SPCX Space Exploration Technologies Corp. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
14:33
13 авг
13 авг
The tweet mentions GCTS, SPCX, and AMZN with satellite and space themes but lacks any.
The tweet mentions GCTS, SPCX, and AMZN with satellite and space themes but lacks any directional thesis or position, making it a watch-only reference.
Низ.
05:30
13 авг
13 авг
Buy SpaceX gradually for long-term growth.
SpaceX's AI business is shifting from a loss-making capex drag to a profit driver because it has begun renting AI compute capacity to outside tenants. Q2 AI computing revenue of about $1.3 billion to Anthropic reduced the operating loss to roughly $0.1 billion; Q3 revenue should rise to $3.7-3.8 billion, with additional AI lease orders potentially at least $4 billion per quarter from Q3. The CFO guided no further capex increases and expects capex payback within one year, leading the market to expect Q3 operating profit and wider Q4 profit.
Выс.
22:17
12 авг
12 авг
The author notes recent price strength in NBIS, SPCX, and ONDS ahead of ONDS earnings tomorrow.
The author notes recent price strength in NBIS, SPCX, and ONDS ahead of ONDS earnings tomorrow, but provides no directional position or forward call.
20:33
12 авг
12 авг
SpaceX is frothiest cross-sector trade
SpaceX has become the market's center of gravity and is probably the frothiest trade ever, with short interest bets collapsing from $32 billion to $24 billion in 60 days. Because everyone owns the massive IPO and it spans launch, satellite, AI and other sectors, its moves bleed into technology, software, memory and other stocks.
Выс.
20:25
12 авг
12 авг
Author argues neo-cloud pricing is rising as NBIS holds 2027 capacity for higher rates.
Author argues neo-cloud pricing is rising as NBIS holds 2027 capacity for higher rates, predicting earnings surge if contract rates double.
20:00
12 авг
12 авг
SPCX has run up rapidly from $109 to $147 in a matter of days. Retail traders are chasing the stock at the top, creating a classic overbought scenario ripe for a reversal. Short the stock as it is expected to "fall off a cliff" after an unsustainable retail-driven pump. Momentum could carry it higher if retail FOMO continues.
Низ.
17:48
12 авг
12 авг
SpaceX shares jumped as much as 9.6% to a one-month intraday high after releasing new AI.
SpaceX shares jumped as much as 9.6% to a one-month intraday high after releasing new AI software Grok Bot, with Morgan Stanley's Adam Jonas cheering the launch.
15:52
12 авг
12 авг
The author is endorsing a bullish comparison of Grok's performance and pricing advantage.
The author is endorsing a bullish comparison of Grok's performance and pricing advantage, implying SpaceX-related upside for SPCX.
Низ.
14:44
12 авг
12 авг
SPCX misclassified — AI infrastructure, not space
Buy SPCX as a misclassified AI infrastructure play; first earnings revealed ~90% of quarterly capex directed toward data centers, suggesting the market is mispricing it as a space company rather than an AI infrastructure compounder.
Сред.
14:23
12 авг
12 авг
Author promotes a podcast interview covering bitcoin, AI, SpaceX.
Author promotes a podcast interview covering bitcoin, AI, SpaceX, and prediction markets without stating any personal positions or trade calls.
11:24
12 авг
12 авг
Norway's central bank discloses a 7.3 million Class A share stake in SpaceX via a new SEC.
Norway's central bank discloses a 7.3 million Class A share stake in SpaceX via a new SEC filing.
10:00
12 авг
12 авг
A top comment says SPCX is “pumping” and admits Cathie Wood was right. FOMO from retail skeptics being wrong can drive further short-term buying. Trade the SPCX momentum long, but keep size small. The same commenter notes everyone previously called it a shit stock. DRI/CAKE/TXRH - SHORT | confidence: 0.5 | sentiment: -0.35 Speaker: r/wallstreetbets community Thesis: One top comment calls restaurants “suck” and points to all-time highs in Darden, Cheesecake Factory, and Texas Roadhouse. If the K-shaped economy is truly over, ATH restaurant stocks may be ripe for mean reversion. Short the restaurant complex or wait for a technical breakdown. ATHs can persist; this is a single comment rather than broad consensus.
Низ.
17:57
11 авг
11 авг
Morgan Stanley says SpaceX could reach 600 dollars per share in a bull case scenario.
16:57
11 авг
11 авг
SpaceXAI announces that its Grok Bot is now available in beta for premium subscribers.
SpaceXAI announces that its Grok Bot is now available in beta for premium subscribers on desktop and iOS platforms.
12:21
11 авг
11 авг
Jefferies reports that SPCX and CRWV plan to buy AI servers directly from Taiwanese ODMs.
Jefferies reports that SPCX and CRWV plan to buy AI servers directly from Taiwanese ODMs instead of Dell, a supply-chain shift with no author position.
