The Investor's Diary

The Musk Machine


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In this episode, we break down the numbers behind the narrative: SpaceX’s profitability, Tesla’s valuation premium, the mechanics of Musk’s trillion-dollar compensation package, the reported SpaceX IPO, merger speculation, and even the idea of launching data centers into space. Is Musk a generational builder reshaping industries — or a master of capital structure and valuation engineering? We unpack the incentives, the risks, and the optionality markets are really pricing.
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The Investor's DiaryBy Investor Diaries