What top creators are saying about Space Exploration Technologies Corp.(SPACE)— Page 2

202 AI-extracted insights from 63 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Space Exploration Technologies Corp. (SPACE) — Page 2 of 5

Showing insights 51–100 of 202.

Friday, June 19, 2026

Very Bullish

Recognized for its ability to explain complex technological shifts to the public and control its narrative through direct engagement, though heavily dependent on its founder's reputation.

Very Bullish

Secondary market activity is a catalyst for interest in pre-IPO tokenization and retail access to high-growth private companies.

Very Bullish
Target: $216

Recently became the 7th largest company by market cap; high valuation provides massive leverage for acquisitions despite lower revenue relative to peers.

Thursday, June 18, 2026

Very Bullish

Targeted for growth-stage investment by Antifund due to high conviction in defense and manufacturing sectors.

Bearish
Target: $2.5 trillion market cap

Trading at an extreme valuation of over 100x trailing annual revenue despite recent stock momentum.

Neutral

Market cap exceeds entire crypto market; currently viewed as slightly overvalued relative to Tesla.

Wednesday, June 17, 2026

Very Bullish

High valuation provides a powerful 'currency' for potential acquisitions in energy, chips, or AI cloud infrastructure to secure its supply chain.

Very Bullish

High valuation allows for strategic acquisitions like Cursor; secondary markets show massive gains for early investors.

Very Bullish
Target: $175

Short-term bullish due to forced index buying ($7B-$10B) and low float, but recommends exiting before August/September lockup expires.

1000x
Are Rate Cuts Dead?
1000xPodcast142 days ago

Tuesday, June 16, 2026

Bearish
Target: 3 trillion market cap

Trading at extreme 150x price-to-sales ratio; analysts warn of a 'low float' pump and potential dilution ahead of IPO lockup expiration.

Bearish
Target: $217

Currently in a 'typical hype cycle' on secondary markets with a valuation approaching Microsoft; considered overvalued by the host despite long-term revenue projections.

Bearish
Target: $177

Valuation driven by manufactured scarcity and 5% float; analysts warn of a potential drawdown to justify $2.32T market cap.

Monday, June 15, 2026

Very Bearish

Trading at extreme revenue multiples (110x P/S) with concerns over pivot to lower-margin commodity business models.

Sunday, June 14, 2026

Bullish
Target: $135-$141

High long-term valuation potential but high short-term volatility post-IPO; wait for a 20% drawback before entry.

Very Bullish
Target: IPO potential

Viewed as a major infrastructure player and the 'fourth largest hyperscaler' with significant data center capabilities.

Saturday, June 13, 2026

Bullish

Mentioned as a pre-IPO asset that will be accessible via Lighter's new RFQ model for perps.

Very Bullish
Target: Thousands of launches per year by 2028

Viewed as a dual-entity investment: a revenue-generating 'put' via Starlink and a massive 'call' option on space infrastructure and orbital data centers.

Very Bullish
Target: IPO by 2027

Polymarket data suggests a 100% probability of the company going public by 2027.

Friday, June 12, 2026

Very Bullish

Completed the largest IPO in history with strong bullish sentiment from leadership

Very Bullish

Anticipated IPO expected to attract significant capital flows as the sector leader

Bullish
Target: $75 billion valuation

Largest IPO in history driven by strong narrative and 'Elon Premium', though pricing may be high due to hype.

Very Bullish
Target: $135

Secondary market sale valuing the company at $1.77 trillion highlights its dominance in aerospace and satellite internet.

Very Bullish
Target: $75 billion valuation

Successfully priced a $75 billion IPO with highly positive sentiment from leadership.

Very Bullish
Target: $1.75 trillion valuation

Pivoting to a global infrastructure provider for internet and AI compute; Starlink and Starship are key drivers alongside a massive NVIDIA GPU cluster.

Thursday, June 11, 2026

Bullish

Holds significant proprietary physical design data required for training AI to manage physical constraints like heat and electromagnetics.

