r/SpaceXBets

SpaceX’s $2.32 Trillion valuation requires scaling annual top-line revenue from $18.67 Billion to $309.32 Billion—a $290.65 Billion gap—to deliver $77.33 Billion in net profit at a standard 30x P/E multiple.

- Starlink: Consumer broadband caps around 35–50 million rural households due to $92/month prices and urban fiber dominance. There’s some room to grow but nowhere near enough here

- Commercial Launch: Global non-internal launch demand generates under 100 payloads annually, making the ~700–1,000 yearly commercial flights required to hit target launch revenue impossible.

- AI Compute Infrastructure: strictly constrained by the 4-to-7-year backlog in power grid interconnects needed to bring 2.7 Gigawatts of operational data center capacity online. The maximum recurring annual revenue the global ecosystem can structurally afford to pay third-party AI compute landlords is hard-capped at ~$80B to $100B per year.

- Starshield Defense: Growth is limited by defense procurement budget caps, requiring SpaceX to capture more than 100% of current U.S. military space hardware spending to hit targets.

This is why their Hail Mary is orbital data center: a brand-new business with unknown growth potential.

4 days 16% up, yeah today a 7% out of nowhere after last friday. This stock is stupid as fuck. If this doenst rip at least 5-8% till next week this is not an stock to invest at all. This stocks trades so much above its valuation and financials it is mind-blowing.

Can sb. elaborate to explain what happened today beyond "dont short Musk". I truly want to understand what moved them to rally even harder today. We have so many share unlocks coming, the next earnings .... This stock didnt even had one proper drop the last weeks.

No dr would risk his/her medical license by prescribing his fat ass glp1s. You know he has to have tried. Bro does not like exercise