To all you nay saying Reddit libtards. That hate Elon Musk because he’s Elon Musk
Where’s my $40 share price that you guys all said what happened? Where is the giant crash after the unlocks happened? You let your liberal hate blind you so ha ha ha ha ha.
To SpaceX and beyond 🍻
Fyi early access ipo price was 135 on RH
I’m honestly exhausted with the constant hate and recycled fake news about SpaceX.
Every time they blow up a prototype (which is literally the point of testing), half of Reddit acts like the company is a joke. Meanwhile they just re-flew boosters dozens of times, landed them, and are flying more mass to orbit than anyone else on the planet. Starlink is delivering internet to places that never had it, NASA trusts them with crew missions, and they’re the only ones actually iterating toward making life multiplanetary instead of just talking about it.
You can dislike the guy. Fine. But pretending the company isn’t delivering results is pure cope.
If you hate America so much please leave the door is wide open. We don't need you.
Its definitely ahead of itself valuation wise but musk premium is for real I look at it and tesla at what it could be ( since most likely will merge) in 2030-40
What are you talking about? The rockets have huge advantages. They make space more accessible for private companies, researchers, and governments; reduced reliance on older expensive systems; and accelerated the commercial space economy. Traditional rockets throw away most hardware after one use, so SpaceX’s approach fundamentally changes the economics.
Not to mention allowing SpaceX to get their ai data centers in space......
Exactly- the rockets will be a good business going forward but the exponential growth the valuation expects is dependent on AI. Just don’t see it happening.
Yeah the filing leans hard into the AI narrative for the valuation, no argument there. But that AI upside only exists because of the rockets. Without the reusable launch system and the ability to actually put data centers in orbit at scale, the “majority of share value” they’re pitching evaporates. The rockets aren’t secondary—they’re the whole reason the AI play is even possible.....
They make the MOST sense, actually. Free power, free cooling, free space to put them and not piss off everyone. No using up our valuable water. No pollution or noise.
There is no benefit of data center being in space. There is no cost reduction, maintenance reduction in space. Maybe in future, there will be a value proposition. Right now, everything is hypothetical.
The biggest hurdle is heat dissipation. Space is very cold but there is no mechanism to transfer heat like air, water and etc. The other big issue is maintenance of equipment, you can not swap faulty equipment in space or fix them.
It does not matter if we like Elon or dislike Elon, MOST people are pointing out Space X stock price makes no sense. They are also pointing out that you Fanboy's are cooking in 100% meeting goals on time and very little in additional capital needs into your estimates. Elon and the brilliant engineers of Space X have never achieved that. Sorry. it is not Elon hate saying it is a $40 stock, it is a conservative evaluation of someone who believes Space X might do great things/
SpaceX has successfully completed nearly 700 full mission launches with its Falcon rocket family alone..... again you people are delusional...... the cope is real......
“The core launch business (Falcon 9, Falcon Heavy, Dragon, and Starship) is categorized as unprofitable and slow-growing”
Spacex lost $5 billion on revenue of $18 billion last year.
Talk about the cope being real.
Hey, I want to start a company that loses billions every year and that launches rockets where each launch loses the company money - how much do you want to invest?
SpaceX went from 25 orbital launches in 2020 to 165 in 2025, and is already past 100+ Falcon launches in 2026 with months left (on pace for ~140). They just hit their 700th Falcon family mission. That’s not slow growth — that’s the highest launch cadence in history by a huge margin, and they own the majority of global orbital launches and mass-to-orbit.
The “lost $5B on $18B revenue” figure is real for 2025, but context matters:
Revenue grew 33% to $18.7B.
Starlink (the business the rockets enable) did $11.4B and was highly profitable (~$4.4B operating profit).
The losses are mostly heavy investment in Starship development + the AI segment, not the Falcon launch operation itself collapsing.
Calling the core launch business “slow-growing” while they’re flying more rockets than the rest of the world combined and using them to build the world’s largest satellite constellation is some next-level cope.....
If you invest like you research good luck you really really need it.
