Calls
1
Matt Kennedy
Senior Strategist, Renaissance Capital
Win Rate
0.0%
return
-28.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 12
$161.31
-28.2%
SpaceX will be expensive in the near term but could look cheap by 2029-2030 if it hits revenue targets. Revenue is expected to more than triple in two years, driven by AI infrastructure (Google and Anthropic deal), Starship, and Starlink connectivity growth. AI infrastructure is huge and growing, and Starlink is established and growing fast. Despite risk of overcapacity, the setup looks like a smart play that can justify its $1.75 trillion valuation.
SpaceX will be expensive in the near term but could look cheap by 2029-2030 if it hits revenue targets. Revenue is expected to more than triple in two years, driven by AI infrastructure (Google and Anthropic deal), Starship, and Starlink connectivity growth. AI infrastructure is huge and growing, and Starlink is established and growing fast. Despite risk of overcapacity, the setup looks like a smart play that can justify its $1.75 trillion valuation.
Space
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Matt Kennedy has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: SPCX.