Wednesday, June 10, 2026

Neutral
Target: None

Mentioned in the context of its IPO raise size compared to Google's equity round.

Very Bullish
Target: $1.8 trillion valuation

Massive investor demand with 4x oversubscription for the IPO; low initial free float of 4% likely to cause significant price appreciation upon listing.

Very Bullish
Target: $162

Viewed as a guaranteed upside if secured at the $135 indicative price versus the $162 secondary market price; expected immediate inclusion in the NASDAQ 100.

Tuesday, June 9, 2026

Very Bullish
Target: $23 trillion market opportunity

Massive demand for IPO with 2x oversubscription and a strategic pivot into space-based AI data centers using NVIDIA hardware.

Monday, June 8, 2026

Very Bullish

Becoming a major neocloud provider via a $920M/month compute deal with Google and imminent IPO rumors.

Bullish
Target: $75 billion IPO proceeds

Highly anticipated public offering is concentrating institutional capital, though much of the liquidity move may already be priced in.

Sunday, June 7, 2026

Very Bullish

Gold standard for private liquidity; high retail demand and market dominance despite remaining private for 24 years.

Bullish
Target: $135 IPO price

Anticipated IPO with high demand; advice is to avoid chasing Day 1 spikes and wait for mean reversion.

Saturday, June 6, 2026

Very Bullish
Target: n/a

Upcoming IPO is viewed as a massive bellwether for high-growth tech and market liquidity.

Thursday, June 4, 2026

Neutral
Target: None

Upcoming IPO scheduled for next week is expected to cause significant market volatility.

Wednesday, June 3, 2026

Very Bullish
Target: $175B+ valuation

Described as a 'one of one' monopoly in low-cost space launches with an extremely low potential cost of capital.

Very Bullish

Highly anticipated equity raise or IPO candidate expected to return massive capital to LPs.

Monday, June 1, 2026

Very Bullish

Potential IPO could see immediate inclusion in S&P 500 and Nasdaq 100, forcing $30 trillion in passive inflows.

Friday, May 29, 2026

Bullish

Partnering with StarCloud to build orbital data centers and positioning itself as the toll booth to the space economy.

Tuesday, May 26, 2026

Very Bullish

Highlighted as a prime example of 'Moonshot' thinking and radical breakthroughs that prioritize 10x or 100x growth over incremental improvements.

Bullish
Target: $1.75 trillion valuation

Massive revenue growth from Starlink and xAI merger, but valuation at 95x revenue is significantly higher than peers.

Saturday, May 23, 2026

Very Bullish
Target: $1.75 trillion valuation

Filing for a massive IPO to raise $75 billion, transitioning from a launch provider to a global infrastructure and AI powerhouse with a $28.5 trillion TAM.

Very Bullish
Target: $1.75 trillion valuation

Filed for a massive IPO aiming to raise $75 billion, positioning itself as a dominant infrastructure and AI player with a $28.5 trillion TAM.

Friday, May 22, 2026

Very Bullish
Target: $1 trillion valuation

Preparing for a massive IPO with significant expansion into space-based data centers and telecom via Starlink.

Very Bullish
Target: $2.2 trillion - $2.4 trillion

Anticipated IPO with massive valuation potential driven by AI compute infrastructure and 'Orbital Data Centers'.

Thursday, May 21, 2026

Bearish

Anticipated June IPO; some fear it could represent a market top or face liquidity issues.

Very Bullish

Pivoting to 'Compute as a Service' provider; Colossus data center contract with Anthropic adds 80% to revenue.

Very Bullish
Target: $1.9 trillion valuation

Filed for $80B IPO; pivoting to 'Neo-cloud' AI infrastructure using Space Data Centers and Starlink.

Bullish
Target: None mentioned

Considered the hottest potential IPO of the decade; holds significant Bitcoin reserves (18,712 BTC) and may increase holdings if it goes public.