The 7investing Podcast

← The 7investing Podcast5 aug · 29 min

SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?

SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?5 aug29 min

<p>47 days after SpaceX&#39;s record-breaking $75 billion IPO — the largest in history — Simon Erickson and Heather Horton dig into whether the stock is a buy now that shares have pulled back from their post-IPO highs. Learn about SpaceX&#39;s origin story, Elon Musk&#39;s Mars mission, and how the company slashed launch costs from over $18,000 per kilogram down to under $1,000. Simon breaks down SpaceX&#39;s three business divisions — Space, AI (xAI/Grok), and Connectivity (Starlink) — and explains why a 75x trailing revenue valuation, upcoming lockup expirations, and the $60 billion Cursor AI acquisition make this a &quot;buyer beware&quot; situation for investors.🔗 Free 7investing trial: https://7investing.com/subscribeThis is Part 1 of a multi-part SpaceX series on 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET.Stocks MentionedPublicly Traded:Tesla (NASDAQ:TSLA)NVIDIA (NASDAQ:NVDA) — mentioned re: GPUs powering SpaceX&#39;s data centersAT&amp;T (NYSE:T) — mentioned as a Starlink alternativeVerizon (NYSE:VZ) — mentioned as a Starlink alternativeSpaceX (NASDAQ: SPCX)Private/Not Publicly Traded:xAI (SpaceX division)Starlink (SpaceX division)Cursor AI (acquired by SpaceX)AnthropicOpenAIChaptersTime Chapter0:50 Welcome to 7investing Live2:21 SpaceX&#39;s Record $75B IPO4:44 SpaceX&#39;s Origin Story &amp; Elon&#39;s Mars Mission6:51 How SpaceX Slashed Launch Costs9:57 Why SpaceX Isn&#39;t Just About Profit10:32 SpaceX&#39;s Three Business Divisions12:25 Space Division: Rockets &amp; Launches13:42 AI Division: xAI, Grok &amp; the Colossus Data Center15:42 Connectivity Division: Starlink17:45 Buyer Beware: Is SpaceX Overvalued?18:41 Lockup Expirations Explained19:34 Elon&#39;s Voting Power &amp; the Tesla Comparison20:12 The $60B Cursor AI Acquisition22:33 SpaceX&#39;s Massive Capital Expenditures27:12 What&#39;s Next: Part 2 Preview#7investing #SimonErickson #SpaceX #ElonMusk #Starlink #xAI #IPOStocks #StockMarket #SpaceStocks #InvestingTips</p>