The article argues Tesla's future depends on unproven ambitions in AI, robotaxi and the Optimus robot, while its third-quarter revenue was flat at $28 billion, deliveries fell 2% to 486,532 units and GAAP net income dropped 43% to $787 million. SpaceX, by contrast, reported Q3 revenue of $14.6 billion, up 161% year over year, with its Super Intelligence segment, covering AI infrastructure and software, contributing about $7.6 billion through compute agreements with Anthropic and Alphabet. The satellite connectivity business generated $5.2 billion, up 69%, and Starlink had 13.6 million consumer subscribers at the end of September, while Starlink Mobile reached 22 million monthly users. The author would choose SpaceX over Tesla if limited to one Musk stock through 2030, citing its multiple avenues for growth.
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TeslaElon MuskSpaceXelectric vehicles
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 11/02/2026 | 403.82 |
| Change that session | +1.00% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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