Riding the Coattails of a Rocket Man
Now, for anyone with skin in the game, the immediate question is, how do you play this? The obvious answer is to simply pile into Tesla stock. It would, after all, likely be the cornerstone of any such tech titan. But I think that’s a rather unimaginative, and potentially risky, approach. When a gold rush starts, the people who consistently make a fortune aren't the prospectors, but the chaps selling the picks and shovels.
The real opportunity, as I see it, lies in the sprawling supply chain that would have to spring into existence to support this behemoth. A combined Musk empire would create an insatiable demand for everything from specialised semiconductors and battery components to satellite hardware and advanced materials. Companies like Rocket Lab, a smaller but nimble player in the space launch market, could find themselves swamped with business. Data firms like Planet Labs, which photograph the Earth from orbit, might become indispensable. The broader theme is explored in the SpaceX Tesla Merger Explained: Trillion-Dollar Vision, and it paints a picture of an entire ecosystem being lifted by this one colossal tide.