What top creators are saying about SpaceX(SPACE)

Aerospace and AI infrastructure company

194 AI-extracted insights from 60 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 12 scored insights about SpaceX.

Bullish
avg +0.23
6 bullish6 neutral0 bearish
Investment Summary
Updated 2 days ago
Summary of insights about SpaceX in the last 30 days

The Take

Coverage was mixed, with bullish takes highlighting Starship, Starlink and potential space-based AI compute, while other mentions were neutral or raised execution and access concerns. One source reported a completed $75 billion IPO at a $1.7 trillion valuation, though another described SpaceX as private with no public ticker.

Bull Case

  • AI compute demand: SpaceX was cited as a potential source of Terafab compute demand that could exceed global chip supply (per Elon Musk).
  • Starship and Starlink: Starship reportedly reached orbit and deployed 26 Starlink V3 satellites; coverage also cited Starlink service expansion (per Amit Kukreja, All-In Podcast).
  • Space-based infrastructure: Space-based AI compute, defense contracts and a reported neocloud contract were mentioned as possible catalysts, but no clear catalyst was confirmed (per Amit Kukreja, All-In Podcast).
  • Potential accumulation: One host viewed an unlock-related decline as a possible buying opportunity, while acknowledging uncertainty and private-share access (per InvestAnswers).

Bear Case

  • Execution risk: An engine failure was reported alongside the Starship milestone, and a launch failure was flagged as a potential negative (per Amit Kukreja, InvestAnswers).
  • Unclear price signals: Crypto Banter described a broken trend line and lost critical levels, with a possible move toward 122; units and timeframe were unclear (per Crypto Banter).
  • Private-share access: Sources noted SpaceX is private and not generally accessible as a publicly traded stock (per Amit Kukreja, InvestAnswers).

Catalysts & Targets

  • Reported IPO: $75 billion raised at a $1.7 trillion valuation (All-In Podcast).
  • Starship reportedly reached orbit and deployed 26 Starlink V3 satellites (Amit Kukreja).
  • Crypto Banter cited a possible move toward 122; units and timeframe unclear.

AI-generated summary. Not investment advice. Learn more.

Top creators covering SpaceX (SPACE)

The 6 sources with the most insights about SpaceX on Kazuha.

Latest insights about SpaceX (SPACE)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Saturday, October 3, 2026

Bullish

Named as a source of projected Terafab compute demand, which is described as potentially exceeding global chip supply.

Friday, October 2, 2026

Very Bullish
Target: $2.1 trillion stated valuation

Reportedly rose about 7%, adding an estimated $145 billion in market value. Space-based computing, defense contracts, and a reported neocloud contract were discussed as possible catalysts, but no clear catalyst was confirmed.

Wednesday, September 30, 2026

Neutral
Target: No explicit price target.

GrokBot reportedly reached 418,000 weekly users a month after launch and was described as more enterprise-oriented.

Tuesday, September 29, 2026

Neutral
Target: No price target

The company was mentioned as a past IPO-related example; anticipation of its IPO coincided with an approximately 5% S&P 500 decline, but no investment recommendation was made.

Monday, September 28, 2026

Very Bullish

Starship reached orbit and deployed 26 Starlink V3 satellites, a technical and commercial milestone, although an engine failure highlights execution risk. SpaceX is private and has no public ticker.

Slightly Bearish
Target: 122

The chart was described as holding the 200 level but having broken a trend line, leaving open the possibility of a move toward 122; units and timeframe are unclear.

Friday, September 25, 2026

Neutral

SpaceX was mentioned in reference to a prior interview, but no specific investment view, price target, or recommendation was provided.

Thursday, September 24, 2026

Slightly Bearish
Target: Watch about 141; below it, potentially around 122

The company had lost some critical levels but had not fully invalidated the setup. The speaker said a break below the cited level could lead to a move toward 122.

Wednesday, September 23, 2026

Bullish
Target: $135–$155 possible range; a share unlock could push the price toward $145 or slightly lower.

The speaker viewed an unlock-related decline as a possible accumulation opportunity but noted uncertainty and the private nature of the shares.

Neutral

Referenced in Marscoin's narrative, but the transcript does not indicate that SpaceX issued or endorsed the token.

Tuesday, September 22, 2026

Bullish

The host discussed a planned Starship orbital attempt and Starlink V3 deployment, while noting that a launch failure could be negative. SpaceX is private and not generally accessible as a publicly traded stock.

Monday, September 14, 2026

Very Bullish
Target: $1.7 trillion valuation

Completed a $75 billion IPO at a $1.7 trillion valuation; expanding Starlink direct-to-cell and broadband services while building out high-margin space-based AI compute infrastructure.

Sunday, August 30, 2026

Very Bullish

Seeing elevated institutional demand for private market liquidity among expectations for direct public exposure via a future initial public offering.

Wednesday, August 12, 2026

Very Bullish

Stock is up almost 40% in just five days, rebounding off recent lows as short sellers run out of capital, and data has been integrated into advanced AI models like Grok 4.7.

Very Bullish

Commanding significant market attention and retail FOMO, with strong earnings and high revenue projections outweighing dilution fears.

Monday, August 10, 2026

Very Bullish
Target: $500 billion to $1 trillion ARR by 2030

SpaceX is transitioning into an AI compute and infrastructure company, presenting massive long-term growth potential alongside high volatility and execution risks.

Friday, August 7, 2026

Bearish

High valuation multiples, surging AI-related capital expenditures, and upcoming insider share unlocks present notable risks for investors.

Thursday, August 6, 2026

Very Bullish

Considered a top-tier technological innovator, with post-correction levels presenting opportunities to add exposure to secular growth trends.

Very Bullish
Target: $103.79

Currently holding a long position on shares, expressing a personal bullish view regarding share lockups and tax strategies.

