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Starship could unlock SpaceX’s biggest long-term value through orbital data centers. Starship reuse could unlock launch capacity no rival can match, enabling space-based AI infrastructure. Connectivity is already a strong business. Huge long-term upside ahead. — Doug Harned

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46,119 views • 3 days ago •via X (Twitter)

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Ron Epstein of Bank of America on SpaceX today: • SpaceX is the foundational enabler of the space economy. • The company should be valued based on its 2045 potential, not near-term earnings. • The company has built the world’s leading launch franchise and dominates the global launch market. • $235/share is only the base-case valuation, the bull-case valuation could be significantly higher. • Orbital compute could become its next massive business. • New technologies will continue opening entirely new markets. • Could eventually design and manufacture its own AI chips. • Tesla’s automation could help enable manufacturing in space. • Starship is the key technology behind the company’s long-term vision. • Starship is the “king of the cosmos,” just as the 747 was the “queen of the skies.”

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