What top creators are saying about SpaceX(SPX)

Raised $40 billion in debt for GPUs, backed by investment-grade status and revenue from Starlink and launch services.

Reportedly closed $40 billion in GPU-related debt and has revenue from Starlink and launches, providing independent revenue as debt-market access tightens for companies reliant on AI data centers.

Cited as an organization believed to have held Bitcoin, but the company is private and its investment prospects are not discussed.

The speaker characterizes SpaceX’s valuation as attention-driven, cites a claimed 1,900 years to match its market capitalization, and says the company is not profitable.

Reported strong results but did not sustain initial share-price gains. The discussion cited a planned $40 billion debt raise at about 8.3% and noted that $600 million of reported net income came from a valuation increase in its Boring Company stake.

SpaceX was mentioned as a personal example of an early private-company investment, not as a recommendation.

Down about 9% amid volatility, hype, and newly available shares as early investors' holdings were released; gradual dollar-cost averaging was mentioned as a possible approach.

Speakers cited strong earnings but noted that shares lost post-earnings gains, newly unlocked shares could add selling pressure, some contracts may be cancellable with 90 days' notice, and ambitious revenue projections were questioned. SpaceX is private and has no public ticker.

Mentioned as an example of a company developing advanced technology, without company-specific investment analysis.

Reported AI compute demand, revenue, and first profit support a bullish but highly speculative outlook. The $500 price target and ambitious growth projections are uncertain, with risks from share unlocks, heavy capital spending, infrastructure constraints, and competition.

A possible future IPO is speculated to create newly wealthy investors who might become receptive to Bitcoin; no investment recommendation or IPO details are provided.

The company was described as growing rapidly through Starlink subscriber growth and higher revenue per user, alongside AI infrastructure; it is privately held and has no public ticker.

The discussion raised governance and key-person concerns related to Elon Musk’s control and decisions. SpaceX is not publicly traded, and no ordinary-investor access or investment recommendation was provided.

Elon Musk said SpaceX could not find spare compute capacity, suggesting tight infrastructure supply. Comments about distributing shares to the public provided no timetable or investment terms.

Mentioned in a tentative comparison with CoreWeave; it is a private company rather than a publicly traded stock, and no investment thesis was provided.

The speaker favored dollar-cost averaging from June 12 this year to June 12 next year and holding for five to ten years, rather than trying to time short-term moves.

Referenced as an example of a rapidly growing private business, without a specific investment recommendation.

Discussed in the context of Starlink's geopolitical and operational role; no investment recommendation was made, and SpaceX is private.

The host said SpaceX had rejected the $150 level after an earlier breakout and then declined. A guest argued that launch capacity could be a competitive advantage and speculated about a Tesla merger, but no merger was established.

A possible merger with Tesla is speculative and unconfirmed. SpaceX is not publicly traded.

The discussion is bearish on SpaceX Mobile becoming a standalone national carrier, citing the need for extensive ground infrastructure, limitations of direct-to-satellite phone service, and uncertain customer demand. It acknowledges a potential supplemental role in remote areas.

A potential large IPO could expose public-market buyers to selling pressure if existing shareholders use the offering or post-lockup period to exit.

Discussed in the context of private-market valuations and potential IPOs, with caution about valuation uncertainty and weakening investor demand.

Co-engineering a “Star Mind” computer with Nvidia and developing server architecture for data centers in space and on Earth; volume production is expected next year.

Mentioned as pursuing AI ambitions and reportedly raising substantial capital to compete in AI; the discussion gives no investment recommendation, valuation, or timeline, and SpaceX is not publicly traded.

Its Distributed Inference Cloud and physical AI swarms are described as underappreciated growth opportunities that may gain investor attention in the coming year.

SpaceX was mentioned as using Grok for customer-service calls, illustrating potential operational use of AI. No financial impact was quantified.

The private company fell about 4%; the technical guest cited approximately $150 as support, with a broader range toward $130.

Starlink Mobile was discussed as a potential competitor to satellite and telecom businesses, but its impact was uncertain; a proposed Tesla merger was speculation, not a confirmed deal.

The speaker questioned the economics of space businesses and said SpaceX appeared to be diversifying into AI and telecom.

A potential unlock of about 2 billion shares could increase selling pressure. Preliminary financing plans for NVIDIA chip purchases and ambitious chip-manufacturing plans raise debt, execution, and financing questions.

A speaker said SpaceX had a $2 trillion market capitalization and was hard to bet against Elon Musk; it is private and no public ticker was identified.

Signed a reported $6.3 billion compute deal with Reflection AI, linking it to AI infrastructure demand; the deal’s structure, profitability, and materiality are not detailed.

The host described SpaceX as having a $2 trillion market capitalization and said it was difficult to bet against Elon Musk, but gave no financial analysis; the company is private.

Mentioned as part of FTX's former investment portfolio in a retrospective comparison of its potential value; no current investment analysis was offered.

The discussion cited a $2 trillion valuation and an IPO price that had held, reflecting investor enthusiasm rather than a detailed valuation assessment. Increased launch capacity could benefit space-based businesses.

Ben said he owned SpaceX and discussed a possible post-market-debut pattern of an initial rise followed by a decline and potentially more reasonable entry point. No firm timeline, price, or valuation was provided.

SpaceX was cited as an example of investors adding money during dips and potentially supporting its valuation. It is private, and no public ticker or specific investment recommendation was provided.

Discussed as a potential launch provider for space-based data centers. The thesis is speculative, orbital AI hardware remains unproven, and SpaceX is not publicly traded.

SpaceX was reported to hold Bitcoin alongside Tesla, but its individual position was not specified. A successful Starship launch did not appear to lift the market that day.

Used as an example of a private-company share that could potentially be represented by a token; this was not an endorsement or a claim that such a token is available.

Mentioned as a participant in the broader AI investment race, without a separate investment thesis; it is privately held.

Mentioned only as a possible alternative destination for attention and money. No investment thesis, valuation, or IPO details were provided.

SpaceX was mentioned as available on a trading platform, but no investment analysis or view was provided.

Experienced a blow-off top; analysts suggest waiting for a base to form near IPO price levels before entering.

Successfully launched the largest IPO ever to advance human space exploration missions.