Wednesday, August 5, 2026

Bearish
Target: $60 to $70

Reported strong earnings and announced an NVIDIA partnership, but its chart remains in a short-term hourly bear trend with a potential pullback target around $60 to $70.

Very Bullish
Target: $110

Attractive at current levels backed by ambitious long-term revenue targets set by management, despite initial intraday weakness.

Bearish
Target: $800

Reported 92% year-over-year revenue growth and a $47.5 billion backlog, but faces extreme caution regarding valuation and massive impending share unlocks.

Bearish
Target: $150

Dropped to $115 following poor earnings, expected to offer a short-term relief bounce between $135 and $150 before potentially pulling back into the $85 zone.

Tuesday, August 4, 2026

Bullish

Reported Q2 revenue of $7.8 billion beating estimates and committed to using NVIDIA GPUs exclusively moving forward, though near-term profitability remains secondary to aggressive AI infrastructure expansion.

Very Bullish

Held as a pre-IPO asset within an IRA representing a controlled single-digit percentage of an overall portfolio, requiring navigation of tax structures and liquidity constraints.

Very Bearish
Target: $136

Experiencing a short-term relief rally toward $136 after a 53% pullback from highs, with long-term downside targets potentially reaching $85 by June of next year.

Friday, July 24, 2026

Bearish
Target: $80 to $90

Shares are down 50% from highs in a rapid downtrend driven by unlocked shares, with price potentially dropping toward the $80 to $90 zone.

Thursday, July 23, 2026

Bearish
Target: $100

Trading down around $118 with patience required to wait for further consolidation or a drop closer to $100 before building a long-term position.

Neutral

Mentioned as an experimental tokenized stock pair with Space Hood in the meme coin RWA meta.

Bearish
Target: $90

Stock price fell 49% with preferred buy zone between $80 and $90 reflecting a post-IPO retracement.

Wednesday, July 22, 2026

Very Bullish

Alphabet's equity holdings in SpaceX contributed to unrealized gains boosting GAAP EPS.

Tuesday, July 21, 2026

Very Bearish
Target: $70

Strongly bearish at current valuation; company criticized for constraining supply to inflate market cap, making it a candidate for a significant correction.

Wednesday, July 15, 2026

Bullish

Mentioned as a key hyped Pre-IPO asset driving volume and sentiment on decentralized trading platforms.

Very Bullish
Target: Biggest company in the world

Considered the gold standard of the space economy with exponential growth potential in Starlink and asteroid/lunar resource mining.

Tuesday, July 14, 2026

Bullish

Highlighted as a high-growth private company accessible to retail via crypto-based Pre-IPO perps before public listing.

Monday, July 13, 2026

Very Bearish
Target: $100

Currently facing heavy selling pressure in secondary markets; investors are advised to wait for decreased volume and a test of the $100 psychological level.

Very Bearish
Target: $135

In a free fall after losing $140 support; critical institutional support being tested at $135.

Bearish
Target: $135

Trading near a critical $135 funding floor in secondary markets; a break below could trigger institutional 'rage selling'.

Bearish
Target: $230

Experienced a significant correction and $750 billion market cap loss shortly after IPO; high valuation at 110x revenue creates volatility risk.

Friday, July 10, 2026

Very Bullish
Target: $150

Viewed as a long-term compounder with 30%+ annual revenue growth; recently completed a massive $75 billion capital raise.

Very Bullish
Target: $150/share

Viewed as a stable high-growth compounder with a $2 trillion market cap and 30%+ revenue growth.

Very Bullish

A generational wealth-building asset that rewards high-conviction, long-term holders despite early technical failures.

Thursday, July 9, 2026

Very Bearish
Target: None

Massive supply unlock of 35% in August; expected 50% to 60% drawdown from the peak due to dilution.

Wednesday, July 8, 2026

Very Bullish
Target: Double the valuation of Anthropic

Valuation is increasingly attractive due to diversified revenue from Starlink and launch services.

Bullish
Target: n/a

Analyst monitors a pair trade ratio of 2.66 shares for every 1 share of Tesla to determine entry.

Tuesday, July 7, 2026

Very Bullish

Held within the USVC portfolio as a high-growth private asset in the 'hard tech' sector.

Bullish
Target: $800

Covered short position; despite extreme valuation, likely to succeed.

Martin Shkreli
7/7/26 -2.9%
Martin ShkreliYouTube89 days ago
Bullish
Target: $216

Potential Nasdaq 100 inclusion could trigger forced buying, though post-listing profit taking is a risk.

Saturday, July 4, 2026

Very Bearish

Expresses caution regarding valuation and views a potential IPO as a signal of a market top

Thursday, July 2, 2026

Bullish

Tokenized shares were traded on-chain immediately following IPO, providing early access to investors via RWA platforms.

Discussed alongside SpaceX (SPACE)

Other assets that creators frequently mention in the same content as SpaceX.

Frequently asked

Are top creators bullish or bearish on SpaceX (SPACE) right now?

Mostly bullish. In the last 30 days, 6 insights were bullish, 0 bearish, and 6 neutral about SpaceX (SPACE) across 60 financial sources indexed on Kazuha.

Which podcasters and creators cover SpaceX (SPACE) the most?

The most active sources covering SpaceX (SPACE) on Kazuha are @notthreadguy, @investanswers, @cryptobantergroup, @amitinvesting, @theprofgpod. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about SpaceX (SPACE) are on Kazuha?

Kazuha has indexed 194 AI-extracted insights about SpaceX (SPACE) from 60 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside SpaceX (SPACE)?

Creators covering SpaceX (SPACE) most frequently also discuss BTC, NVDA, GOOGL, SOL, OPENAI. See the "Discussed alongside" section above for full asset pages.