Bullish on the ultimate natura-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Bullish on the ultimate natural monopoly. 🌌
"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street." @Tiger V @SPACE ROCKET

SpaceX's First Post-IPO Earnings: Can It Anchor Its Valuation?

SpaceX delivers its first quarterly results since its IPO after market close Tuesday, having also joined the Nasdaq 100 and drawn direct comparisons to the 'Magnificent 7.' Bernstein has outlined four key valuation drivers, with Starlink revenue mix and launch cadence topping the list. Yet the stock still trades largely on narrative, and reports that the IPO generated roughly $100 million for Wall Street raise the question: with no earnings history to benchmark, what multiple should the market apply?

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The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street.\"<a href=\"https://ttm.financial/U/4092890920697680\"> @Tiger V </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a></body></html>","htmlText":"<html><head></head><body>Bullish on the ultimate natural monopoly. 🌌\n<br>\n \"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street.\"<a href=\"https://ttm.financial/U/4092890920697680\"> @Tiger V </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a></body></html>","text":"Bullish on the ultimate natural monopoly. 🌌 \"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. 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