1. Gene Munster, Managing Partner of Deepwater Asset Management, a Tesla investor: I previously thought the probability of a merger was 90%, now I think it has risen to 95%. It could even happen as early as next year. But clearly, there's a lot of momentum within the company, and I believe it will eventually become a reality.
2. Kenneth Goh, Head of Private Wealth Management at UOB Singapore: This is like a canvas for Musk's vision of the world. But no agreement has been reached yet. Both companies have formed special committees, and Musk has been excluded from the negotiations. If the deal goes through, Tesla shareholders will also own rocket, satellite, and artificial intelligence assets. They will also provide financial support for these ambitious goals.
3. Daniel Newman, CEO of Future Group: This merger has been almost inevitable since SpaceX announced its IPO… Ultimately, the two companies, combining aerospace, artificial intelligence, autonomous driving, and robotics, will arguably be the most competitive companies globally in addressing future trends.
4. Brian Muirberry, Chief Market Strategist at Zax Investment Management: The possibility of a merger has been widely known, and both companies seem to be building their rationale around existing synergies that will help achieve greater operational efficiency in the future. While it still requires a vote from both companies' shareholders, things seem to be moving in that direction, given that Elon mentioned it twice in the conference call just now. 5. Yuri Hojamilian, Chief Investment Officer at TEMA ETFs: We believe this merger makes sense—it brings various businesses under one roof, and the two companies are already working on significant joint projects, such as Terafab. We see the formation of a special committee as a positive step, and all parties appear to be actively working to address governance challenges.
