$SPCX First technical adjustment, time to stack up!
Why am I still bullish on $SPCX ?
Actually, SPCX's three major business lines create a flywheel effect.
SpaceX isn't just a single rocket company; it's three interlocking sectors:
1. Launch Services: Completing 165 orbital launches by 2025, with 500 milestones for Falcon 9. The cost per launch has dropped from the industry standard of $400 million to $62 million. The Falcon 9 booster has achieved 29 successful reuses with a success rate over 99%. 
2. Starlink Satellite Internet: Low latency (25-60 ms), high speed (up to 215 Mbps), far surpassing traditional geostationary satellites at about 20 Mbps. Laser links create a mesh network, with each satellite serving up to 4,000 users. Terminal costs have fallen from $3,000 at launch to $600. 
3. Starship Next-Gen Rocket: The FAA has authorized increasing Starbase's launch frequency from 5 to 25 times a year. If Starship achieves scalable operations, launch costs will drop another order of magnitude, unlocking orbital freight, space tourism, and deep space missions. This trio of businesses forms a self-reinforcing flywheel: launch revenues fund R&D, cheaper rockets deploy more satellites, more satellites bring in more Starlink users and revenue, and more revenue is reinvested into next-gen technologies.
In the short term, passive buying from index inclusion and underwriter reports may drive the stock price higher. In the medium term, September earnings and Cursor integration progress are critical validation points. Long-term, if any of Starship's commercialization, AI satellite constellations, or Terafab chip factories succeed, the current valuation will be redefined.
Short term target of $220-250 (corresponding to index inclusion and report catalysts), medium term target of $300-350 (corresponding to AI business ramp-up and profitability inflection), and a long-term target of over $500 (corresponding to the realization of the platform vision).
$SPCX picking up passengers 👇
Why am I still bullish on $SPCX ?
Actually, SPCX's three major business lines create a flywheel effect.
SpaceX isn't just a single rocket company; it's three interlocking sectors:
1. Launch Services: Completing 165 orbital launches by 2025, with 500 milestones for Falcon 9. The cost per launch has dropped from the industry standard of $400 million to $62 million. The Falcon 9 booster has achieved 29 successful reuses with a success rate over 99%. 
2. Starlink Satellite Internet: Low latency (25-60 ms), high speed (up to 215 Mbps), far surpassing traditional geostationary satellites at about 20 Mbps. Laser links create a mesh network, with each satellite serving up to 4,000 users. Terminal costs have fallen from $3,000 at launch to $600. 
3. Starship Next-Gen Rocket: The FAA has authorized increasing Starbase's launch frequency from 5 to 25 times a year. If Starship achieves scalable operations, launch costs will drop another order of magnitude, unlocking orbital freight, space tourism, and deep space missions. This trio of businesses forms a self-reinforcing flywheel: launch revenues fund R&D, cheaper rockets deploy more satellites, more satellites bring in more Starlink users and revenue, and more revenue is reinvested into next-gen technologies.
In the short term, passive buying from index inclusion and underwriter reports may drive the stock price higher. In the medium term, September earnings and Cursor integration progress are critical validation points. Long-term, if any of Starship's commercialization, AI satellite constellations, or Terafab chip factories succeed, the current valuation will be redefined.
Short term target of $220-250 (corresponding to index inclusion and report catalysts), medium term target of $300-350 (corresponding to AI business ramp-up and profitability inflection), and a long-term target of over $500 (corresponding to the realization of the platform vision).
$SPCX picking up passengers 👇