Possible scenario
Foundry Partner Added
25% Chance
Tesla and SpaceX bring in another manufacturing partner while keeping Intel in the project, reflecting concern over Intel's advanced-node execution risk. This would align with the prior report that TSMC pursued the project after Intel stalled, without requiring a complete Intel exit.
Secondary impacts
- Technology +0.4%
Tickers
- INTC-2.0%
- TSLA+0.9%
- SPCX+0.7%
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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