Given the strong and growing alliance between Trump and Musk, this is not a total shock route as behind the scenes, the Trump White House is looking at alternatives if the Supreme Court upholds the ban. In addition, Beijing/Xi Jinping has a strong relationship with Musk, so there would be added comfort in this deal/potential partnership to avoid a TikTok ban in our view.
We believe in the scenario that ByteDance sold the US operations of TikTok this would be without the algorithm (ByteDance will never sell this key DNA) at a price tag likely in the $40 billion to $50 billion range. This would significantly enhance the value of Microsoft’s X platform, and likely Musk would take outside investments for this potential golden asset pickup.
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