Tim (Retired Young Now What)(@RetiredYoungNW):The Wall Street Journal reports Tesla is considering selling, spinning off, or closing its China operations, including the Shanghai Gigafactory, to address regulatory risks in a potential SpaceX merger. Executives were told to prepare; advisers reviewed options. China accounts for ~18% of H1 2026 sales and is Tesla’s second-largest market. SpaceX’s U.S. defense ties raise national-security and data concerns. Plans are preliminary but could significantly affect valuation. A spinoff would distribute shares to Tesla shareholders; a sale would generate cash. $TSLA #SPCX

Tim (Retired Young Now What)

@RetiredYoungNW

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Tim (Retired Young Now What)@RetiredYoungNW

2026.07.31 03:43

The Wall Street Journal reports Tesla is considering selling, spinning off, or closing its China operations, including the Shanghai Gigafactory, to address regulatory risks in a potential SpaceX merger. Executives were told to prepare; advisers reviewed options. China accounts for ~18% of H1 2026 sales and is Tesla’s second-largest market. SpaceX’s U.S. defense ties raise national-security and data concerns. Plans are preliminary but could significantly affect valuation. A spinoff would distribute shares to Tesla shareholders; a sale would generate cash. $TSLA #SPCX#