The Rokslide Stock Traders Thread

[WRO]

If you look at the prospectus in the IPO, there is an outline of SpaceXs total addressable market, what the company sees as its future revenue potential. 93% of the total amount of future revenue is speculated to be AI opportunities: AI Satellites, data centers in space etc.

I think he’s got a solid plan and track record of success, this will be no different


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[Poser]

I think he’s got a solid plan and track record of success, this will be no different


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Quite a bit of what is in the prospectus is science fiction. Currently and for the foreseeable future. There’s no tenable argument, nothing even close. He even put his mars BS in there as future revenue and there’s no chance that happens in the lifetime of anyone who is alive right now. Space X is a money vacuum with a valuation based off of future potential earnings.
When they project 93% of future revenue as AI, they are talking about space AI: AI satellites manufactured on the moon, data centers in space etc.

 

[WRO]

Quite a bit of what is in the prospectus is science fiction. Currently and for the foreseeable future. There’s no tenable argument, nothing even close. He even put his mars BS in there as future revenue and there’s no chance that happens in the lifetime of anyone who is alive right now. Space X is a money vacuum with a valuation based off of future potential earnings.
When they project 93% of future revenue as AI, they are talking about space AI: AI satellites manufactured on the moon, data centers in space etc.

As a guy who works a bit in the data center space, putting data centers on satellites makes a pile of sense.

Starlink is revolutionary, the technology has so much upside.

25 years ago government organizations were the only ones doing anything in space, if you would’ve asked back then if private entities were going to dominate space, I’d have been very skeptical..


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