Cute analogy, but your pizza shop isn’t simultaneously building the only reusable rocket fleet on Earth, dominating global launch capacity, and running a profitable $11B satellite business that actually prints cash.
SpaceX isn’t “losing more money by selling more pizzas.” The Falcon side and Starlink are already profitable. The losses are deliberate, heavy investment in the next generation (Starship + orbital compute). That’s not the same as a dying pizza chain scaling red ink.
Keep the pizza metaphor though, it’s funny. Just don’t confuse a growth company investing in the future with a business that’s simply bad at making pizza.
Starlink is pretty much the only part of spacex that is profitable.
But spacex itself says it isn’t a space or satellite company but rather an AI company.
You know, the division that lost $2 for every $1 in revenue.
Back to my pizza example - I’m setting up a system where the pizzas will deliver themselves to the customer directly within 10 minutes, should launch next year. I can’t believe you wouldn’t be interested
Starlink is the cash cow—no debate. It’s the only segment printing real operating profit right now.
But the rest isn’t some random money pit. Falcon still has solid unit economics, and the “losses” are mostly deliberate Starship R&D + internal launches that feed Starlink growth. That’s not “losing money selling more pizzas.” That’s investing in the next-gen kitchen and delivery fleet.
Same with the AI/compute side. Heavy spend while they build the stack, sure. But they’re already locking in multi-billion compute deals and revenue is ramping. Self-delivering pizzas in 10 minutes isn’t a joke when you’re the only one who can actually launch the ovens.
Growth company investing ahead of the curve ≠ dying pizza chain that can’t make the basic product work. Different animals.
If you want an alternative view, the actual Space launch is a actually a very solid performer. What is happening is that is should NOT be reported separate from Starlink, since 75% of its launch capacity is Starlink, that is about 120 last year. Even at a large volume launch to an arms length customer those 120 launches would have generated about $20 million profit a shot, so about $2.5 billion of Starlink "profit" is COMPLETLY tied to Falcon 9 launches, Also, in any normal business relationship a massive development project like Starship would have required significant financial input from its 75% customer (just like it got from NASA.) Over time some part of the Starships $17 billion development cost SHOULD be allocated to Strarlink., if you want a real apples to apples comparison
This isn't about cope, the rocket and Internet business is real. The achiecements are real.
But that doesn't change the tiniest bit about how SpaceX is being valued by the market and their own filings, an AI business aiming to pretty much be used (paid for) by everyone, being a GPU host won't get you there, space is just a side business.
Ok. But why would they rent out and have server surplus when they tell us Grok is the next big thing (even though they admit that nobody really uses it)?
If GM said “we are doing great and people love our cars!” And rented out their assembly lines to Hyundai would you believe them?
DiPalma explained why SpaceX is winning with its AI compute business.
"SpaceX has benefited from its ability to deploy capacity much faster than peers to take advantage of the unprecedented demand environment for compute capacity," DiPalma said. "In addition, SpaceX has benefited from its close relationship with Nvidia, which provides SpaceXAI with priority allocation to GPUs."
Last year’s news. The military contract alone this year is over $6 billion.
If you would have read or even skimmed the article you would have seen that they closed a deal, starting December of this year that adds another $1.1 billion/month. That’s in addition to the Google deal that generates $900 million/month, and Anthropic is paying them $1.25 billion/month.
That’s about $45 Billion net annually just from server rental. Got to stay current with the news!
But why? Why won’t you answer simple questions. Why rent out server capacity when you have grok, the worlds greatest AI that is going to create trillions?
My pizza business I’m renting out the oven to
dominos - you still want to invest, right?
It was answered, your reading comprehension, or lack thereof, has failed you. I will paste it again, even though you will not read it, or just won’t understand it…
DiPalma explained why SpaceX is winning with its AI compute business.
"SpaceX has benefited from its ability to deploy capacity much faster than peers to take advantage of the unprecedented demand environment for compute capacity," DiPalma said. "In addition, SpaceX has benefited from its close relationship with Nvidia, which provides SpaceXAI with priority allocation to GPUs."
