SpaceX's own S-1 document literally spells out total failure for the company They think that Space (what the company was founded on...) is only a 370B total market OK, you might think, they want to sell connectivity and wifi and stuff. No. They think that's worth $2 trillion roughly. They think that the market for "enterprise AI solutions" is a $22 TRILLION market. That's what they are focused on.I don't think investors have any fucking idea what they just bought. Space is just the brand, the reality is that SpaceXAI wants to be a fucking data center company like Oracle.
it's actually so fucking tragic when spaceX the space exploration company says that space exploration is a waste of time with no future
also most people in the west have no need for starlink because we have faster internetsame with starling mobil. it's not beating tower coverage which is also in every city
>>62362406also chinese cars are cheaperWeird how everything that jew sells is just trying to jack up costs and drive down wages for americans huh
As is SpaceX has a TAM of $28.5t, and said TAM commanded a $1.8t market cap at $135 a share. TAM to market cap conversion results in a value that comes out to somewhere between 6-7%. If however SpaceX IPO'd with only the Space and Connectivity segments, TAM would be $1.98t. Pessimistically assume that this TAM commands a 7% conversion into market cap. That results in an IPO market cap of $138.6b at $10.395 a share or rounded up $10.40 a share. If SpaceX was solely the Space and Connectivity segments and IPO'd at $10.40 a share, then I'd have been far more confident in buying in and holding.
>>62362383I think I've said this before on this board, but Space X is not a space rockets and travel company. It's part of a delivery system for getting the satellites and data infrastructure necessary for universal human slavery up and running. The goal isn't for you to get to mars, it's to keep you trapped here, stripped of your own will, and turned into the perfect cog.
>>62362496Thats a take. Id just call it vaporware that can go on for decades because its dudespacelmao. Though it is true if the ai bubble pops, the governmnt will scoop up all the datacenters for pennies just to let palantir use them and also make a unique dead internet matrix for everyone.
>>62362525A paranoid and neurotic message on 4chan, unbelievable!
nobody cares, go preach this on reddit which will still have no effect since the real money that holds the stock price up doesn't care about your shallow analysis, when will you retards understand you are just treading water when it comes to people like musk
>>62362383Terafab