Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
Nothing notable in the past 7 days.
The bear case
- −Selling for ~116x sales with negative $14B free cash flow and negative $5B net income, far more expensive than Tesla's 13x sales.
- −Not enough historical data to evaluate; the future is highly uncertain, so investors need a large margin of safety.
What StockTubers recently said
📹 Tesla SpaceX Merger: Elon’s Secret $4,000,000,000,000 Move
Selling for ~116x sales with negative $14B free cash flow and negative $5B net income, far more expensive than Tesla's 13x sales. · Not enough historical data to evaluate; the future is highly uncertain, so investors need a large margin of safety.
📹 This Stock Is Undervalued
Respects the business, especially Starlink connectivity, but sees opportunity cost at a ~$2.5T market cap versus only ~$40-50B revenue. · Prefers putting dollars into Amazon, which trades at a similar valuation but generates far more revenue including AWS. · Expects earnings commentary to focus on Starlink deals and xAI growth rather than valuation multiples.
📹 18 Stocks, ONE Could be the Next Nvidia
SpaceX could be a good long-term investment, but its valuation and remaining share lockups make it better to wait. · The stock may struggle for at least another month as lockup expirations come off.