The civilisation story is powe-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings.

A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip.

The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver.

So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.

Space Sector Diverges, Rocket Lab Plunges: Who's Being Abandoned?

The space sector split dramatically: Rocket Lab (RKLB) cratered 14.70% while Virgin Galactic (SPCE) surged 21.68% against the trend. Ahead of the anticipated SpaceX IPO, capital is rotating aggressively within the sector, triggered by an institutional 'top space stock pre-SpaceX IPO' ranking that prompted portfolio reshuffling, compounded by negative news from peer Firefly. RKLB, a prior sector leader, bore the brunt of profit-taking, while beaten-down SPCE attracted speculative inflows. With SpaceX's listing looming, will you catch falling RKLB or chase the SPCE spike?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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