TrackingIgor's call
SPACEX TESLA 2030
TrackingIgor's call
SPACEX TESLA 2030
The call, in full
In 2018, I predicted the space economy would explode and told an audience in Paris I would go all-in on SpaceX. In early 2019, I put $500,000 behind it.
Before the IPO, I predicted SpaceX would list in June 2026 at $1.5 to 1.75 trillion. It priced at $1.77 trillion. Landed.
Now my next prediction: Elon Musk merges Tesla and SpaceX toward 2030.
Forget "car company" and "rocket company." Look at the empire: Starlink, rockets, satellites, xAI, autonomous vehicles, Optimus, energy, AI and global communications.
Look at the pattern. SolarCity into Tesla. X into xAI. xAI into SpaceX at $1.25 trillion. Tesla converted its $2 billion xAI investment into SpaceX shares.
Wall Street argues. Musk consolidates. Follow the pattern. Wedbush puts the probability at 80%. Kalshi traders price 68% before 2028. Oppenheimer disagrees.
My prediction: Tesla + SpaceX becomes a $4 to 5 trillion company by 2030.
The math: $3.4 trillion today growing 8 to 11% annually lands at $4.6 to 5.2 trillion.
I kept my shares.