SPCX Space Exploration Technologies Corp. Loading... : Bullish and Bearish Analyst Opinions
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14:54
Sep 03
Sep 03
SpaceXAI reports that its Grok service is experiencing issues and the company is investigating.
SpaceXAI reports that its Grok service is experiencing issues and the company is investigating the outage.
14:46
Sep 01
Sep 01
SpaceX reportedly reshuffles its data centre leadership following an aggressive infrastructure.
SpaceX reportedly reshuffles its data centre leadership following an aggressive infrastructure build-out according to The Information.
08:30
Sep 01
Sep 01
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
20:00
Aug 30
Aug 30
Author agrees with the parent's caution about avoiding SPCX for several months post-IPO.
Author agrees with the parent's caution about avoiding SPCX for several months post-IPO, but expresses no personal position or directional call.
15:32
Aug 30
Aug 30
Author previews a valuation model for SpaceX and references prior neocloud work.
Author previews a valuation model for SpaceX and references prior neocloud work, but offers no current position or explicit buy call.
19:51
Aug 27
Aug 27
Elon Musk expects SpaceX to generate approximately 3.5 trillion dollars in revenue around 2033.
Elon Musk expects SpaceX to generate approximately 3.5 trillion dollars in revenue around 2033 according to a post on X.
17:16
Aug 25
Aug 25
Trump purchased 50,000 dollars of SpaceX stock on the same day NASA awarded the company a 425.6.
Trump purchased 50,000 dollars of SpaceX stock on the same day NASA awarded the company a 425.6 million dollar contract.
20:41
Aug 24
Aug 24
SPCX bullish on space AI data centers
Author sees the space-optimized AI data center program as a major growth driver for SpaceX, extending its launch and satellite infrastructure business into AI compute.
MED
20:38
Aug 24
Aug 24
Author notes bullish news around NBIS and SPCX while calling the NVDA selloff illogical.
Author notes bullish news around NBIS and SPCX while calling the NVDA selloff illogical, but only speculates about a possible rally tomorrow without a firm position.
LOW
18:33
Aug 23
Aug 23
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
LOW
00:38
Aug 23
Aug 23
Detailed relative-value analysis of Oracle and SpaceX bonds with portfolio construction.
Detailed relative-value analysis of Oracle and SpaceX bonds with portfolio construction guidance, but no explicit position or trade call is stated.
21:09
Aug 22
Aug 22
The author humorously highlights ticker confusion between similar names.
The author humorously highlights ticker confusion between similar names, noting people bought wrong stocks, but makes no directional call on any.
LOW
14:54
Aug 22
Aug 22
Author reviews US government fact sheets highlighting SpaceX and Rocket Lab as beneficiaries.
Author reviews US government fact sheets highlighting SpaceX and Rocket Lab as beneficiaries of space policy goals, but frames it as informative reading, not a position.
LOW
10:49
Aug 22
Aug 22
Author prefers NBIS over SPCX in a compute debate.
Author prefers NBIS over SPCX in a compute debate, expressing a clear bullish preference for NBIS while acknowledging SPCX as a consideration.
02:29
Aug 22
Aug 22
The tweet reports a factual estimate of combined 2027 capex nearing $1.4 trillion.
The tweet reports a factual estimate of combined 2027 capex nearing $1.4 trillion including SpaceX, framing hyperscaler spending as a macro data point rather than a trade recommendation.
00:28
Aug 21
Aug 21
Elon Musk expresses conviction that both SpaceX and Tesla will exceed analyst growth estimates.
Elon Musk expresses conviction that both SpaceX and Tesla will exceed analyst growth estimates, framing Tesla as a high-conviction long while SpaceX is noted as a private company reference.
19:27
Aug 20
Aug 20
Author notes these stocks are trading below their funding issuance price.
Author notes these stocks are trading below their funding issuance price, a factual observation without an explicit directional call.
18:39
Aug 20
Aug 20
Anthropic reportedly expects to match or surpass SpaceX's record $86.2 billion IPO.
Anthropic reportedly expects to match or surpass SpaceX's record $86.2 billion IPO, potentially raising close to $100 billion by end of 2026.
12:35
Aug 20
Aug 20
Insider share unlock drives expected selling pressure.
Expects selling pressure to outweigh buying demand as early investors and employees liquidate shares following the insider unlock.
MED
02:34
Aug 20
Aug 20
Avoid space ETFs until the industry matures.
The space industry is not yet mature enough to have clear, broad upward momentum, making space-themed ETFs unattractive right now. Investors should avoid broad space ETFs and instead wait for the industry to mature or accumulate individual leaders like SpaceX during lock-up expiries.
MED
14:20
Aug 19
Aug 19
SpaceX integrated AI coding stack leads.
SpaceX/Cursor is a frontier AI lab with a fully integrated software stack: models, Cursor coding/routing, and new Origin code hosting. Origin is engineered specifically for high-throughput AI agents rather than human commit speeds, giving it an advantage over GitHub and a tight feedback loop for future coding models. Investors can get public exposure through SpaceX stock, and Ejaaz is incredibly bullish on the whole setup.
HIGH
10:00
Aug 19
Aug 19
SpaceX showed strong resilience during its unlock.
Despite negative sentiment and fears surrounding its share unlock, SpaceX successfully bounced from $100 to $150, demonstrating strong price action that provided a quick 20% trading gain.
MED
13:52
Aug 18
Aug 18
SpaceX is AI data-center winner.
SpaceX is a consensus AI-infrastructure winner because it is expected to be one of the most valuable companies in the world, will buy Nvidia GPUs to power data centers, has Grok reaching the frontier, and is building out data center capacity. Gavin Baker's $4.7 billion SpaceX position was cited as a big win.
MED
05:38
Aug 18
Aug 18
Author notes SPCX is the largest position in Gavin Baker's 13F filing.
Author notes SPCX is the largest position in Gavin Baker's 13F filing, a factual observation without expressing their own directional view.
20:26
Aug 17
Aug 17
Wealthy investors accumulating SpaceX exposure.
Ultra-wealthy investors, family offices, and Harvard have built billions of dollars in SpaceX exposure through 13F filings despite the stock's post-IPO struggles, signaling sustained structural demand for space exposure.
MED
16:59
Aug 17
Aug 17
SPCX buy on lightweight Grok efficiency
Buy SPCX because Grok's lightweight build has cut token consumption sharply, improving speed and reducing component wear, setting up continued progress.
MED
16:23
Aug 17
Aug 17
SpaceX is emerging AI hyperscaler winner.
SpaceX has become a new hyperscaler in addition to the big four, with plans for eight gigawatts of new data center capacity additions by 2027, deals with Anthropic and Google, and backing from NVIDIA to support the ecosystem.
MED
15:27
Aug 17
Aug 17
SpaceX strong private market momentum.
SpaceX private market chart looks strong and up 6% on the day, and is one of the day's stories; managers are heavily concentrated in it.
MED
15:18
Aug 17
Aug 17
The tweet analyzes two 13F filings, describing Aschenbrenner's put unwind and Baker's QQQ put.
The tweet analyzes two 13F filings, describing Aschenbrenner's put unwind and Baker's QQQ put doubling, but it is a factual research summary without the author's own forward-looking positions.
13:57
Aug 17
Aug 17
SpaceX shares extend their gain to a session high of 5.8 percent during trading.
About SPCX Analyst Coverage
Buzzberg tracks SPCX (Space Exploration Technologies Corp.) across 124 sources. 143 bullish vs 34 bearish calls from 249 analysts. Sentiment: predominantly bullish (11%). 1035 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: financialjuice, LiveSquawk, aleabitoreddit.