SPCX Space Exploration Technologies Corp. Loading... : Bullish and Bearish Analyst Opinions
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19:25
Jun 29
Jun 29
Accumulating SpaceX for transformative potential.
She owns SpaceX in her growth and thematic strategies, accumulating on weakness and adding since the IPO; she believes the company will change how we live over the next 3-10 years, focusing on narratives and fundamentals rather than valuation.
HIGH
13:31
Jun 29
Jun 29
SpaceX shares added three percent after the company was set to join the Nasdaq-100 index effective July 7.
13:26
Jun 29
Jun 29
Author recommends buying SPCX citing a post-IPO selloff and anticipated second space-sector hype cycle; no explicit first-person ownership disclosed per speaker note.
LOW
11:33
Jun 29
Jun 29
Author confirms SpaceX is the subject of discussion but provides no personal position or trade call.
11:06
Jun 29
Jun 29
SpaceX is set to join the Nasdaq-100 on July 7, triggering an estimated $4 billion in passive fund buying, and is also in talks with Charter Communications on a consumer wireless service.
10:43
Jun 29
Jun 29
Rakuten's joint venture with ASTS to build LEO satellite networks in Japan is reported as a strategic response to Starlink's influence, but the tweet is a factual news summary without any author position.
LOW
10:25
Jun 29
Jun 29
Bullish technical observation on SPCX space ETF, no personal position disclosed per speaker's style.
MED
05:45
Jun 29
Jun 29
Named in a thematic space-stock basket expected to have short-term upside after a recent dump; no explicit personal position disclosed.
MED
05:26
Jun 29
Jun 29
Author lists multiple futuristic themes and tickers as a broad observation of the decade's innovation, not as current positions or trade ideas.
LOW
18:23
Jun 28
Jun 28
QQQ is forced to buy SPCX at market close on July 6 (effective July 7) as per Nasdaq-100 inclusion. This predictable, non-discretionary buying can provide a short-term price lift, especially if retail and momentum traders front-run the event. Trade the mechanical inflow catalyst — buy before July 6 close and sell into the expected pop, but be aware that most forced buying is already done (only QQQ pending). Lockup expirations (first after Q2 earnings, then staggered until mid-Dec) could trigger massive insider selling, overwhelming any ETF buying; also the stock’s valuation is extremely stretched and fundamentals are poor per community sentiment.
MED
08:09
Jun 28
Jun 28
Author names SPCX in the Space thematic basket as a future rotation target for domain expansion.
LOW
03:38
Jun 28
Jun 28
SpaceX valuation too high, avoid
SpaceX trades at around 100 times revenues, an extreme valuation for a speculative company. Without the Elon Musk mystique, investors would avoid it. The stock has already fallen back to its IPO price, suggesting further downside is likely.
HIGH
02:00
Jun 28
Jun 28
The author highlights that Jeremy Grantham's foundation holds SpaceX and Bitcoin despite his public bearish stance, but no personal position is stated.
01:01
Jun 28
Jun 28
J.P. Morgan estimates approximately 4.3 billion dollars could flow into SpaceX as index-tracking funds adjust their portfolios ahead of its Nasdaq-100 inclusion.
16:17
Jun 27
Jun 27
SPACEX is overvalued and worth avoiding.
SPACEX's IPO quickly fell back to its starting price after initial gains. Paying 100 times revenues is not a viable path to investment success. The hype cycle resembles Facebook's 2012 IPO faceplant, and with tech stocks having a rough week, there is strong temptation to lock in gains. He would not touch the stock.
HIGH
14:40
Jun 27
Jun 27
The author lists multiple sectors and tickers that have been down, asking rhetorically where money has gone, which is a thematic read-through basket with no explicit positions or forward calls.
03:55
Jun 27
Jun 27
Retail investors who bought SpaceX shares during its IPO are now underwater after record first-week buying of 405 million dollars.
00:24
Jun 27
Jun 27
SpaceX orbital compute will beat terrestrial.
The cost to put a gigawatt of compute into space using reusable Starship will be about $40 billion ($35B silicon + $5B launch), while terrestrial costs are already $60 billion and rising with power/labor inflation. This gives SpaceX’s orbital compute stack a durable cost advantage over terrestrial hyperscalers, making its AI token economics structurally superior once scaled.
MED
00:22
Jun 27
Jun 27
SpaceX is being added to the Nasdaq 100 on July 7th, marking the fastest inclusion in the index's history.
00:17
Jun 27
Jun 27
SpaceX officially set to join the Nasdaq-100 index on July 7th, 2026 according to the announcement.
23:00
Jun 26
Jun 26
The tweet promotes a tokenized ecosystem for creators on X but does not express a personal trading position or directional view on the ticker.
LOW
19:00
Jun 26
Jun 26
Watch SpaceX for index inclusion catalyst.
Seema Mody highlights two upcoming events as potential catalysts for SpaceX's stock: the company is expected to join the Nasdaq 100, with an update possibly as soon as tonight, which could force index funds to buy shares; and Fidelity's anti-flipping policy lifts on Monday, allowing retail investors to sell without penalty and potentially increasing volatility and selling pressure.
MED
18:55
Jun 26
Jun 26
Jeremy Grantham warns of a historic US equity bubble and recommends shifting to international equities, bonds, and metals, but the tweet is a research summary without an explicit author position.
18:00
Jun 26
Jun 26
SpaceX valuation is a bubble peak.
SpaceX's recent IPO at a $2 trillion valuation relies on extravagant extrapolation of its addressable market and a currently inferior AI. This is exactly the kind of speculative peak seen at market tops, and it is likely to crash like Amazon did in 2000 before possibly recovering later.
HIGH
16:29
Jun 26
Jun 26
Massive lockup expiration will pressure SpaceX shares.
The dominant factor for SpaceX’s stock over the coming months is the unlock of roughly $800 billion of locked-up shares from early investors who are price-insensitive and will sell for liquidity, creating significant near-term selling pressure that will outweigh the positive flows from potential NASDAQ 100 inclusion.
HIGH
14:59
Jun 26
Jun 26
The author observes capital rotating back into space sector ETFs and oversold names as SPCX IPO hype fades, but does not state a personal position or forward call.
13:09
Jun 26
Jun 26
SpaceX is a huge long-term growth opportunity.
SpaceX is the world's leading space infrastructure company and now a public benchmark for the space economy. Despite short-term volatility post-IPO, the long-term growth opportunity is huge, as it sits at the center of a massive orbital infrastructure build-out.
HIGH
12:29
Jun 26
Jun 26
SpaceX poised for AI and Starlink disruption
SpaceX is undervalued at ~$150 with a $250 price target, driven by its ability to build AI infrastructure and disrupt the $2 trillion communications market via Starlink's improving mobile service; the company's engineering strength and unique data position it to dominate both physical and digital AI.
HIGH
12:25
Jun 26
Jun 26
SpaceX's $25 billion bond sale is suffering steep losses with paper losses exceeding $300 million as fast-money investors exit and concerns over valuation and cash flow weigh on prices.
11:34
Jun 26
Jun 26
Argus Research initiates coverage of SPCX with a hold rating according to the report.
About SPCX Analyst Coverage
Buzzberg tracks SPCX (Space Exploration Technologies Corp.) across 101 sources. 91 bullish vs 14 bearish calls from 199 analysts. Sentiment: predominantly bullish (10%). 736 total trade ideas tracked. Past 7 days: 9 bullish, 4 bearish, 71 watch. Latest voices: Nancy Tengler, DeItaone, __con_.