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SpaceX is still undervalued — Kyle Reidhead “It’s still undervalued based on where it’s going to be in next 12-16 months, just based on the compute alone. When you have a Starship launch combined with Starlink V3 satellites, we're looking at like a billion dollars per launch.”

56,792 次观看 • 8 天前 •via X (Twitter)

21 条评论

Doge Tipping 的头像
Doge Tipping8 天前

love to see that doge on tv 🤣

ELONBOT 的头像
ELONBOT8 天前

Dude, you're number one after Elon!

DARIO ALTMAN 的头像
DARIO ALTMAN8 天前

The interesting part isn’t just the value of each launch. It’s what happens when launch cost, compute, and Starlink scale together. The real upside may be the infrastructure SpaceX can build not just the rockets it launches.

Pope Puke 的头像
Pope Puke8 天前

Bottom - line net profits is 0. 🖕. I’ll catch the rain in Africa…

KREEP🪬 的头像
KREEP🪬8 天前

Send @elonmusk this

Market Force 的头像
Market Force8 天前

SpaceX will become the most valuable company in the world.

Matteo Barberis 的头像
Matteo Barberis8 天前

A billion per launch just for *compute* is wild. And still 'undervalued' lol. Space math is different.

MrRandom 的头像
MrRandom8 天前

Falcon 9's entire development cost about $300M. That's under a third of one of those launches.

Macro Bombastic 的头像
Macro Bombastic8 天前

man i remember when a billion per launch sounded insane, now it's just tuesday

Nick From Canada 🇨🇦 的头像
Nick From Canada 🇨🇦8 天前

Starship launches plus Starlink V3 is a monster combo. The math on a billion a launch is hard to argue with

(A.J.M.) 的头像
(A.J.M.)8 天前

It's heavily overvalued. Thats a fact. You can change the statement and quotes all you like for effect...it doesn't change reality. SpaceX has provided nothing that provides enough "profits" to justify its claimed value.

jaydeen 的头像
jaydeen8 天前

People are definitely missing out on the potential value

Musty Ich 的头像
Musty Ich8 天前

Will a Starship launch generate $1B in value? @yapwtf

Crio Songo 的头像
Crio Songo8 天前

Kyle确实挺敢吹,不过星舰加星链这产能拉起来,SpaceX估值还真有不小想象空间。

Napoleon Bonaparte 的头像
Napoleon Bonaparte8 天前

Doge on TV 😂♥️ Congrats bro ♥️

Augie_Doggie 的头像
Augie_Doggie8 天前

You including Star shield contracts in that SpaceX estimate of valuation .. Or is that hush hush ? Because i read those contracts alone could be as high as 110 B. ( as usual do your own homework, especially if you were unaware of the Starshield contracts)

JLT 1 的头像
JLT 18 天前

Since he’s launching satellites for his own company, who is paying the launch fees?

joscilene Laura 的头像
joscilene Laura8 天前

Doge, isso é 🔝✨ Marte nunca esteve tão pertinho. Aliás as estrelas com certeza, Starship é o futuro. 💃🪩🤪

Alan Hoa👨‍💻 的头像
Alan Hoa👨‍💻8 天前

SpaceX will become the most valuable company in the world.

Andrea Hatfield🩷 的头像
Andrea Hatfield🩷8 天前

While the market is still debating whether SpaceX 🚀is undervalued, they are already building the future of spatial computing,and this just shows that their potential is only getting started. Doge🤗 you're looking so fancy, you appeared on TV!🥰

West Coast Sentinel 🇺🇸 的头像
West Coast Sentinel 🇺🇸8 天前

It's heavily overvalued. Thats a fact. You can change the statement and quotes all you like for effect...it doesn't change reality. SpaceX has provided nothing that provides enough "profits" to justify its claimed value.

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I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

28,352 次观看 • 4 个月前