📉🔴 𝕊ℙ𝔸ℂ𝔼𝕏 𝕂𝕀𝔸 𝕐𝕆𝕌 𝔻𝕆 𝕀ℙ𝕆 ⋙ 𝗧𝗘𝗦𝗟𝗔 𝗪𝗔𝗦 𝗖𝗛𝗔𝗥𝗚𝗘𝗗 𝗧𝗛𝗘 𝗕𝗘𝗧𝗧𝗘𝗥 𝗠𝗢𝗩𝗘 𝗗𝗢 𝗡𝗢𝗧 𝗕𝗘𝗟𝗜𝗘𝗩 𝗜𝗧 ❓
SpaceX has lost much of the hype that marked its debut on Nasdaq.
The stock
$SPCX has traded near $123, below the $135 IPO price and approximately 40% under the $225 peak reached in the first few sessions.
The issue isn’t a lack of potential.
It’s the price charged for that potential.
SpaceX still trades near 100 times its annual revenue—an multiple that requires years of nearly flawless execution to be justified.
Even after the drop, the company maintains a market value close to $2 trillion.
🔥Meanwhile, Tesla delivered more than 480,000 vehicles in Q2 2026, beating expectations and showing demand recovery.
And Tesla’s thesis doesn’t rely only on cars.
Robotaxis, autonomous driving, robotics, and Tesla Energy continue to support an important part of the stock’s premium.
The Megapack battery division may also benefit from the expansion of data centers and artificial intelligence infrastructure.
🧠But Tesla is far from cheap, too.
Its forward price-to-earnings multiple is near 172x, while competition from BYD, Xiaomi, and other Asian companies continues to grow.
The difference is simple:
▸SpaceX sells an almost infinite vision, but still needs to prove the valuation.
▸Tesla already delivers revenue at scale, but needs to deliver on the promises of autonomy, energy, and robotics.
🔥The real question isn’t which Musk company has the prettiest story.
▸It’s which offers the best trade-off between:
▸Price
▸Growth
▸Risk
▸And execution.
👇 Today, would you choose SpaceX »
$SPCXB » below the IPO or Tesla with more visible results?
#SpaceX #Tesla #mercados