A longtime Tesla investor said she avoided buying SpaceX shares in the company’s record IPO because she expects Elon Musk to move quickly toward combining the two companies.
Alexandra Merz, chief executive of L&F Investor Services, said her thesis is that Tesla and SpaceX will merge. Merz, who runs the TeslaBoomerMama account on X, said she chose to keep her Tesla shares rather than sell them to participate in the SpaceX offering.
“My thesis is that Tesla and SpaceX will merge,” Merz said in a Bloomberg Television interview. “As an all in Tesla investor I would have had to sell Tesla, which I was not going to do.”
Merz said she expects a merger announcement within weeks if her view proves correct, with a deal completed in the first half of 2027.
The idea has gained traction among some SpaceX private market backers and Tesla bulls, who see Musk’s desire for control as a reason to eventually combine his main companies under a broader AI and infrastructure platform.
