Independent research — not a fund, not advice

The trades that have to happen.

Tesla's "Elon premium" just got a second address: SpaceX. We don't predict where the price goes. We map who is legally and mechanically forced to transact — by index rules, mandates, and math — and size it in dollars.

$4.3B–$27B

Mechanical SPCX buying triggered this week by SpaceX's fast-tracked entry into the Nasdaq‑100 (effective Jul 7, 2026) — confirmed, no Tesla–SpaceX merger required. See Report 002 for the full mechanics.

Report No. 001 — $17

The Elon Premium Split

Tesla trades at 15.1× sales — Toyota trades at 0.85×. That gap is ~94% of Tesla's market cap, and it has a name: the Elon premium. Since SpaceX's June 12 IPO, that premium has a second address. A dated timeline, the real numbers behind the "rotation" narrative, and three honest ways to hold your position.

Report No. 002 — $29

The Trades That Have To Happen

If Tesla and SpaceX merge, specific funds are legally forced to sell — and others legally forced to buy — regardless of anyone's opinion of the deal. We size the S&P 500 deletion risk (up to $342B), the Nasdaq‑100 inclusion already underway, and the one rebuttal that doesn't survive the accounting.

Add The Trades That Have To Happen — the forced-flow field guide — for +$19 ($29)

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