SpaceX's earnings are nothing phenomenal against its $2 trillion valuation. Its P/E is 2,000 and P/S is 170, with $4.4 billion in profits after losing that much in Q1 2026; another $2 trillion company makes $50-60 billion in net profit. x.com 

SpaceX is not a buy yet because its valuation is sky-high at about 64.5 times annualized sales. Per the quoted post, investing in many companies with such multiples, like Snowflake, Palantir and DJT, has historically led to poor performance, so valuation metrics matter even for innovative companies. x.com 

SpaceX's projected growth is challenging the earlier overvaluation case, though the reassessment is still in progress. A VJN.ai chart projects revenue 273.3% higher by Q4 2027, even as the company is valued at $2 trillion. x.com  x.com 

SpaceX's $2T valuation may price in orbital data centers that remain a distant vision. Its operating business is essentially a scaled neocloud and internet provider, raising the question of whether current operations justify that valuation. x.com 

SpaceX is a $3T company doing only $18.7B of revenue with a negative profit margin, which even a brilliant IPO cannot justify. A tiny float, forced index and ETF buying, 4x oversubscription and a staggered lock-up created the demand, but this will not end well; it is not interesting anywhere above $100, and even profitability would not warrant $3T. Per a post the author replies to, staggered lock-up releases could free up to 65% of insider stock between late August and October. x.com  x.com  x.com  … Show more

SpaceX will be a $10 trillion company, so a roughly $2 trillion entry is not particularly expensive given where it will be in the 2030s. Per @ZaStocks, it just launched Google's TPUs into space, validating space data centers, and flew three missions in under 13 hours while landing four boosters, both firsts. x.com  x.com 

SpaceX's $2.2 trillion valuation is hard to justify next to Amazon's $2.7 trillion. SpaceX has $23 billion of revenue and is losing money, while Amazon has $775 billion and is printing cash with improving margins. Claims that SpaceX has a faster path to $1.5 trillion in revenue have no chance. x.com  x.com  x.com 

Stocks with very high price-to-sales ratios, such as SpaceX, Snowflake, Palantir and Trump Media, are worth avoiding because higher price-to-sales has historically led to lower returns. Their annualized ratios are about 64.5, 20, 56.5 and 400. Growth investors are better served by Micron over SpaceX, Salesforce over Trump Media, Nvidia over Palantir and Alphabet over Snowflake. These companies' innovation is impressive, but valuation matters. x.com  x.com 

SpaceX's strong earnings give its bullish setup fresh fundamental support. Revenue of $14.58 billion, adjusted EBITDA of $8.81 billion and operating income of $2.79 billion beat expectations, as did connectivity and space revenue; 35 launches and mass to orbit fell short. The shares are also pushing through a cup-and-handle breakout. x.com  x.com 

SpaceX at a $3 trillion market cap is the most expensive large-cap stock ever. That valuation makes it the world's fourth most valuable company. x.com