What top creators are saying about SpaceX(SPCX)

A quoted post expects Q4 revenue to be roughly 70% above Q3 and $2 billion above Wall Street estimates.

The speaker describes SpaceX favorably as an inexpensive name associated with NeoCloud revenue and says its data centers are in Tennessee rather than Texas. The transcript does not establish public-market availability.

Piper Sandler said a potential merger with Tesla is more likely than not.

Signed a $40B GPU financing commitment, with deliveries and lease payments expected to begin in H1 2027.

The speaker sees SpaceX as potentially attractive versus neocloud peers if rapid AI and cloud growth meets the cited ARR scenarios, while warning of volatility, share unlocks, political risk, accident risk, and a possible Tesla acquisition.

Reportedly pursuing a $40 billion debt package at rates around 7.75%–8.3%, with access to at least 80,000 U.S. cell tower sites.

The host called SpaceX cheap and saw a possible disconnect between its strong earnings and its falling price. Its private status limits direct access for public-market investors.

Reported Q3 2026 revenue of $14.6 billion, up 161% year over year, and net income of $4.4 billion. Its CEO outlined potential AI compute capacity of 13 GW or more by the end of next year.

Reported Q3 2026 revenue of $14.6B, EPS of $0.35, net income of $4.4B, and adjusted EBITDA of $8.8B. Its datacenter business was reportedly net profitable with 1.7 GW of capacity online, though it recorded a $1.2B stock-based compensation charge.

Elon reportedly said he is ready to give every American child one share, valued at $10 billion at current prices.

Listed among companies associated with the market rally; the post provides no specific company-level investment analysis.

Shares rose about 7.6% to roughly $171.09 after Elon Musk confirmed early-stage discussions with TSMC; Morgan Stanley reiterated an Overweight rating and a $300 price target.

Viewed as a formidable competitor posing operational risk to AST SpaceMobile.

Mentioned as part of tokenized-stock pairings acting as a narrative catalyst.

Saudi investment fund purchased 154 million shares valued at $25 billion (representing 65% of the fund) as a long-term position in AI infrastructure.

Showed a negative daily return of -3.75%.

Chart described as bad with 11 of 12 red candles. Not a buy until reclaims $135. Downtrend remains intact below that level.

The asset is currently trading at $126 and is expected to continue trading below its $135 IPO price over the next 12 months.

Predicted to recover from a 28% decline due to strong investment narratives and leadership, reversing from the $138.60 price point.

The author is betting the price will be above $160 by July 3rd using on-chain options.

Raymond James initiated coverage with a Strong Buy rating.

Addition to the NASDAQ-100 Index is expected to drive significant institutional capital inflow with price targets ranging from $230 to $800.

Will join the Nasdaq 100 with an initial 1% weighting

Mentioned as a primary competitor with full-stack capabilities that Rocket Lab aims to emulate.

Potential for daily and 0DTE options contracts via tokenized assets on Hypercall.

Hypothetical valuation based on potential 100GW+ orbital data center segment representing 50% of future EBITDA.

Signed a $6.3B compute deal with Reflection AI for Nvidia chips; seeing high options volume.

Signed a $6.3 billion compute deal with Reflection to provide access to Nvidia GB300s, generating $150 million in monthly revenue.

Currently overvalued and speculative; expected to drop below its IPO price within the next 12 months as shares unlock and hype diminishes.

Retail demand surged to match major tech peers; high options activity noted

Retail sentiment has surged, with purchasing volume in the last three days equaling several major tech stocks and ETFs combined.

Shares fell 5% after a 40% post-IPO rally; the author views this correction as a healthy alternative to overvaluation.

Identified as a key pre-IPO asset market expanding on the Hyperliquid platform.

Announced $60 billion acquisition of Anysphere ahead of IPO.

Author questions if the current $2.6 trillion valuation is excessive.

Austin Lieberman predicts the asset will likely drop below its IPO price of $135 within the next 12 months, challenging claims that the price would never be seen again.

Low circulating supply of 4.2% with a performance-based unlock of 5.3% scheduled for July 20th contingent on price stability.

Offered via pre-IPO markets on the Hyperliquid platform.

The asset saw a significant daily increase of 19.56% with a bullish outlook targeting a $3 trillion valuation.

Significant price increase and high trading volume with ambitious long-term revenue projections and upcoming options trading.

High demand for the $1.75T IPO with tokenized equity available on Solana allowing 24/7 price discovery and global access.

Trading at a high 110x sales valuation with concerns over Starlink commoditization and accounting transparency regarding XAI.

Bullish sentiment surrounding the company's developments.

Valuation could reach $30 to $50 trillion within 5 years driven by Starship cost reductions and orbital economy expansion.

Significant cost leadership and market dominance in satellite launches, though low float may cause high volatility.

Historic liquidity event with high volatility; revenue expected to triple via Starlink and AI compute deals.

Neutral/Volatile outlook; analyst suggests range trading between $158 and $178 rather than long-term holding due to high valuation.

Significant trading volume and open interest on pre-IPO perpetual contracts indicate strong market demand and price discovery ahead of its Nasdaq listing.

Historic IPO launch on NASDAQ and Solana; enables 24/7 price discovery and cross-platform portability between DeFi and traditional brokerages.

High valuation at 50-60x sales and IPO hype suggest waiting for a pullback or technical failure for a better entry point.