LanlanCC
05-14

In human history, there has never been a company with an annual revenue of about $15.6 billion that has been valued by the market at $1.75 trillion. It's not mathematics, it's religion, it's Elon Musk.

SpaceX to Join Nasdaq 100, Space Stocks Surge, What to Buy?
SpaceX surged 7.15% ahead of its Nasdaq 100 inclusion, triggering mandatory passive fund allocation and igniting the broader space sector: Rocket Lab soared 15.93% and AST SpaceMobile spiked 21.44%. The index addition raises SpaceX's valuation anchor, with capital spillover fueling the entire launch and satellite-to-mobile connectivity chain. After a 20%-plus single-day sector rally, however, short-term sentiment is overheated and pullback risk is building. Will you chase the lead ETF SPCX, or bet on higher-beta RKLB and ASTS?
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Comments

  • Mayflying
    05-14
    Mayflying
    Though i do agree with ur conclusion, nowadays there are so many AI companies with a negative profit or barely none, valued at hefty PE😱😱 at 1000 times
    • LanlanCCReplyMayflying: 
      兩種都認識人贏好多
    • MayflyingReplyLanlanCC: 
      I am a value investor, just wondering if momentum is much more pronounced in stock markets these days 🥹🥹
    • LanlanCC: 
      Its growth justified massive expansion, but it trades on proven explosive revenue. Apple trades at much more "normal" multiples — roughly 8–10x sales (P/S around 9–10x recently) and ~35x earnings. It's a mature cash-flow machine with huge scale and services growth.
    • LanlanCC: 
      Comparisons to Apple and Nvidia, highlights how stretched this is relative to big tech:Nvidia (AI boom leader) has seen peak forward multiples in the 30–50x+ sales range during hype phases, though current P/S is around 24–35x depending on exact TTM/forward figures.
    • LanlanCC: 
      I understand what u mean. Just to compare with the other top tier companies....
  • ZhongRenChun
    05-15
    ZhongRenChun
    what's the PE ratio? maybe good short.
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