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Igor's call

SPACEX TESLA 2030

Musk merges Tesla and SpaceX into a $4 to 5 trillion technology empire.

September 2026: SpaceX $2.0 trillion + Tesla $1.4 trillion = $3.4 trillion.
My IPO prediction: $1.5 to 1.75 trillion.
Actual: $1.77 trillion, June 2026.
Musk: ~82% SpaceX voting power, 19.9% Tesla ownership.
My skin in the game: $500,000 invested in SpaceX private equity in early 2019.
Shares kept.
ResolvesOpen
Track record84% over 25 years
StatusPublic · call Nº 91

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.

Every call dated & public

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