9/
And yes — the xAI acquisition dropped at 6pm on a Friday.

Classic move to bury bad news and avoid weekend headlines.

But this one’s too big to ignore.

8/
To top it off: Musk’s DOGE (Department of Government Efficiency) staff walked into the SEC on the same Friday this deal was announced.

Coincidence? Maybe. Strategic timing? Probably.

7/
The problem?

He’s allegedly used Tesla resources (GPUs, talent) to boost xAI — with no clear benefit to Tesla shareholders.

That could amount to self-dealing or a breach of fiduciary duty.

6/
Being forced to sell Tesla stock at the bottom would be a disaster for Musk.

So by transferring Twitter’s assets to xAI, he reduces personal exposure — and reshapes the narrative before earnings hit.

5/
Tesla’s earnings land April 23. They’re expected to be bad.

That’s a big risk for Musk — because he used Tesla stock as collateral when he bought Twitter.

If the stock drops too far, lenders could call in loans.

4/
To inflate xAI’s value, Musk reportedly:

• Diverted Nvidia GPUs from Tesla
• Hired elite AI talent
• Positioned xAI alongside companies like OpenAI & Anthropic

It’s a clever pivot — but one with consequences.

3/
Why? Because AI is hot right now. By merging Twitter into xAI, Musk buries a loss-making asset inside a company that can ride the current AI hype and attract big valuation.

2/
Musk quietly moved Twitter’s assets into xAI — his AI startup — for $33B.

That’s the same price he paid when he bought Twitter, despite it now earning far less and being worth much less on paper.