SpaceX board member Antonio Gracias: I plan on holding my stake for as long as I can

Watch on YouTube ↗  |  June 12, 2026 at 18:05  |  5:52  |  CNBC
Speakers
Antonio Gracias — Founder and CEO of Valor Equity Partners, SpaceX Board Member

Summary

SpaceX board member Antonio Gracias discusses the company's public debut, explains why he plans to hold his personal stake, and lays out the long-term vision for SpaceX's integrated energy-to-compute stack, AI compute opportunity, and multi-planetary mission.

  • Antonio Gracias, SpaceX board member and second-largest shareholder after Elon Musk, plans to hold his stake for as long as possible.
  • SpaceX views its total addressable market at $28.5 trillion, with $22.7 trillion in enterprise AI applications.
  • The company is building an integrated system from energy utilization to world-leading coherent compute clusters to orbital launch.
  • SpaceX's AI compute offering and real-time data advantage are expected to attract enterprise clients and drive share gains over time.
  • Gracias believes the shares will create exceptional long-term value and that the company is one of the most successful in human history.
Ideas
Antonio Gracias Founder and CEO of Valor Equity Partners, SpaceX Board Member 0:57
Hold SpaceX for exceptional long-term value
SpaceX board member Antonio Gracias says he plans to hold his stake as long as possible and frames SpaceX as an exceptional long-term value creator across energy, compute, orbital compute, AI, and multi-planetary infrastructure.
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This CNBC video, published June 12, 2026, features Antonio Gracias discussing SPCX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Antonio Gracias  · Tickers: SPCX