Why Wall Street Has Never Seen A Company Like SpaceX

Love or hate him, Musk is awesome.

Let's look at his "Grok AI". I was so excited when I saw it in the spring that I subscribed for a year. The tool for generating video backgrounds was great, with limits of 50 videos every 2 hours. Then in mid-May they suddenly changed the terms, and now it’s down to only 18 videos per day. I paid for one thing and got something completely different. I don’t think I can trust Musk’s initiatives anymore. You can’t move the goalposts like that after people have already bought in. That alone should tell investors something — assuming they have any common sense.

why? cnbc has never seen any business fall from such heights

Sounds like an advertisement 😂

Easy answer. Because there was never a fraud as big as Musk. Next question.

Stating that Spacex is indispensible to America's space program is so disrespectful to Nasa! Didnt Elon try to cut spending on Nasa through his stupid DOGE initiative? Spacex has clearly stated its main revenue is going to come from AI and not space!

Finally, a rational discussion that isn’t click bait or foolishly over simplified or lacking fundamental differences between SpaceX and what people tend to think of when they think of a company.

One of the presenters shoe laces was undone…….couldn’t concentrate on the video after seeing that a couple of times!! 😂

CNBC sell SPACE living the shot outta ah!!

I'm a willing slave to Elon.

Who is the "market"? The retail investor and the pension funds and other institutional investors they all think SpaceX should be valued below Morningstar's valuation of 700B. SpaceX's S1 filing says >80% of its valuation is for future X-AI growth. Of the 1/2 dozen foundation LLM's Grok's is the worst. What will save SpaceX is the ability of major investment banks to manipulate the stock long enough for it to be included in the indexes that will force buying by the index funds. But after buying spree is over it will lose, over a year 90% of its value. But that's OK, the early investors will have cashed out, leaving the rest of us with picking up the garbage. The question is will the three IPO, Anthropic and Open AI, as well as the ~80B stock sales by Google, Meta and other bit tech firms cause a
global depression.

AI data centers in space has zero electricity cost. SpaceX has so much more room to grow. Example, laser satellites to shoot down nuclear weapons.

How is Solar City doing these days? Any update on the solar roof tiles Elon demonstrated all those years ago?

For people believing in crypto, Spcx is GIC 😂

Wall Street has seen a company like SpaceX, it was called Enron.

So SpaceX backed by Uncle Sam will become the next US postal service. All is well like Medicare/Social Security.

Gonna be some fan boys losing their shirts on market orders

Общая капитализация всех 5 компаний связанных с оборонкой, которые вы упомянули, составляет ~$600 млрд. Выручка ~$300 млрд, прибыль ~$20 мрлд. Так все-таки - почему убыточный стартап с P/S ratio ~100 Маска стоит ~2$ трлн? И почему оценка этой компании изменилась за год в ~10 раз?
Deirdre Bosa, при всем уважение к вам - вы не раскрыли тему и в целом плохо подготовили материал. Кстати прелестные кеды - в кроссовках, правда, вам было бы удобнее ходить.

There is no fair valuation for monopoly

Its a scam

Bitcooneeect.....😂

SpaceX is already a strategic launch provider, no one can do what SpaceX does for manned, NRO & Space Force payloads.

Some media analysts were similarly rosy towards AOL Time Warner.

SpaceX Stock Prices To D Cosmos & Beyond ? We will c..

Giving cybertruck vibes 😂

Starship is about as big as the ISS, costs about $90 million and can stay in orbit a year with crew for $3-4 billion with current infrastructure. A mass production factory is well on its way to being finished for transport docked to take finished vehicles from Texas to their 3rd launch pad in Florida. Last few launches, since the last booster catch, have been intentionally experimental and torturous to refine the finished product. Future is knocking on the door.

Space X registered as A.i. company not space technology. Additionally, the private investors will be the winners and you, retail investors, are the losers if you invest in Space X.

Girl talking out of high school.

Let’s just face it, this is not a investment, it’s a fugazi

thx dee!

Wall Street never saw a company like this because the USA has went full Techno-Fascist. The government sees it as a way to increase their mass surveillance, control the free flow of information and as a way to force state narratives.

Can you imagine Covid if the Democrats could just lean on AI to "educated" everyone properly? Or if Trump could force non stop narratives about Iran and China?

The United States government is the only reason spaceX exists to this day they should just take it since they paid for it.

Tired: Tesla is a tech company
Wired: SpaceX is not about rockets

Way too much hype.. NASA has used other companies to launch into orbit..😂 so has the government.

Stuff SpaceX up your a$$ 😂

Surprisingly impressive coverage, I must give CNBC credit on this one. I expected a hit piece.