Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +SpaceX can build coherent AI compute infrastructure far faster than competitors, with a 20-week facility build time and 220,000 GPUs connected repeatedly.
- +Compute demand is parabolic while supply is constrained, giving SpaceX pricing power and potential to earn $50-60 billion per gigawatt.
- +The compute business alone could justify a share price of $825 (base case) to nearly $4,000 (bull case) by 2031.
- +SpaceX has locked up 30-40% of Nvidia's Vera Rubin allocation and can achieve full ROI on data centers in 9-12 months.
- +He turned bullish on SpaceX around $132 and has bought more at roughly $135, citing a support line near $132-135.
- +He owns SpaceX from a $350 billion valuation and added more on the dip.
- +SpaceX's reusable rockets, Starlink, and direct-to-cell technology are best-in-class.
- +A Tesla-SpaceX merger would ultimately funnel everything into SpaceX, giving Elon control.
The bear case
- −SpaceX stock remains extremely overvalued with a simple valuation ratio around 60.
- −Investors should set an SVR target and wait rather than rush to buy.
What StockTubers recently said
📹 Elon Says $100T Is LOW: How SPCX Compute Could Break Every Model 🚀
SpaceX can build coherent AI compute infrastructure far faster than competitors, with a 20-week facility build time and 220,000 GPUs connected repeatedly. · Compute demand is parabolic while supply is constrained, giving SpaceX pricing power and potential to earn $50-60 billion per gigawatt. · The compute business alone could justify a share price of $825 (base case) to nearly $4,000 (bull case) by 2031. · SpaceX has locked up 30-40% of Nvidia's Vera Rubin allocation and can achieve full ROI on data centers in 9-12 months.
📹 The Nanalyze Verdict: 11 New Space Stocks
SpaceX stock remains extremely overvalued with a simple valuation ratio around 60. · Investors should set an SVR target and wait rather than rush to buy.
📹 Holy Sh*t Elon Musk's Roadster Reveal [Tesla SpaceX Stock]
He turned bullish on SpaceX around $132 and has bought more at roughly $135, citing a support line near $132-135. · He owns SpaceX from a $350 billion valuation and added more on the dip. · SpaceX's reusable rockets, Starlink, and direct-to-cell technology are best-in-class. · A Tesla-SpaceX merger would ultimately funnel everything into SpaceX, giving Elon control.
