Today's hypothesis

I'm trying to predict how the Tesla fans are thinking. I'm guessing they dumped a load of Tesla stock over the last week to buy into the IPO (as everything was in Tesla and maybe bitcoin, obviously). Then on Friday they'll know they only got say a third of their request fulfilled, and get 2/3 of their cash back. So next week there's going to be 3-4x more cash in the accounts of Elon fans than went into the entire spaceX IPO. I'm trying to work out if that cash will fund a space x pump, or get out back in Tesla and immediately halt this slide. My guess is SpaceX pump start of next week, but maybe just from that free cash (probably hurt to sell Tesla so they won't want to do more, and they mentally think it's all the same thing). Then when pump starts to turn mid-week when everybody who wants in, is in, at any price. Money comes back into Tesla. If guess I really want filthy here to tell me his plans..

Tesla

Why everything red today any news 😕

Con artist

First it was electric cars - BYD overtakes you guys & is only valued at $100 billion . Then it was autonomy - Tesla FSD is in a stage where it requires supervised rides - Waymo was in this phase 5 years ago , putting you guys 5 years behind . Then it was robotics - Boston robotics is much more advanced & roughly valued at $30 billion Now it's SPACEX - if you had bought Google shares you have more exposure to both SPACEX & autonomy business . Car business with a sci-fi valuation

Space X

what is all the hype around the Space X IPO. Seems everyone wants a piece of the pie but I’m not sure how it works. Are they all jumping in at soon as possible? Is that wise. What’s the long term plan with it or for most people is it a quick flip? Would really appreciate the advice and real information thank you!

Tesla

Why everything down today 😪 any reason 😕

Goldman Sachs expects SpaceX's AI revenue to increase 100-fold by 2030 Projections by Wall Street bank underpin the $1.78tn valuation group is pitching in IPO

Source : Financial Times. SpaceX's valuation in its initial public offering hinges on revenues at its AI unit surging by around 100 times by 2030, according to projections made by its lead investment bank Goldman Sachs. Goldman expects revenues from SpaceX's AI division to rise to $322bn by 2030 from $3.2bn in 2025, according to forecasts discussed by the Wall Street bank with a potential investor in the deal. SpaceX's total revenue is expected to reach $474bn in 2030 from $18.7bn last year. The bank's lofty projections underscore the aggressive bets underpinning the AI investment boom by Big Tech firms that has propelled the US stock market to a series of record highs. Goldman’s model was verbally shared with the investor as SpaceX kicks off its IPO roadshow, in which bankers will seek to sell money managers on a deal that could raise billions of dollars. The valuation of Elon Musk's rockets-to-chatbot group rests on an assumption that its AI division, xAI — which made a loss of $6.4bn in 2025 — has a total addressable market of $26.5tn, SpaceX's IPO prospectus shows. That dwarfs the roughly $2tn total addressable market outlined for the group's Starlink internet service and space operations. Goldman's projections show that the Wall Street bank expects revenues at SpaceX's AI segment to rise 388% to $15.6bn in 2026 compared with the year prior and reach $34.5bn in 2027. SpaceX did not respond to a request for comment. Goldman declined to comment. Goldman is expecting SpaceX's revenue from its Starlink satellite internet service to be $144bn in 2030, less than half of that generated by the AI unit. The bank forecasts SpaceX's rocket division to generate $8.3bn in revenue in 2030, up from $4.1bn last year. The bank also forecasts that SpaceX's overall adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) will surge to $352bn in 2030 from $6.6bn in 2025. SpaceX generated negative free cash flow of $13.8bn last year. Goldman expects the company to swing to positive free cash flow of $72bn in 2031. For the AI growth forecasts to be justified, SpaceX's Grok family of models would have to catch up and surpass more advanced labs including Anthropic, Google and OpenAI in critical fields such as coding, cybersecurity, agents and chatbots. However, the unit formerly known as xAI has been hampered by constant upheaval — Musk reportedly pushed out all 10 of his co-founders within two years — and has delivered subpar performance, leaving it with only a fraction of the consumer and corporate subscriptions needed to generate revenues. Musk has also rented out the Colossus 1 data centre to rival Anthropic as the 300-megawatt facility in Memphis, Tennessee, fell underutilised as Grok failed to gain traction. Goldman Sachs beat rivals Morgan Stanley, JPMorgan, Citigroup, Bank of America and UBS to lead SpaceX's IPO, which is expected to generate tens of millions of dollars in fees for Wall Street banks. What this means for investors The key takeaway is that the proposed $1.78 trillion valuation depends heavily on Goldman Sachs' assumption that SpaceX's AI business (Grok/xAI) becomes vastly larger than Starlink and the rocket business combined. The AI division is projected to generate $322bn of revenue by 2030, while Starlink is projected at $144bn and rockets at $8.3bn. That is an extremely aggressive forecast. The success of the valuation depends less on rockets and satellites and more on whether Grok can become a top-tier AI platform capable of competing with OpenAI, Google and Anthropic.

SpaceX sets $135 share price for upcoming blockbuster stock listing

SpaceX has officially filed an updated prospectus with the US Securities and Exchange Commission (SEC), fixing its initial public offering (IPO) price at $135 per share. The landmark move, spearheaded by CEO Elon Musk, bypasses standard Wall Street book-building conventions by establishing a single fixed target price a week ahead of marketing.Key Figures and IPO StructureTotal Fundraising Target: The company plans to issue 555.6 million shares to raise a record-breaking $75 billion.Implied Valuation: This targets an overall market valuation of $1.75 trillion to $1.77 trillion.Record Scale: If completed at this size, it will smash the global record for the largest IPO in history, far surpassing Saudi Aramco's $29.4 billion listing in 2019.All-Primary Offering: Every dollar raised will go directly to the company. No existing shareholders or executives are selling their stakes in the debut.Musk's Lock-Up and Control: Elon Musk will not sell shares and is bound to a 366-day lock-up period. He will retain 84.4% of the voting power through super-voting Class B shares.High Retail AllocationBreaking further from tradition, SpaceX's syndicate of banks—led by Goldman Sachs, Morgan Stanley, Bank of America, Citigroup, and JPMorgan—is actively looking to allocate up to 30% of the offering to retail and individual investors. Retail access is expected to be channelled through consumer brokerages like Charles Schwab, Fidelity, Robinhood, SoFi, and E*TRADE.Financial Fundamentals and RisksThe Valuation Multiple: Based on its 2025 financial performance—where SpaceX brought in $18.67 billion in revenue but suffered a $4.94 billion net loss (mostly tied to its merger with xAI)—the stock is pricing at an exceptionally steep trailing price-to-revenue multiple of 93.7x.Growth Anchors: Investors are pricing in massive future execution, particularly the commercial success of the Starlink satellite internet constellation, future deep-space Mars exploration, and the buildout of orbital, space-based AI data centres.Scepticism: Independent research firms like Morningstar have already flagged the valuation as highly aggressive, estimating the company's baseline intrinsic value closer to $780 billion.Expected Trading TimelineFormal marketing roadshows begin on Thursday, June 4, 2026. Barring any last-minute scheduling shifts, trading is scheduled to officially commence on June 12, 2026, on the Nasdaq exchange under the ticker symbol SPCX.

Former Tesla employees say full self-driving is nowhere near as capable as Elon Musk claims

I'm sure a few LiDARs and it'll be good to go https://www.techspot.com/news/112611-former-tesla-employees-full-self-driving-nowhere-near.html

Tesla

Why tesla pumping 🤔

Debt

If Space X & Tesla merge , Tesla is just absorbing tranches of debt . When Space x finally ipos it will dump, & Tesla will follow suit