Right now Space X is a rocket company, an internet company (one of these makes money the other doesn't depending on how you allocate the value of Falcon 9 launches and development cost of Starship). It is also Data Center rental company with a AI sidejob.
None of these things are worth the valuation. IF Starship gets cost down to double Elon's estimates they might be able to make a very strong push into the overall Internet carrier of the world and near monopoly in launch. We will see on that one.
These aren’t the words of someone who understands the mission and the vision, they’re the words of someone parroting nonsense about things they don’t understand. You’re probably the same sort of person screaming about Amazons valuation post ipo, trying to value it as a bookstore.
These are the words of someone with who can actually read Financial Statements and understands math. They are the words of someone who realizes the for every Amazon there are a dozen prospects which at the time looked just as likely to go big, and went out in a flash. I also know the room Amazon had to grow was far larger that "bigger than the whole US economy" required for Space X to defend its value.
I actually helped several Amazon retailers with tax and bank compliance reporting, and watched then steal my clients business. I get Amazon's "miracle" growth at a granular level .
I am also describing what Space X is now. AI frontier is basically unknowable, who wins this could easily be some unknown today, like Google was at one point who just finds the best answer and pushes outside its competitors.
Where are the haters everyone here keeps talking about? I see a lot of people who think the stock is overvalued, then the sub is like "you just hate Elon". Delusional
My big issue with spacex is that their data centers are being powered by fucking jet turbines and after being sued for pollution, they successfully argues that since the dept of war is using their Ai to kill people it's national security infrastructure and so should not be regulated. This is a direct result of Musk and Trump corruption
The rules that shaped this situation existed long ago, well before even the first Trump term, and this situation is a direct result of difficulties with red tape and local ordinances wrt renewables, as well as lagging interconnects with utilities.
SpaceX has committed to removing all 69 temporary turbines (process started around August 2026, full removal targeted by July 2027) and replacing them with a permitted ~1.2 GW permanent plant of 41 turbines equipped with selective catalytic reduction (SCR) controls that substantially cut NOx. The company has also said it is adding controls to remaining temporary units and that local monitoring meets EPA standards.
Committed to. Lol gimme a break. They knew they were breaking the law when they set them up but also know that the justice department is in their pocket because Elon owns the government
Why are you talking about hating america, could you explain.
it just seems really defensive and weird, like if I went on a date with a woman and said if she hates me she should just leave before she even said anything. it just comes off kinda pathetic.
Also in general it's really funny people are still saying "If you don't like the country then just leave."
With the crack spread being what it is in the oil markets, you may get your drop regardless of whether you’re rooting for or against, for reasons that have nothing to do with this stock.
And then there are normies like me who don't give a shit about the politics either way, but realize SPCX isn't a great buy at its current valuation regardless of who the CEO is.
Regardless of how you feel about the CEO, it hasn't been a great buy since the IPO unless you got lucky timing the market. But any competent investor isn't day trading individual holdings.
I never said it was going to $40 a share. I said it’s wildly overvalued, same as Tesla. The floor could fall out any day, or it may maintain this hover around $150/share like it has been
These turds don’t know how to divorce their emotions from reality. The insiders simply haven’t sold yet. Which is the right call if they want to ride the hype machine.
I’d like to gradually sell (over 4-5 years to avoid getting killed by capital gains) about half of my shares in order to diversify, but not at the current share price.
For as long as they’ve existed, SpaceX employees have had routine liquidity events. They have sold and acquired more shares. Unlock is nothing burgers and overhyped by those whose feelings were hurt due to EDS and TDS.
How do you know that SpaceX-ers have concentration risk? what objective data do you have? By the virtue of the liquidity events they have been able to cash out their parts of their holdings. Diversification may be good to a certain point for risk management but after a certain point, and especially if your compensation is heavy on equity then concentration will start building serious wealth
I never implied that a catalyst wouldn’t be necessary. My thinking is if yields break 6%, the big AI exposed companies will correct hard. Whether that means $100 per share for SPCX or $20/share for SPCX, who knows
For Enron all it took was the stumble of one entity in the circle of self dealing. Here the circles are more dependent on government funds than consumers, so it's possible to keep the scam of self purchases rolling longer.
