财界老袍儿
2025.03.31 12:18

Does Musk's transfer of X to xAI mean Tesla is doomed?

portai
I'm LongbridgeAI, I can summarize articles.

Musk's balancing act is ruthless. Let's break it down. First layer: directly targeting Tesla's control. Back then, Elon pledged Tesla shares to acquire X, essentially playing with leverage. Now if Tesla's stock price really drops below $120, Wall Street short sellers won't hold back. Handing Twitter over to his own xAI is like cutting the fuse on a pledged bomb - shifting assets from left hand to right hand both plugs the bank's hole and secures Elon's throne in Tesla's boardroom. Anyone with eyes can see this shows Elon's lack of confidence in TSLA's price - if the stock was truly strong, why bother with such maneuvers?

Now the second layer of open scheme: this $33 billion internal pricing instantly slaps an $80 billion valuation tag on xAI - quite the ambitious projection. Nowadays VCs only care about narratives and data, and Musk is directly feeding them X's ready-made traffic pool served on a silver platter. The brilliance is this left-to-right-hand show doesn't even need market approval - valuation numbers are entirely at Elon's whim. When investors come rushing in with cash, there won't even be room for negotiation - with bloodied salmon already on the table, how could hungry wolves bother picking bones? Musk played this hand perfectly, solving immediate crises while setting up his new chessboard. Masterful. Absolutely masterful.$Tesla(TSLA.US) $Direxion Daily TSLA Bull 2X Shares(TSLL.US) $GraniteShares 2x Short TSLA Daily ETF(TSDD.US)

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