SpaceX

The host considers SpaceX his strongest long-term opportunity because scarce compute, existing construction and eventual orbital data centers could generate extraordinary earnings. He simultaneously pauses new purchases amid political uncertainty and acknowledges that his prior short-term expectations were wrong.

The host regards SpaceX as his strongest buy and considers its selloff unjustified. He argues that existing data-center development, secured capacity and future satellite infrastructure position it for substantial profit growth despite political restrictions.

The host presents SpaceX as potentially the market's most undervalued stock, citing its capacity expansion and low valuation relative to projected earnings. His operational scenario anticipates substantial capacity additions in 2027 and more than $450 billion in revenue, although these figures are business forecasts rather than share-price targets.

The host considers SpaceX exceptionally undervalued because its vertically integrated infrastructure capabilities could let it expand AI compute while rivals encounter power and construction bottlenecks. He endorses buying and maintaining long-term exposure, while recognizing election and Starship execution risks.

The host sees SpaceX as deeply undervalued because of its AI infrastructure expansion and projected earnings power. He remains invested with slight leverage but acknowledges merger-related pressure, election risk and uncertainty about the immediate rally.

Host argues SpaceX's capital efficiency and six-month data-center payback period are massively underestimated by the market, citing huge capex buildouts (macro hard, mini hard, spam, gun range) reaching roughly 3GW by year end. He believes this translates into a $150B revenue run-rate and views SpaceX as deeply undervalued at a forward P/E near 7-8x, expecting the stock to rise several multiples over the next one to two years.

The speaker attributes SpaceX's weakness to temporary selling pressure from unlocked shares, with sellers concentrated around $145–$150. He expects a sharp rally once that selling subsides, cites projected revenue as fundamental support, and forecasts both a recovery to $170–$180 and a potential threefold or fourfold share-price increase.

The host considers SpaceX ridiculously undervalued after strong earnings and a subsequent selloff. He expects medium-term appreciation while acknowledging a recent unlock and the assumptions needed to value future disruption.

The host calls SpaceX his strongest tactical opportunity, arguing that exceptional earnings are being obscured by temporary unlock-related selling. He also expects large multiyear returns from terrestrial compute expansion and eventual orbital AI.

The host believes SpaceX shares are temporarily suppressed by mechanical selling after large unlocks and expects a sharp rebound once that supply clears. He anticipates near-term outperformance versus Tesla and a longer-term tripling supported by terrestrial compute earnings and orbital AI potential.

The host expects SpaceX to rally substantially as analysts recognize the investment implications of its compute expansion. He recommends buying and adding, forecasts $300 soon, and endorses substantial five-year returns.

The speaker considers SpaceX exceptionally undervalued if its earnings projections materialize and explicitly endorses a strongly bullish investment stance. His argument uses a hypothetical $2 trillion valuation and projected $200 billion in earnings at the end of 2027 to imply a forward earnings multiple of approximately 10.

The host expects AI compute infrastructure and eventual orbital computing to support exceptional long-term SpaceX investment returns. He combines that conviction with bullish short puts between unlocks and brief bearish trades around mechanical share selling.

The host expects unlock-related selling to depress SpaceX shares over the coming days and again around the larger late-October or November unlock. He remains strongly bullish over the longer term, endorses a $300 valuation outlook, and plans to transition from tactical shorts to buying.

The host favors bearish exposure ahead of the December employee unlock, citing supply pressure, deteriorating technicals, expensive valuation and financing needs. He also endorses a possible bullish trade immediately after the unlock and intends to buy for the long term after the lockups finish.

The host endorses SpaceX for the long term because of reported profitability, AI expansion and Starlink growth, while highlighting heavy spending, dilution and customer concentration. He avoids entering ahead of the remaining lockup releases, intends to begin dollar-cost averaging after December's release has settled, and offers bullish and bearish breakout conditions.

Stock Moe frames SPCX as caught between a potential short squeeze and a looming supply flood from the August 6 share unlock. He is bullish on the underlying business execution (Starship, Starlink) but cautious on near-term price action due to dilution risk, cash burn, and falling Starlink revenue per user.

The host is strongly bullish on SpaceX ahead of index inclusion, citing mandatory ETF purchases, technical momentum and limited selling. His outlook reverses after those purchases conclude, and he anticipates further downside if additional shares unlock following August earnings.

The host expects a further short-term rally after the IPO and sees another upside opportunity from prospective index inclusion. He anticipates substantial selling pressure around August lockup releases, while arguing that reusable launches and space-based computing create major long-term business opportunities.

Kirk rejects an anticipated sub-$100 SpaceX entry price and expects the stock eventually to rise as infrastructure expansion produces substantial profits. He also includes SpaceX in his expectation of a V-shaped recovery from the sell-off.

Kirk argues that SpaceX's decline overlooks its satellite business, AI infrastructure optionality and new commercial announcements. He expects eventual stock recovery and separately suggests a substantial increase once unlock pressure passes and fourth-quarter results arrive.

Kirk describes SpaceX as the most undervalued company he has seen, arguing that unusually rapid infrastructure growth supports a much stronger investment valuation. Gibbs directly disagrees, viewing the current valuation as requiring further proof of profitability.

The host describes SpaceX as unusually undervalued and expects its terrestrial data centers alone to create substantial wealth for shareholders. Satellite mobile service and potential semiconductor partnerships add operational upside, although acquisition reports remain uncertain.

