Dear Friend,
Musk needed batteries. He built the Gigafactory.
Needed solar. Acquired SolarCity.
Needed data. Bought Twitter.
The pattern is clear: when a supplier becomes mission-critical, Musk doesn't negotiate. He acquires.
Right now, the most critical supplier in his $1.75 trillion empire is a small power infrastructure company — the one building the equipment Colossus literally can't run without.
For Musk, acquiring it would be pocket change.
For investors who own it before that happens, it could be life-changing.
Dylan Jovine has the name and ticker.
See the stock Musk's playbook says he needs >>
"The Buck Stops Here,"
Kelly Maguire
Behind the Markets
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