Who’s buying the $SPCX dip? 🙋🏻♂️
SpaceX is hovering around a ~$2.3 trillion valuation, and while that sounds massive to most people, I still think many are missing the bigger picture.
If SpaceX ultimately fulfills its mission, scales Starlink globally, makes Starship fully reusable, builds out a Mars economy, expands AI infrastructure, and becomes the backbone of transportation both on Earth and beyond, today’s valuation will look small in hindsight.
A $100 trillion company sounds crazy… then again, so did an electric car company becoming one of the most valuable businesses in the world. So did reusable rockets. So did landing orbital boosters. So did global satellite internet.
From $2.3 trillion to $100 trillion would be roughly a 43x return. Not saying it’s guaranteed - far from it. The execution required would be enormous. But if anyone has a track record of turning “impossible” into reality, it’s Elon and the team at SpaceX.
That’s why I don’t spend much time worrying about short-term price swings, I just take advantage of it. The real question is simple:
If SpaceX succeeds in accomplishing what it says it’s trying to accomplish, what is that future worth?
That’s the bet.
SpaceX looked at the satellite industry and selected “bulk order.”
They’ve already launched more satellites than the rest of humanity combined.
But Elon’s basically saying:
“Cute chart. Wait five years.”
The gap is likely to stretch to around 5x.
Not 5% more.
5x.
Let that sink in.
@SpaceX@Starlink / Writer: Annette, Designer: Janné
SpaceX’s first three trading days since IPO has been wild.
• $SPCX IPO price at $135 per share
• Day 1 (6/12): $160.95 (+19.22%)
• Day 2 (6/15): $192.50 (+19.59%)
• Day 3 (6/16): $201.80 (+4.83%)
This is a +49.48% return since IPO… the first three days are in the books!
@elonmusk@ToscaMusk Absolutely 100% will do! Specially, if you’re an investor in SpaceX 🚀 ♥️♥️♥️♥️ I took the plunge to the stars🌠 and beyond !!!! we got you Elon 😉