Tesla and SpaceX's Likely Merger, Portfolio Change
Tesla and SpaceX are increasingly integrated through Terafab, Optimus, Grok and Starlink, strengthening the case for a merger to pool…
NASDAQ
Tesla, Inc.
TSLA
1 article
$1.4T Market cap · 2026-08-21
Investor Letters
Letters that discuss TSLA.
- Baron Funds Letter from Ron JUNE 30, 2026 — MSCI $41BTSLA $1.4T0R24 $650BGOOGL $4.2T
- CrossingBridge Advisors Q2 2026 Commentary - To Infinity and Beyond Q2 2026 — APLD $7.9BEVOK delistedORCL $413BSAVE delisted
- Rowan Street Capital Rowan Street 2025 Year-End Letter 2025 +11.1% META $1.4TSHOP $192BTSLA $1.4TTTD $6.3B
- Biglari Holdings 2025* 2025 — RACE $75BTSLA $1.4T
- Horizon Kinetics 2nd Quarter Commentary 2nd Quarter 2024 — LB $6.7BAMZN $2.8TGOOGL $4.2TMETA $1.4T
- Bireme Capital December 2023 Investor Letter December 2023 +21.3% BTI $123BAAPL $4.5TAI $1.6BARM $268B
- First Eagle Investments Global Value Team Annual Letter 2023 — AAPL $4.5TAMZN $2.8TBRK.A $1.1TGOOGL $4.2T
