October 21, 2026 - A Tesla–SpaceX combination could give investors a bigger growth story. But who would actually be funding it? Zach Abraham and Chase Taylor unpack the merger talk and question whether Tesla shareholders would be financing SpaceX’s capital demands while still paying a growth-stock valuation.
They separate admiration for Elon Musk’s achievements from the price they’re willing to pay for his companies—and explain why rising revenue doesn’t automatically make an expensive stock a better investment. Chase also examines the upside and risk of renting AI computing capacity through short-term deals instead of locking customers into multiyear contracts.
Later, Zach and Chase question whether stronger Gulf oil shipments represent a lasting recovery, explain why upcoming big-tech earnings matter for the broader market, and investigate an unexpected pocket of strength in hotel REITs.
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