r/wallstreetbets
The Bull case for Tesla
Author theorizes SpaceX's moon base will buy massive amounts of Tesla's Optimus, EVs, and energy products.
- SpaceX's moon base project will require massive quantities of Tesla's Optimus robots, EVs, and energy storage units.
- Elon Musk will prioritize purchasing from his own companies (Tesla, X-AI) over competitors for SpaceX missions.
TL/DR: SpaceX
I am of the belief that SpaceX will be purchasing large quantities of Optimus for the moon base build out, and subsequent moon base operations/maintenance. I also am of the belief that large quantities of electric vehicles, battery storage units, and solar panels will be required for this moon base endeavour. With SpaceX at the forefront of the moon base build out(and therefore space exploration as a whole), and Elon stating that they will get to 1 launch per hour (I know ambitious, but what if), that's quite a bit of material heading into the great unknown. The bulk of which, I would suspect, will be purchased from Tesla, and X-AI. Once the SpaceX launches commence in volume, I would be of the thought that the founder of SpaceX, would like Tesla, and X-AI to be basically sold out of product before purchasing competitors equipment/services.
I know that there will be tons and tons of other shit flown into space....SpaceX is the vehicle that gets shit to space, I get it. But Tesla will get priority, one would think.
This is my Bull case theory for Tesla.