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Elon Musk Tracker

$ELONMUSKXSSteven Wang

About Elon Musk Tracker

Investing in companies Elon Musk publicly holds, sits on the boards of, or supplies key companies he operates. These companies include Tesla, SpaceX, Twitter (X), SolarCity, and more.

About the Creator

Founder and CEO of dub. Focused on building a low correlation portfolio of dub’s top creators and my own portfolios. Mainly value driven investing with occasional stock picking.

I’ve been trading since 2nd grade - starting on a Scottrade custodial account.

Activity

Total Rebalances2
Last RebalanceAug 25, 2025

Posts by Creator

Changes:CEG +7.0%NEE +7.0%BHP +7.0%CCJ +7.0%AMD +5.0%

$ELONMUSKX I'm rebalancing this portfolio to focus on Elon Musk's recent focus on how AI and electrification are constrained by compute and power and where he is actively spending and evangelizing through his companies, his X posts, and his public appearances. I anchor on TSLA as the engine across EVs, autonomy, Optimus, and energy storage. Then I add NVDA, AMD, TSM, and DELL to capture the GPU/server stack behind Musk’s orders. On the power side, CEG, NEE, and CCJ cover nuclear and scaled renewables. ALB/BHP secure battery metals. I overweight TSLA/NVDA; others balance energy/materials risk. Built for global multiyear trends with periodic rebalancing.

Changes:TSLA +30.0%NVDA +16.0%TXN +13.0%ALB +12.0%APTV +10.0%

In this rebalance I’m adding 2 public companies, Hexcel and Air Products and Chemicals, Inc. who are SpaceX suppliers to better track Elon’s space exposure.