asking for it.
But Elon? He’s not biting.
In this clip, Matt and Bradford break down why a Tesla–xAI merger seems like a no-brainer—but isn’t happening. They walk through the legal baggage, the timing misfires, the insane growth of xAI’s valuation, and why a merger still might make sense if Optimus is going to scale.
But here’s the kicker—XAI might need Tesla more than Tesla needs XAI. That’s where the real value war is brewing.
Jump around:
00:00 – Why isn’t Tesla investing in xAI?
01:02 – The lawsuit that still haunts Tesla’s board
02:00 – Elon’s timing misfire: When xAI was still “cheap”
03:15 – What Optimus needs (and why it’s compute-heavy)
04:30 – Real-world data: The real edge in AI
05:55 – Power supply, Megapacks, and the Colossus data center
07:00 – Who needs who more—Tesla or xAI?
08:05 – Grok vs. OpenAI: Who’s winning?
09:45 – Benchmarks are broken—show us the breakthroughs
10:30 – Could this flywheel reshape the future of labor?
📍 Learn more at rebellionaire.com
Rebellionaire is a brand of Halter Ferguson Financial. hffinancial.com/disclaimer
As of July 11th, 2025, clients and employees of our firm Halter Ferguson Financial own Tesla stock 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.
