SpaceX ipo valuation just proves that amazon is ultimate value play with disciplined growth and profit metrics
u/Donechrome ·
Reddit — r/ValueInvesting
· May 23, 2026 at 13:57
· ⬆ 20 pts
· 💬 25 comments
| View on Reddit ↗
AI Summary
Summary
Author argues that Amazon (AMZN) is deeply undervalued relative to SpaceX’s IPO valuation, citing Amazon’s dominance in cloud/AI, advertising, and space/satellite internet (Project Kuiper/Globalstar).
The thesis is that institutional investors mistakenly price Amazon as a low-margin retailer when it has structural advantages in multiple high-growth verticals, creating a “moat” that SpaceX’s hype should not overshadow.
The post is a brief opinion piece with no detailed financial data, relying on qualitative comparisons; it falls under speculation rather than well-researched DD.
Score20
Comments25
Upvote %68%
▶ Full Post Text
heads up i am busy man and dont like to drop detailed analysis - you can ask any AI to do research for you and even debate with it.
My message is as simple as is. Amazon Leo, Globalstar and outsourcing of big pipeline of new satellites is a Moat which just sit on Amazon stock as sort of Capex. Institutions price Amazon as Walmart with better margins while it is #1 cloud, cloud/Ai, third largest marketing layer and now actually second Space/satelite internet company.
but sure vanguards and blackrocks stuck with outdated iPhones and temporary gpu spikes. Now they subsidize SpaceX which merely should be valued at 10-20% of current Amzn valuation. Stupid or blind? Or both?
Amazon is the #1 cloud provider (AWS), #3 digital advertiser, and now a second-tier satellite internet operator (Kuiper/Globalstar), yet trades at a multiple similar to Walmart. The anticipated SpaceX IPO may draw attention to the satellite internet space, but Amazon’s existing infrastructure and capital expenditure for Kuiper create a comparable, potentially cheaper exposure to the same trend. Long AMZN as a diversified play on cloud, AI, advertising, and space—all underpinned by disciplined profitability, with the SpaceX valuation serving as a catalyst for repricing. Kuiper delays or cost overruns; AWS growth deceleration; SpaceX IPO could prove fully justified if its technology leapfrogs Amazon’s satellite plans.