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Why $TSLA > $SPCX Technical The technical reason is that $TSLA has been consolidating for 5 years now while $SPCX has had that massive run up pre-IPO. Retails do not see it but at the beginning of 2025, $SPCX had private valuation of $350B. Just 1.5 years later it's worth 2.06T. In other words, $SPCX has 5.7x in the past 1.5 years. Fundamental wise, consolidation correspond to the fact it takes 3-5 years for engineering projects to show up on the balance sheet and even longer for ambitious projects. The catalyst are TSLA and SPCX are engineering break throughs. SPCX is priced in as if Starship was successful but will need to wait 5-15 years before SpaceDCs are economic at scale. SpaceDCs are harder than FSD. Fundamental While SPCX is doing SpaceDCs, TSLA is working on it's Terafab. Semiconductors wafer capacity is no less valuable than power in space, yet TSLA trades at 1.19B which 57% of SPCX. This is not to mention TSLA also owns multiple large projects in FSD and Optimus at the AI application level. Thus we have TSLA at the AI hardware and AI infrastructure level. Meanwhile SpaceX is at looking at Orbital DCs inclusive of GPUs cost 160-180B per GW compared to Earth DCs cost 40-60B per GW per BOA (1). This means that there is a long way to scale for SpaceDCs. FSD will be very profitable as I know the amount of compute to train it is actually far lower than OpenAI/Anthropic. FSD is very close to scaling in 2027/2028.