Daily Summary 2026-10-26 — Merger Kalshi 70% · META first FCF loss · Cybercab 970 F1 record · FSD demand>supply · TSLA P/E 244.5x
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Tesla-SpaceX merger probability hit 70% on Kalshi. META posted first-ever negative FCF (-$1.2B) on AI capex. Texas Cybercab fleet reached 970; Austin F1 saw 1,250 sightings (all-time record), 92.7% driverless. Musk: FSD demand exceeds production by a 'significant margin.' TSLA P/E 244.5x = GNG fair value. SpaceX: $40B GPU debt closed, 200+ neoclouds to collapse, 13GW compute path.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.