The Motley Fool
24 Jul 2026, 04:15 UTC · 2h ago
Cathie Wood Just Bought More SpaceX Stock. Here's Why I Wouldn't Copy Her
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
24 Jul 2026, 04:15 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
SpaceX is reportedly in talks with the U.S. Department of Defense for a potential multi-billion-dollar deal to provide computing power. — A multi-billion dollar government contract would significantly boost revenue and validate the company's AI compute strategy.
+0.60Ark Investment Management has increased its position in SpaceX, making it the fourth-largest holding across its combined portfolio. — Increased backing from a high-profile institutional manager like Cathie Wood signal strong bullish conviction to other investors.
+0.40SpaceX's price-to-sales ratio is approximately 78.09, reflecting a valuation of $1.6 trillion against projected Q1 2026 revenues of $4.7 billion. — Extreme valuation multiples compared to revenue growth create significant downside risk and suggest the stock may be overpriced.
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Starlink currently has 10.3 million subscribers and is expected to continue growing its user base. — Steady subscriber growth in the connectivity segment provides a predictable recurring revenue stream.
+0.30SpaceX is allocating more capital expenditure to its AI business than to its space and Starlink segments combined. — Heavy capex spending in a new vertical delays the timeline to consistent profitability.
-0.20Which stocks this story touches
While the author acknowledges technical leadership and growth potential, they argue the stock is severely overvalued with an unjustifiable price-to-sales ratio.
The company is mentioned as having a deal for compute capacity from SpaceX, though the sentiment is primarily focused on SpaceX's growth.
The company is mentioned as having a deal for compute capacity from SpaceX, though the sentiment is primarily focused on SpaceX's growth.
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