Kirk regards SpaceX shares near the quoted $139 level as deeply undervalued, arguing they should already trade around $180 to $220 and could return tenfold in a year. He expects terrestrial data centers to generate enormous revenue, with orbital compute providing additional upside.

George believes SpaceX is 'sitting on a coil spring' for a short-to-medium-term rally following a post-earnings pullback to around its IPO price, driven by rapid compute buildout and very strong earnings. He has added to his position via leaps despite normally being a conservative investor, calling this a rare high-conviction opportunity.

The host expects data centers and Grok to generate enormous profits and support SpaceX investment upside comparable to Tesla's by approximately 2030. He explicitly extends his bullish valuation scenario to SpaceX but cannot calculate a per-share target because he does not know its share count.

Kirk endorses the proposed opportunity for SpaceX to supply powered data centers to competitors with unused chips, potentially supporting enormous revenue growth. He closes with an explicit desire to sell a property and invest the proceeds in SpaceX shares at the quoted current price of 135.

The host considers SpaceX's current share price unusually attractive and expects it to be substantially higher. He endorses Grockbot adoption and enterprise compute demand as business drivers, while the detailed adoption and gigawatt forecasts remain operational projections rather than additional stock predictions.

SpaceX is described as worth two and a half times its current value. The speaker cites an analysis of earnings over the next several years as support, without setting a deadline for the stock to reach that valuation.

The host treats SpaceX's election-related decline as an opportunity and states a continuing approach of buying amid fear. He argues that defense relevance, approved projects and executive protections limit lasting political damage.

The host explicitly agrees with the suggestion that SpaceX could reach $1,000 sooner, while the conversation presents rapid AI infrastructure expansion as the mechanism for substantial earnings growth and valuation increases. A separate speaker also illustrates a roughly $1,500 share valuation under a trillion-dollar revenue scenario, but the transcript does not show a subsequent explicit host endorsement of that distinct target.

The host says he is continuing to buy SpaceX with fresh funds while retaining his large Tesla position. He expects SpaceX to grow quickly, although he thinks Tesla may command stronger multiples and outperform it in the short term before orbital computing develops.

The guest expects SpaceX's eventual S&P 500 inclusion to produce a stock uplift even larger than Tesla's 70% jump after its 2022 inclusion, given SpaceX's much bigger market cap, and believes SpaceX's long-term returns will exceed Tesla's.

The host expects SpaceX's valuation to rise substantially as its compute business expands. He endorses management's operational outlook and argues that constrained supply and strong demand could make the revenue guidance conservative.

The host considers SpaceX fairly valued or cheap and expresses a current desire to acquire more shares. His valuation model produces a $320 share price by the end of 2027, which he describes as approximately a 100% return.

The host sees SpaceX as undervalued around a $2 trillion market capitalization following its earnings release and expects substantial valuation growth. He plans additional purchases, emphasizing AI compute monetization, strong connectivity growth and the balance sheet while distinguishing annualized revenue projections from realized annual revenue.

Kevin endorses the investment value of Tesla and SpaceX together if the acquisition proceeds. His preference for Tesla reflects the anticipated acquisition premium rather than an expectation that SpaceX shares will fall.

Kevin identifies SpaceX shares near the discussed $132 technical line as a buying opportunity. He also argues that a combined Tesla–SpaceX entity would be reasonably valued if the proposed acquisition proceeds, while dismissing fears that Texas politics will prevent its data centers from being built.

The host endorses SpaceX exposure within his AI portfolio. He also anticipates enormous borrowing needs to fund its infrastructure ambitions.

Kevin includes SpaceX in his favorable AI investment basket. He simultaneously emphasizes the scale of its prospective borrowing needs.

Kevin identifies approximately 132–133 as a floor for SpaceX shares. He also argues that an investment-grade credit rating gives SpaceX a financing advantage over Anthropic.

Kevin includes SpaceX in the group of AI-related investments he is bullish on and has been buying. He also places it among the companies supporting AI infrastructure demand and discusses Tesla as another route to exposure.

Kevin includes SpaceX among AI-related investments he has been excited about and buying. Most of the detailed discussion concerns chip financing and leases, which support his broader liquidity thesis without establishing separate share-price targets.

The host considers SpaceX inexpensive at roughly one PEG and explicitly maintains his bullish investment stance without selling shares. He emphasizes compute revenue growth and customer prepayments, while recognizing substantial financing needs and temporary contributions to earnings.

The host ranks SpaceX as his second-favorite 'stock to chase' into year-end, just behind Tesla, though with less conviction and detail than his Tesla call.

The host expects SpaceX shares to perform well over time, citing strong earnings and capital efficiency. He cautions that the stock may need time to work through its post-IPO hangover.

The host describes SpaceX's earnings as a broad operational beat and thinks the recent decline may already reflect the impending share unlock. He sees a possible renewed rally around that event and believes the results could calm concerns about the AI trade.

The host views SpaceX as apparently underpriced because its compute business and infrastructure advantages may justify more than its current valuation. He supports its competitive position and expanding AI demand, but the numerical stock-return forecasts come from the guest or an outside investor rather than an explicitly adopted host target.

The host explicitly calls the new compute disclosures very bullish for SpaceX investors. His thesis centers on rapid infrastructure deployment, rental revenue funding capital investment, and eventual reuse of compute for proprietary AI products and orbital infrastructure.

The host expects short-term investment pain followed by long-term gains for SpaceX. He argues that resistance to data-center development will push customers toward SpaceX's infrastructure and strengthen the economics of orbital compute.