$1,000 invested in SpaceX stock 1 month ago is now worth

Impact · against what's priced in

The volatility in SpaceX shares, including a recent crash and partial recovery, confirms the market's ongoing struggle to value the company's AI infrastructure bet but offers no new catalysts. Nvidia remains unaffected by these price fluctuations.

SPCX−0.10

Already priced in

The price assumes

the bear case that the business is worth only $62 to $75 per share, which assumes the AI revenue growth stalls and the cash burn destroys equity value

The stock's recent crash to $144.75 and struggle to maintain highs align with the market's refusal to pay for unbounded capital deployment, reinforcing the volatility described in the bear case.

What SPCX's price assumes · Sep 11

• SPCX▲63%
• aerospace▲4%
• NVDA
• spacex
• stocks
• volatility

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