What top creators are saying about SpaceX(SPACE)

Aerospace and AI infrastructure company

181 AI-extracted insights from 58 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 18 scored insights about SpaceX.

Bullish
avg +0.18
9 bullish1 neutral8 bearish
Investment Summary
Updated 15 hours ago
Summary of insights about SpaceX in the last 30 days

The Take

Sources are mixed on SpaceX (SPACE), balancing massive long-term growth driven by AI compute and 92% year-over-year revenue growth against steep valuation multiples, impending share unlocks, and heavy capital expenditures. (8 of 18 sources bullish or slightly bullish)

Bull Case

  • Strong Revenue and Earnings: Reported Q2 revenue of $7.8 billion beating estimates alongside a $47.5 billion backlog. (per Amit Kukreja)
  • AI Infrastructure Transition: Evolving into an AI compute powerhouse with an exclusive NVIDIA GPU partnership. (per TBPN, Amit Kukreja)
  • Market Momentum: Rebounding off recent lows as short sellers run out of capital and retail FOMO returns. (per TBPN, InvestAnswers)

Bear Case

  • Valuation and Dilution Risks: High valuation multiples, surging capital expenditures, and massive impending share unlocks present notable risks. (per The Real Eisman Playbook, Amit Kukreja)
  • Short-Term Chart Pressure: Charts remain in a bear trend following a significant pullback from highs, with potential targets dropping into the $60 to $90 range. (per Crypto Banter)

Catalysts & Targets

  • Q2 revenue reported at $7.8 billion
  • Backlog stands at $47.5 billion
  • Short-term relief bounce target between $135 and $150
  • Potential downside pullbacks targeted toward the $80 to $90 and $60 to $70 zones

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.

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 ShkreliYouTube43 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.

Monday, June 29, 2026

Very Bullish
Target: $153 share price

Strong revenue growth in cloud business; expanding into orbital AI and infrastructure; expected to acquire photonic computing firms.

Very Bullish

Considered a transformational company with an unbreachable moat; its Starlink satellite network provides critical communication infrastructure for Tesla's ecosystem.

Sunday, June 28, 2026

Bearish
Target: $160

Dominant in sector but currently in a downward trend with upcoming selling pressure from share unlocks.

Saturday, June 27, 2026

Bearish
Target: None

Valuation fluctuations have triggered a broader market sell-off; a potential IPO could signal a market top.

Friday, June 26, 2026

Bullish

Mentioned as a high-quality private equity asset being tokenized for on-chain trading, providing retail access to institutional markets.

Very Bearish
Target: 50% correction from current levels

The stock is facing a valuation reality check after a massive market cap wipeout and faces significant downside risk from upcoming lockup expirations.

Very Bullish
Target: $150

Massive appetite for tech risk and private equity exposure in the space sector.

Bullish

Available as a tokenized asset on the Backpack platform with a legal structure fungible with brokerage accounts.

Thursday, June 25, 2026

Bearish
Target: N/A

Observed stock volatility is contributing to IPO delays for other private tech firms.

Neutral

Mentioned as a proxy for large private tech entering markets, causing volatility through index inclusion trades.

Very Bullish

Recent pre-IPO trading on Solana platforms generated half a billion dollars in volume, showing high demand.

Wednesday, June 24, 2026

Very Bearish
Target: below $150

Potential retail exhaustion noted with expectations of price cutting below $150.

Bearish
Target: $66 - $90

Massive unlock events expected to create sell pressure; long-term buy zone significantly lower.

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?

Mixed. In the last 30 days, 9 insights were bullish, 8 bearish, and 1 neutral about SpaceX (SPACE) across 58 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, @cryptobantergroup, @investanswers, @amitinvesting, John Coogan & Jordi Hays. 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 181 AI-extracted insights about SpaceX (SPACE) from 58 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.