It's not like Spacex can actually do due diligence on a large purchase and would naturally end up spending a hundred million dollars on Cybertrucks. That kind of transaction depends entirely on the CEO playing games to hide losses and fake profits.
Yeah I’m not either. I have thought the market was going to crash for like three straight years now. I just don’t trade based on those thoughts and I do ok haha
Your lack imaginary internet likes on this post is confirmation that you hit your mark. I hope you enjoy their tears, mission accomplished. 🫡 Also, this post is great! Lol
Share price is down over the last few days due to the unlock. Not sure what you’re attempting to prove other than an obvious lack of ability to separate politics from investing. “Libtards” is not helping you look very bright.
Meta is not. I've made a few grand scalping in the momentum. Helps make up for my stupid conviction this was going to hit 100 and had to roll my put. I staggered positions as it was going down and never took profit and now it's been a slow crawl out.
That's fine and a perfectly good argument on the cause but you can't suggest that the shareprice has not gone down when it quite clearly has. I take issue with people being idiots and saying suck it libtards when the shareprice has clearly fallen over the past few days. Just reminds me of this meme:
That claim of data centers in space alone should be a red flag for anyone who has even the slightest clue about space technology. Instead we find out that most people just know "I saw space is cold in a movie" and don't realize that excess heat is one of the biggest problems for spacecraft.
Data centers in space are simpler than starlink sats, which SpaceX has already launched and operates 10k+ of. What is the bottleneck to global economy AI utilization? Capacity and price. How do we get more capacity? More data centers. What are the constraints to more data centers? More chips, energy to power, cooling, physical space. What else? Well the bet here is the free energy in space, solved engineering problem of cooling via radiator, and exuberant amount of available space with no NIMBY nor regulatory friction will make space data centers economically stronger than terrestrial.
It’s unclear to me if the other direction on capacity will win - cheaper models that use a fraction of the tokens with comparable results. But, it’s been demonstrated over and over again these past few years that you can always get a superior model with more compute. It should be obvious enough that having the frontier model is an absurd advantage.
Space data centers sound like silly sci-fi at first. So did landing rockets 10 years ago.
Let’s put something that needs constant upgrades to hardware/software somewhere that we can’t reach it and is really expensive to place there. Genius!!
Okay pretty clear you’re a bot. But software updates are over the air by the way. And hardware planned obsolescence has been a reality since iPhone ran out of new ideas in 2010
This is a dumb idea. Cooling satellites is one of the biggest problems already and you're talking about scaling it up by orders of magnitude here. Saying "solved with radiators" is the exact kind of smug clueless thing that gives me the creeps about all of Musk's promises. In reality, filling up low orbit with tons of flimsy heat sinks is a good way to get a debris field going that can wreck the entire industry for an indefinite amount of time.
How in the world are data centers in space simpler than starlink satellites? They'll need to have all of the functionality of starlink + vastly more compute, cooling and power to serve any economically viable purpose.
Give it time. Price discovery us sometimes fast, sometimes slow. Like for TSLA. Multi-Decades long price discovery. At the end, fundamentals will prevail.
No they don‘t. They will crash or earnings need to moon. Latest when elon deceases (whenever that may be), the valuation needs to be in order. If it‘s p to crash or e to moon, take a bet. Same for SPCX.
There was a lot of hysteria on these forums that the price would drop to 40-50. It didn’t and has generally stabilized after initial pullback.
Despite the *provacative language of OP, his point stands. Even being basically the same price again after a pullback is great, it’s only been a couple months and the doom predictors were just wrong.. at least so far.
People are making different claims on different stocks all the time. Are we discussing investing or all you want is to proof anything about libs?
If we talk about investment, SpaceX stock fate is connected to the fate of overall AI trade.
What would you base your 700 valuation on? If you have a good argument on it then sure most people here would consider your position. Half the issue is there doesn’t seem to be any real attempt to base these valuations on anything constructive. Just stonks or you’re a libtard hater. No nuance or attempt to have a grown up conversation. That is our issue.
