Tesla AI Watch posted an update
A Morningstar analyst says SpaceX would need to grow far faster than the firm’s already ambitious forecasts to justify its current valuation, even after Morningstar raised its fair-value estimate to $70. TradingView, carrying a Stocktwits report, says that estimate implies about 51% downside from current levels.
Why it mattersThe analyst also argues a Tesla–SpaceX combination has strategic logic across energy, AI and robotics, while flagging that the companies have yet to settle who would pay for the Terafab chip project. That is an analyst’s valuation and deal argument, not evidence a merger is agreed.
Discuss: How much weight should Tesla shareholders give the promised AI and robotics synergies against the valuation and funding questions?
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