Tesla's Profit: Is a SolarCity Deal More Likely?

The video discusses the implications of Tesla's merger, focusing on the integration of rooftop solar and battery technology. It questions the merger's logic, given the dynamics of net metering. The analysis covers Tesla's financial results, highlighting discrepancies in lease rates and discounting. Concerns are raised about the valuation process for Solar City, with Evercore's involvement questioned. The discussion shifts to Tesla's capital expenditure and Model 3 production, noting delays. Finally, the potential impact of Tesla's solar roof product on the merger is examined, amidst a declining US solar market.

Discuss the implications of the drop in average selling prices for solar modules in the US market.

What are the potential risks for Tesla shareholders if the merger goes through?