Mohamed Adany
@mohadany • 11,175 subscribers
I share what I learn in life.
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For SpaceX to 2X from the IPO price ($1.75T), it needs to grow revenue 10x (from $34bn to $300bn) in 5 yrs, with a 30% margin it reaches reach $90bn profit.. At a P/E of 40, the valuation becomes 40× $90B = $3.6T It is possible, but in the short term, early private investors will sell, and index buying will not absorb all the supply, so stock price will drop.. I will buy SpaceX, but after it drops near $100 In the meantime, I prefer Meta. It can also 2X from $600, with $85bn of profit in 2026, growing 40% YoY, and with a lower risk.. (not investing advice)
Mohamed Adany54,717 views • 1 month ago
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