Definitely one of the best companies that will survive the next 10 years in terms of economic moat and ability to have its innovation stay ahead of competitors. Nobody is close and closest probably a few years behind.
Space X as the name suggest is dealing with rockets, space exploration, launching satellites. However, buying into spcx is not necessarily exposing yourself to the rockets business only, hence be aware.
The cash cow now is starlink and still will be starlink for quite some time. Rockets business gonna be great with latest launch success of starship but still gonna take years before the use cases like space data centers gonna kick in. XAI will continue to burn cash till god knows when but nonetheless still looks good with sisters supporting the cash burn.
All in all, spcx without a doubt is a great company with great potential. Dont look at its earnings and various stats that you look for in fundamental analysis. You are buying its potential, buying Elon musk. Its the same way people invested in Tesla. How to value and what is cheap? Nobody knows. But it will literally be on the moon, just matter of time.
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- 天天是周末·09-30 23:43@Mathematical Money 买的是未来，这个估值没有办法去算，只能假设潜在的收益巨大。1Report