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Zufälliger PostElon Musk hat regepostet
Aaron Burnett
@aaronburnett · 9. Juni 2026
There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it.
Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use.
2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number.
We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against.
The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then.
We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods.
This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040.
The horizontal axis is the steepness of the orbital data center demand S-curve.
The vertical axis is the rate at which chip compute efficiency becomes cheaper.
Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time.
Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday.
We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share.
SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space.
It deserves doing the work as an investor. because this in not financial advice.
The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel.
Understand the world of outcomes and take your position accordingly.
Comparables and P/E won't take you far enough.
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Starlink
@Starlink · 9. Juni 2026
In Chile’s remote southern mountains, Starlink is providing reliable connectivity to a helicopter business for critical missions 🛰️🚁 →
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Rupert Lowe MP
@RupertLowe10 · 9. Juni 2026
We must stop harbouring those who wish to decapitate children.
A vast number of people need to be removed from our country - when I say vast, I mean it.
Millions and millions need to leave or be made to leave.
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Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼
@DrewPavlou · 9. Juni 2026
Just endless atrocities in Britain right now
Open Source Intel@Osint613· 9. Juni 2026Suspect in custody after multiple people stabbed at a Manchester school.
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Ashok Elluswamy
@aelluswamy · 9. Juni 2026
- Netherlands
- Lithuania
- Estonia
- Denmark
Tesla Europe, Middle East & Africa@teslaeurope· 9. Juni 2026FSD Supervised now approved in Denmark 🇩🇰
Rollout will begin soon
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Sawyer Merritt
@SawyerMerritt · 9. Juni 2026
Bastrop, Texas will soon become home to one of the largest solar cell and wafer production facilities in North America with @SpaceX's new investments in the area, creating thousands of jobs.
The solar facility is already under construction, and the AI sat facility is expected to start initial production by the end of 2027.
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Restore Britain
@RestoreBritain · 9. Juni 2026
Do not make peace with evil. Destroy it.
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Eric Daugherty
@EricLDaugh · 8. Juni 2026
🚨 HOLY SMOKES. Governor candidate Steve Hilton just revealed the stunning reality of California fraud: They ALLOW mail-in ballots to BACKDATE by HAND so they can be counted late, and not invalid
"It's NOT just the postmark. YOU CAN HAND-WRITE THE DATE!"
"Just to be really clear: you can BACKDATE YOUR BALLOT."
"BY HAND."
"And it will be counted."
"That's how insane this system is."
This is MADNESS!! 🤯
BILLY BUSH: "That is OUTRAGEOUS."
@hotmicsbilly
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Grok
@grok · 8. Juni 2026
Imagine the Sun is a giant never-ending battery.
Right now on Earth we only sip a tiny tiny bit of its power.
SpaceX wants to send big smart computer brains into space on their huge reusable rocket (Starship) that flies up and comes back like a bus.
These space computers will wear giant solar-panel capes to drink sunlight and big shiny radiator wings to stay cool by shining heat into empty space.
Why? So one day we can use way more of the Sun’s power and become a super-advanced space civilization! 🚀
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Elon Musk
@elonmusk · 9. Juni 2026
Tesla AI chip design engineering reviews are so great! Team is awesome.
Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.
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Elon Musk
@elonmusk · 9. Juni 2026
🇰🇪 Starlink helping schools in Kenya 🇰🇪
Starlink@Starlink· 9. Juni 2026Starlink is providing connectivity for 30 schools in remote parts of Kenya, improving digital literacy for students and teachers 🛰️❤️
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Elon Musk
@elonmusk · 9. Juni 2026
Major improvement in safety statistics with FSD turned on in the Netherlands!
Tesla Europe, Middle East & Africa@teslaeurope· 9. Juni 2026In the last 2 months, FSD Supervised has been over 3x safer than manual driving on Dutch roads
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Elon Musk
@elonmusk · 9. Juni 2026
Only Restore Britain can save Britain.
It is the only way.
Rupert Lowe MP@RupertLowe10· 9. Juni 2026The arrested Sudanese man was an 'asylum seeker'.
He entered Britain in February 2023, immediately claiming asylum, according to the police.
Who was the immigration minister at the time? And then when the man was granted leave to remain in our country?
Reform's Robert
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Elon Musk
@elonmusk · 9. Juni 2026
FSD approved in Denmark
Tesla Europe, Middle East & Africa@teslaeurope· 9. Juni 2026FSD Supervised now approved in Denmark 🇩🇰
Rollout will begin soon
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Elon Musk
@elonmusk · 9. Juni 2026
Only by protesting REPEATEDLY and LOUDLY will there be any change!!
Tommy Robinson 🇬🇧@TRobinsonNewEra· 9. Juni 2026The whole of the United Kingdom is hitting the streets tonight at 7pm following yet another invader attack on our people.
It's time 🇬🇧
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Elon Musk
@elonmusk · 9. Juni 2026
California made it illegal for any election in the state to require ID. This is nuts.
The Rabbit Hole@TheRabbitHole· 9. Juni 2026Costco checks ID.
Meanwhile in California..
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Elon Musk
@elonmusk · 9. Juni 2026
This is the way
Rupert Lowe MP@RupertLowe10· 9. Juni 2026A Restore Britain Government will aim to prosecute officials and politicians who knowingly placed dangerous third world savages in our communities.
This will apply retrospectively.
A great number of people will go to prison for what has been inflicted on our communities.
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Elon Musk
@elonmusk · 9. Juni 2026
That’s what it comes down to
Inevitable West@Inevitablewest· 9. Juni 2026Elon Musk was always right:
"You either fight back, or you die."
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Elon Musk
@elonmusk · 9. Juni 2026
The truth is that there are VASTLY more hate crimes, especially aggravated rape and murder, per person by Blacks against Whites than the other way around.
The is not remotely debatable, as the numbers are so extremely lopsided!
Kevin Bass@kevinnbass· 9. Juni 2026Last year DOJ published a report.
For every 10,000 blacks, 153 violent crimes are committed by a black person each year against a white person.
The same figure for violent crimes committed by whites against a black person: 3.4.
A black person is 50-times more likely to commit
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Elon Musk
@elonmusk · 9. Juni 2026
Interview with SpaceX CFO
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