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06 Oct 2026, 12:45 UTC · 1h ago
Elon Musk Is a Trillionaire Again After SpaceX's 15% Two-Day Run
Impact · against what's priced in
The recent rally in SpaceX is primarily a positioning correction rather than a fundamental shift, as the reported Starlink growth and CapEx burn are already factored into the valuation. The potential for a chip venture is a speculative growth option that does not yet offset the impending downward pressure from lockup expirations.
- SPCX+0.00
Already priced in
- The price assumes
The 92% year-over-year revenue growth and $7.8 billion quarterly revenue
Starlink's $4.291 billion Q2 connectivity revenue (66% growth) is the primary fundamental support the market already recognizes.
What SPCX's price assumes · Sep 11
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