Meta Platforms is mentioned as a benchmark for valuation comparison, trading at a significantly lower price-to-sales ratio than SpaceX.
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The creator discusses the potential SpaceX IPO, highlighting concerns about its extremely high valuation (2...
Mo InvestsJun 3, 2026
The creator discusses the potential SpaceX IPO, highlighting concerns about its extremely high valuation (2 trillion market cap) compared to its revenue and profitability. They note that despite being a great company, the valuation is 'insane' and significantly higher than established tech giants like Meta and Amazon on a price-to-sales basis. The creator also points out that SpaceX is projected to have a significant net loss in 2025, with Starlink being the only profitable segment. They express caution due to the high retail allocation in the IPO and the upcoming insider lockup expiration, suggesting they would only consider buying after a significant pullback.
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Amazon is mentioned as a benchmark for valuation comparison, trading at a significantly lower price-to-sales ratio than SpaceX.
NVIDIA is mentioned as a benchmark for valuation comparison, trading at a significantly lower price-to-sales ratio than SpaceX.
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