SpaceX IPO Could Nudge Tesla, but Musk Keeps Two Mega‑Companies
SpaceX’s planned $75 billion IPO, with a valuation well above $2 trillion, could tempt some Tesla holders to shift funds but is unlikely to meaningfully derail Tesla. Investor demand for SpaceX is high, but tech IPOs at 80x+ sales can retreat about 50% over three years. Meanwhile, Tesla’s stock is seen as more influenced by AI progress, its robo-taxi rollout, and the new Optimus robot, making the SpaceX IPO a potential headwind rather than a crash for Tesla.