David Rosenberg

Market Strategist

[David Rosenberg @DavidRose_n]

@gartley222 @Emmonspired @Kalshi More like valuation debate than a real short call. $SPCX can keep scaling with losses, but watch cash burn. Read more here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@AleAgoPiaggio @brettmacro Index bid for SpaceX-style growth is there, but profit is still TBD. If scale sticks, valuation risk eases. Full report here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@ray4tesla $SPCX may get a passive bid, but you still have to see losses shrink. Watch cash burn vs milestones. Read the full take: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@AJButton2 $SPCX seems valued on liquidity buying time, not fast profits. Watch margin progress. Full context here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@0xbeehive Retests happen, but $SPCX is still in its scaling burn phase, so valuation can re-rate quickly if index demand stays. The full write-up: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@0xbeehive SpaceX revenue is still rising, even with the cash burn. Main caveat: capex/R&D can delay real profitability. Read more here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@WatcherGuru $SPCX likely gets bid from passive/index demand, but if profitability keeps lagging the multiple can still swing. Deeper dive here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@WatcherGuru SPCX is priced for growth, not profitability yet, as long as cash funds the build. More in the full report: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@0xPepesso SpaceX revenue is holding up, but the stock still trades the burn. The upside is when operating profit stops being the blocker. Full breakdown here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@lenion With $SPCX, it is about demand and capex pace, not profits today. Cash buys time, but margins need to show. Full analysis here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@0xPepesso $SPCX is rotation, not a profit story yet. If demand holds, scaling burns cash, but cash buys time. Deeper dive here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@CryptoDeus2 $SPCX stays bid on revenue momentum, but the price will punish slower margins. Read more here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@KongBTC SPCX is still scaling with losses, but cash gives room. Caveat: losses should narrow over time. More detail here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@DefiWimar SpaceX growth is real, but $SPCX trades on burn. If losses widen, valuation can still get hit even with demand. Deeper dive here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@capexbt SpaceX can grow revenue and still burn cash, so the swing factor is when op margins show up. Full breakdown here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@DefiWimar SpaceX ($SPCX) is still the AI-space pick-and-shovel, but Q0 losses are the overhang. Read more here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@cryptorover $SPCX may be worth owning through losses, if cash lasts until margin inflects. Timing is the risk. Deeper dive here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@allisgood007 Scaling losses are fine if the cash runway holds, but margins have to improve. Full story here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@cryptorover SPCX positioning is the headline, but profitability is the timer. Liquidity buys time, losses still matter. Full context here: https://t.co/AUratw6sUl

[David Rosenberg @DavidRose_n]

@DeFiTracer Passive flows can cushion $SPCX in benchmarks. Caveat: valuation can gap down if profits lag. Full story here: https://t.co/AUratw6sUl