u/Bryjeter2 ·
Reddit — r/wallstreetbets
· May 20, 2026 at 23:52
· ⬆ 54 pts
· 💬 23 comments
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AI Summary
Summary
The post reveals that SpaceX purchased $506M in Megapacks and $131M in Cybertrucks from Tesla in 2025, citing a prospectus.
The author argues this cross-company spending represents a “infinite money glitch” where Musk artificially inflates revenues across his firms.
Quality assessment: Moderate DD based on actual prospectus data, but the speculative conclusion lacks deeper forensic analysis — leans toward noise.
Score54
Comments23
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▶ Full Post Text
“During the years ended December 31, 2025 and 2024, the Company purchased $506 million and $191 million of Megapack products, respectively, from Tesla, Inc. ("Tesa ") recorded in Property, plant, and equipment, net in the consolidated balance sheets. The Company also obtained $131 million of Cybertrucks at manufacturer's suggested retail price from Tesla recorded in Property, plant, and equipment, net in the consolidated balance sheets during the year ended December 31, 2025.”
Straight from SpaceX prospectus. Dudes just going to pass revenue back and forth and inflate all his companies, infinite money glitch acquired.
SpaceX disclosed it bought $637M total in Tesla products (Megapacks + Cybertrucks) in 2025, recorded as PP&E. If these intercompany sales are inflated or non-arm's-length, Tesla’s reported revenue and earnings may be overstated, exposing downside risk when the accounting is scrutinized. The “infinite money glitch” thesis suggests Tesla’s growth is partially fabricated via related-party transactions, warranting a short position on valuation risk. Transactions could be legitimate capital investments; SEC/auditors may not flag; Tesla’s core business may still be strong.