Tesla reported Q3 deliveries of 486k vehicles, beating the 462k consensus. It's their highest quarter this year, mostly driven by a sales rebound in Europe. They are also trying to ramp up Optimus robot production to 1,000 a week by year-end. The bigger conversation is about SpaceX. Prediction markets are betting that SpaceX might acquire Tesla to consolidate Musk's companies. Polymarket has the odds of a merger by next year at 63%, while Kalshi is up to 80%. Given that Tesla trades at a cheaper valuation than SpaceX right now, it could be an interesting setup if an acquisition premium comes into play.