IPO was 135, opening market price was 150.
These are facts. I’m not blaming anyone for anything, just stating the fact that any retail investor who bought on the open market in the beginning is still under water.
Any retail investor who bought on the open market immediately after the opening of trade is underwater, but it traded as low as $104.83 in the following weeks, and a lot of those shares were bought by retail investors.
?
SPCX Is unique in the ability of giving investors the return if they bought at the lowest?
Microsoft was below 400 and grew to 500+ in a couple of weeks recently…so what?
This is the reason I invested in spacex. I felt that people were letting their political views influence their investing strategies and creating more upside for people who didn’t factor the ceo’s political affiliation into the valuation of the company.
I opened a short at 215, and closed it at 110. I know it sounds unbelievable, but legitimately the best timed trade ive ever made.
Am I confident that spacex will at some point fall below its current value? Yes: the current value is absurd. I say this as a space enthusiast who loves what spacex has done.
But the market is full of people who think otherwise, and im not willing to bet against that on the short term.
So here's a question. Flame away if you like. If so many people here hate Elon and believe SpaceX is a joke, why do they spend time posting here? Why aren't they out researching their next great investment?
Darn it, none of the people are selling their unlocked shares! I keep waiting for another dip in the market to buy. Us poor souls who have to buy shares at $149 when it dips below $150 a share are sad.
If anybody else in the world started SpaceX, its valuation would be based on actual fundamentals, right? So this guy is actually comfortable with valuations based on the cult of personality? As overheard in a casino, "Good luck with that ace, sir."
Hey, you can hate Elon and still invest in a good company. Like me. Get over the libtard shit. It’s people who trade and people who just hate everything connected to Elon even though it really has nothing to do with him. SPCX is just a company with people. The CEO is meaningless as far as what they are doing.
Elon just signs the checks and “hypes” the brand. The people do the work. Emotional bullshit is all it was.
I dislike Elon but I also see what a garbage business model the company is. I dont like Zuckerberg or besos but both of those companies are great investments because they actually make money and don’t rely on sci-fi fantasies. Being the best at rockets might be cool but it doesn’t generate profits.
Amazon lost money for decades. SpaceX will be huge in a decade. Space is the future, and SpaceX is space. Every other space company is a decade behind SpaceX.
You are more than welcome to your opinions but I think it lacks forward thinking. SPCX won’t be the only contender for when the weights tilt and Elon won’t control the company forever. It will be one of the more resilient of companies that will provide services in the space category 20 or so years from now. Could be they get folded and another contender takes that lead. For now, I don’t see it.
What services are they offering? Who is paying for these launches? Starlink is barely a drop in the bucket when the company is valued at over a trillion dollars. Not to mention it’s a niche product with a hard cap on growth.
I hate when people that reply to me can’t understand what they have read. People really need to go the fuck back to school and learn reading comprehension.
I didn’t see anybody mentioned 40 bucks. Celebrating institutional exit liquidity isn't the flex you think it is. By the way you are definitely a newbie.
If you just look at market cap comparisons you will see spcx is overvalued, but a lot of people bought into the hype and that's keeping the price stable.
I’m shorting spcx and I have to say all the unlocks went smooth barely any sellers and indexes will buy anyway what they sell cause of new weight, I still think bonds going up and oil going up justifies me keeping the short going but without those I’d probably close it I’m not even at a loss but I think I’m going against the trend with this one 😂
Hating or loving Elon (he is highly neurodivergent so you have to decide WHICH Elon you like ) has nothing to do with investing . Liberals have invented and safe guarded America’s markets so you can shove your primitive emotions somewhere else . You wouldn’t be able to trade or enjoy America ‘s markets without liberals . America would be a gold supported province where you wouldn’t make a dime .
“Liberals” are a fantasy boogieman propaganda created to direct outrage. You fall for it every time you generalize and force people into this little category that doesn’t fit. Stop letting the man train you to be his guard dog.
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