SpaceX Is a Compelling Investment, Gerber Says
Спикеры
Ross Gerber
— CEO, Gerber Kawasaki Wealth Management
Ross Gerber discusses SpaceX's Q2 results and why he remains bullish. He highlights progress on Starship, the new Star Mine orbital data center deal with Nvidia, Starlink's massive untapped consumer and military potential, and the stock trading below its IPO price as a buying opportunity.
- SpaceX reported Q2 revenue of $7.8 billion but an operating loss from its AI business.
- Gerber sees Starship's reusability milestones as very encouraging.
- The SpaceX-Nvidia 'Star Mine' orbital data center project is a unique growth driver.
- Starlink has huge remaining addressable markets in consumer backup internet, global connectivity, and military drone guidance.
- xAI compute investments are justified by massive demand-supply imbalance.
- SpaceX shares are trading below the IPO price, viewed as a discount for retail investors.
- Gerber believes the long-term opportunity far outweighs short-term CapEx concerns.
Идеи
SpaceX is a compelling long-term investment.
SpaceX is a compelling long-term investment. Starship is approaching reusability and massive scale, the company is building orbital data centers (Star Mine) with Nvidia GPUs that will expand Starlink's capabilities beyond connectivity, Starlink itself has huge untapped consumer backup and global internet markets and a nascent but critical military drone guidance application with no competitor, xAI's compute investment will pay off because demand far exceeds supply, and the stock currently trades below its IPO price, offering individual investors an attractive discount.
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This Bloomberg Markets video, published August 04, 2026, features Ross Gerber discussing SPCX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Ross Gerber · Tickers: SPCX