SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math
Published . Updated .
Influencer Alexandra Merz’s hypothetical merger math implies Tesla offers values up to $813 per share, using Oct.20 prices and assumed exchange ratios.
Directly affected
- SPCX Space Exploration Technologies-16.1% 17d
Named in this report.
- NVDA Nvidia-9.9% 30d
Named in this report.
- TSLA Tesla+6.6% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- EWG iShares MSCI Germany ETF-3.5% 30d
iShares MSCI Germany ETF holds stocks listed in Germany, which this story is about (“merz”).
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AMD Advanced Micro Devices-18.0% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SPCXNo price data for this ticker | — | — | — | — | — | — | — |
| NVDA | +5.49% | +5.17% | base | after close | after close | after close | after close |
| TSLA | -2.03% | +1.14% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | after close | after close | after close | after close |
| EWGNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +1.58% | +6.31% | base | after close | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | after close | after close | after close | after close |
| AVGO | +0.96% | +7.89% | base | after close | after close | after close | after close |
| AMD | +5.18% | +14.50% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math Yahoo Finance
Source: Yahoo Finance
How far Vaneck Etf Trust (SMH) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | three days earlier | +14.50% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +5.18% | final price |
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| TSLA | three days earlier | +1.14% | final price |
| TSLA | five days earlier | -2.03% | final price |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 82 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 10 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- SOXX Ishares Tr
In “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
- AVGO Broadcom
For “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- ASML Asml Holding
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- NVDA Nvidia
For “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
- AMD Advanced Micro Devices
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math.” Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story
Vaneck Etf Trust (SMH)
The 2 Nov 2026 story “SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math” names Vaneck Etf Trust (SMH) because of this story.
For Vaneck Etf Trust (SMH), the reason on file says VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
AVGO traded between 319.31 and 380.84 across 20 sessions. The latest close on file is 326.13. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
How strong the case is around Vaneck Etf Trust (SMH)
46 out of 100
“SpaceX Could Mirror Nvidia’s Revenue Boom, Sequoia Partner Says — Tesla Influencer Runs Hypothetical Merger Math” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.