23:11
10 авг
10 авг
The tweet is a factual market-cap ranking snapshot highlighting AI infrastructure dominance.
The tweet is a factual market-cap ranking snapshot highlighting AI infrastructure dominance, with no forward-looking trade calls or positions expressed.
16:03
10 авг
10 авг
The author is sharing information regarding shareholders of the company without expressing.
The author is sharing information regarding shareholders of the company without expressing a specific directional opinion or trade recommendation.
14:50
10 авг
10 авг
SpaceX overpriced, avoid.
SpaceX is among the names that are really overpriced and make her nervous.
Низ.
12:01
10 авг
10 авг
Space lockup fears overdone, sentiment flipped bullish
Buy space names SPCX, ASTS, and RKLB as lockup-driven selling fears proved overdone — SPCX gained 6% on the unlock day — and sentiment has shifted positively ahead of upcoming earnings catalysts for both ASTS and RKLB.
Сред.
10:45
10 авг
10 авг
Retail investors turned net sellers of SpaceX shares on Friday.
Retail investors turned net sellers of SpaceX shares on Friday, selling $4.5 million as the stock trades more than 22% below its IPO price.
03:20
10 авг
10 авг
Space, nuclear, and drones show strong momentum.
Space, nuclear, and drone sectors are showing strong momentum driven by solid earnings and specific catalysts like Oklo's reactor progress and AeroVironment's army contract.
Сред.
22:06
09 авг
09 авг
Author highlights SpaceX's record earnings and upcoming RKLB and ASTS reports as major.
Author highlights SpaceX's record earnings and upcoming RKLB and ASTS reports as major catalysts, but frames it as market context rather than personal positions.
19:07
09 авг
09 авг
Author tracks space and neocloud earnings catalysts but explicitly waits for momentum.
Author tracks space and neocloud earnings catalysts but explicitly waits for momentum confirmation before re-entering, making all tickers watch items.
14:44
09 авг
09 авг
Author analyzes SPCX's terrestrial datacenter business mix for 2027 based on analyst research.
Author analyzes SPCX's terrestrial datacenter business mix for 2027 based on analyst research, but expresses no personal position or directional call.
Низ.
18:36
08 авг
08 авг
Observes stock down 50% shortly after IPO.
Observes stock is down 50% shortly after its IPO fell below initial offering prices.
Низ.
14:05
08 авг
08 авг
Podcast teaser covering Bitcoin's pivotal two weeks, AI stock rebound, Tesla's Terafab.
Podcast teaser covering Bitcoin's pivotal two weeks, AI stock rebound, Tesla's Terafab, Google talent exodus, and SpaceX valuation, all as discussion topics without explicit positions.
08:30
08 авг
08 авг
SpaceX supply overhang delays eventual upside opportunity.
SpaceX’s IPO locked up most shares initially; only 5% were freely tradable, and staggered lock‑up expirations through end‑2026 will release up to 40% of total shares, creating persistent supply overhang that will cap near‑term price action. However, the company’s underlying fundamentals are strong, and once the overhang clears, the stock should eventually reflect its true value—similar to Meta’s post‑IPO recovery pattern. Investors should wait for the lock‑up headwinds to pass before building a position.
Выс.
01:33
08 авг
08 авг
SpaceX multi-segment growth justifies huge upside.
SpaceX had a solid quarter with extraordinary guides, featuring multiple powerful growth drivers: AI compute rental at high spot prices, Grock/Cursor AI model revenue potentially hitting $10-20bn, Starlink's expansion boosted by Starship enabling massive bandwidth growth and direct-to-cell, and Elon's proven ability to build physical infrastructure faster than competitors. Despite recent stock pullback, the long-term value creation is massive, and at $1.4T it could triple in 3-4 years.
Выс.
20:00
07 авг
07 авг
SPCX employees are reportedly buying shares instead of selling ahead of a Monday lockup expiration, accompanied by high trading volume. Insider buying during a lockup expiration signals strong internal conviction, and the community is eyeing it as the next "Elon meme stock" to catch retail momentum. Go long on SPCX as retail hype and insider confidence align to potentially trigger a massive meme rally. The Monday lockup expiration could still introduce unexpected selling pressure if early investors dump shares.
Низ.
19:21
07 авг
07 авг
Cursor is mapping out branding and other changes as its acquisition by SpaceX nears according.
Cursor is mapping out branding and other changes as its acquisition by SpaceX nears according to The Information report.
Об аналитическом покрытии SPCX
Buzzberg отслеживает SPCX (Space Exploration Technologies Corp.) в 117 источниках. Бычьих сигналов: 133, медвежьих: 34, от 240 аналитиков. Сентимент преимущественно бычий (10%). Всего отслеживается 995 торговых идей. За последние 7 дней: бычьих: 6, медвежьих: 1, наблюдение: 21. Последние спикеры: semicon_player, Jeong Eui-hoon, itschrisray.