Stock Detail
$SPCX
Industrials · 32 tracked mentions in the last 90 days across 14 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
2 creators lean undervalued while 7 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on SPCX.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: drawdown discount
It's at 148 right now. If it acts like the snowflake IPO, it'll go down to 110. If it's like Meta's IPO, it'll go down to 68. If it's like Robinhood, it'll go down to 30.
Explicit claim • strong conviction • basis: multiple relative
SpaceX is valued at almost 100 times revenue while Nasdaq trades at 20X and it still loses nearly five billion a year. Morning star pegs it at a 780 billion valuation, half the IPO price.
Implied claim • strong conviction • basis: market mispricing
Why right in the middle of this massive price drop have company insiders bought a staggering 3.49 billion net shares over the last 90 days? ... The broader market is selling, but the people inside the building, the ones who actually see the books, are quietly spending billions to just back up the truck and buy everything they can.
Explicit claim • strong conviction • basis: multiple relative
The company reported a $4.27 billion loss last quarter, a 700% YoY increase, at a valuation of 90x sales. This valuation is significantly higher than Amazon's IPO valuation (28x sales) with much lower revenue growth.
Mention History
Latest mentions across all history
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