Musk's hints at a Tesla-SpaceX merger highlight potential ops moat synergies, reinforcing my bullish stance on Tesla's ops moat.

Musk's hints at a Tesla-SpaceX merger highlight potential ops moat synergies, reinforcing my bullish stance on Tesla's ops moat. Despite legacy media's focus on Q2 profit plunge, I remain focused on execution and long-term vision. Record deliveries and expanding features like Grok support this view.

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