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I suspect TSLA is about to have another run here in the next year or so.


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They're probably investing in TSLA.

Going by examples in the last year (AAPL and TSLA), it seems very likely.

Especially if they hold TSLA indirectly through ARKK.

Morgan Stanley is basically going to finance it with TSLA shares as collateral.

I am as skeptical of TSLA as the next fellow, but at least the company can capitalize on its rising stock price to convert it into physical infrastructure that provides a certain floor to the company value.

More likely a plan for the future, like when they bought P.A. Semi.

To raise capital and fuel their growth. They raised 2 billion earlier this year at a price of 767 (1650 now) to fuel their growth because they thought there share price was high then. It seems like a perfect time to announce another massive capital raise to fuel their growth now that their share price is double what it was back then and this page [0] lists 1 trillion dollars worth of sp500 index funds and I know vanguard sp500 etf (voo) which isn't in that list has another 250 billion. sp500 is about 27 trillion so that list alone represents about 4.6% of the market.

TSLA joining the sp500 means those index funds alone will have to buy about 4.6% of TSLA to rebalance so this to me looks like an amazing opportunity to raise a ton of cash to fuel cybertruck/semi/roadster growth. 4.6% of TSLA 300 billion market cap could fuel a 13.8 billion dollar capital raise which could be announced after sp500 inclusion as a quick way to get those funds to the proper weighting.

At least that is my idea. During the call, they said they have 8 billion in cash so they don't need to raise any more capital. But then again, elon also said that right before their 2 billion dollar raise earlier this year so...

[0]: https://www.investopedia.com/articles/markets/101415/4-best-...


They are ready to pump another stock again.

Exactly. I think it may be up their sleeve, especially with their potential ability to tap into Tesla.

Maybe an acquisition is in their near future.

I hope this is correct, but as always, we'll see. There can always be some sort of a Musk to buy it off Dorsey in a year or three.

Maybe they'll buy the local company.

Welcome to 2021. In a few years, Chase Coleman will pick up large stake in this company, take it public and financially engineer it enough to stuff it into the S&P at a $500bn valuation.

I think they will operate it as long as it runs a decent profit.

My bet is on an trial/acquisition if it works out. I guess that could be complicated with the current ownership structure

Extremely interesting to see how this will end. IIRC, Alameda research had a huge position in FTT which will presumably go under now.

They might IPO their oil industry and diversify.

The amount seems unprecedented and the timing. I understand competing for marketshare with TSMC, but it made me think like they are scrambling in case TSMC suddenly goes poof.

I will put some money on a wager that they increase revenue and profits and take it public again in a few years.
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