🚀 The market isn't buying today’s SpaceX. It’s pricing in the SpaceX of 2036.
If SpaceX eventually goes public and mirrors Tesla's early market dynamics, brace yourself for extreme volatility—and don't be surprised when it happens.
Companies of this magnitude are rarely valued on current earnings. Instead, they are priced on the imagination of what they will become over the next two decades.
Consider the contrast in market valuations:
Amazon’s $2.6T valuation is built on proven, undeniable cash flow—e-commerce, AWS, and advertising.
SpaceX’s future valuation will be built on the promise of an empire—absorbing expectations for Starlink, Starship, defense contracts, AI, and the broader orbital economy.
When the market believes in a massive vision, capital floods in, driving aggressive short-term rallies. Conversely, technical hurdles, launch delays, or shifting market sentiment can trigger sudden, severe corrections.
Seeing a stock surge 100% in a year, drop 40% in six months, and then rebound 30% in a month doesn’t mean the core fundamentals have shifted. It simply means the market is aggressively recalculating the future. We saw this exact cycle play out repeatedly with early Tesla.
For hyper-growth, visionary companies, the ultimate test isn’t spotting the potential. It’s having the iron stomach and conviction to hold through the turbulence.
With visionary stocks, volatility isn't a bug. It's the entire story. 🌌
@TigerWire @TigerStars @Daily_Discussion @Tiger_comments @TigerEvents $Amazon.com(AMZN)$ $SpaceX(SPCX)$
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