#VyCapitalSpaceXStake
About VyCapitalSpaceXStake
Vy Capital, un investisseur précoce de SpaceX, détiendrait environ 40 milliards de dollars d’actions SpaceX, soit environ 3,4 % de la société, ce qui en fait son cinquième plus grand actionnaire. Vy a investi pour la première fois dans SpaceX en 2016, alors qu’elle était évaluée à environ 15 milliards de dollars. Dans une récente lettre d’investisseur, Vy a indiqué que SpaceX pourrait dépasser une valorisation de 10 tonnerres de dollars en 5 à 7 ans si sa thèse à long terme se concrétise. Cette divulgation renouvelle l’attention sur la capacité de la croissance commerciale de SpaceX à soutenir une telle valorisation.
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$SPCX is a good reminder that markets rarely move exactly how we expect.
A stock can look overdue for a pullback, yet keep showing relative strength while the broader market struggles.
That’s why positioning matters just as much as the narrative. When momentum stays strong against the market, fighting the trend can get expensive very quickly.
The bigger question now is whether this strength is sustainable or simply positioning ahead of the next major macro catalyst.
#美联储三年来首次加息25个基点
币圈-李小霄
Je ne m'attendais vraiment pas à ce que $SPCX soit aussi solide, si solide que je le regrette maintenant.
Au début, je pensais qu'après avoir monté au-dessus de 150, il y aurait forcément une correction.
Je ne pensais pas qu'à l'ouverture, il ne baisserait qu'un peu.
Je pensais être le prochain Buffett, le prochain gourou de la bourse.
Mais à la seconde suivante, je me suis retrouvé coincé, voyant que le grand rocket ne permet pas la vente à découvert.
Quand tout le marché baisse, le grand rocket parvient toujours à suivre une tendance indépendante.
Ces derniers jours, le marché semble calme avant la tempête, apparemment paisible mais en réalité pas du tout.
Vous pensiez que cette vague de hausse des taux était terminée ? C'est souvent un piège caché !
Cette fois, les fonds ne sont pas importants, je vais juste jouer avec le grand rocket, voyons si tu peux me faire exploser ?
#美联储三年来首次加息25个基点
-11,16 %
Instantané au 17 sept. 2026 à 18:13
$SPCX — When the target price catches up, the real question is: what’s already priced in? 🚀
HSBC just raised its SpaceX target price to $150, while the current price is already around $144.
At first glance, that sounds bullish. But when a target price is only a few dollars above the market, it also suggests the stock may no longer be considered cheap.
SpaceX’s valuation is being built on three layers:
Starlink + launch business — the core business already generating value.
#DailyOrbit
This surge isn't about the token, it's about the real stock.
$xSPCX This bullish candle's judgment point isn't on-chain, it's on Nasdaq.
The next Starship test flight is confirmed for late September, the first attempt to send the new generation Starlink satellites into orbit—this is a test of execution, not just hype. Meanwhile, the Nasdaq 100 is about to reset its weighting, and passive funds will have to buy SpaceX according to the weights#FedFirst25BpsHikeSince23 #CryptoTaxAndBTCReserve
A $40B stake is evidence of how far an early bet can travel, not proof of the next valuation milestone. Vy Capital's projection that SpaceX could exceed $10T within 5-7 years sets a much higher bar.
My read: the key test is whether expansion into AI and orbital compute can generate earnings that justify the ambition. A long investment horizon helps, but does not settle that question.
#VyCapitalSpaceX40BStake
That night SpaceX put everything on the line.
December 21, 2015. Nearly 11 years later and it hits just as hard.
Return to flight after a rocket failure six months earlier. First Full Thrust Falcon 9. First attempt to land an orbital-class booster on land.
They had tried the droneship and failed. They had never successfully landed anything.
In mission control it was a tense count.
They went for it.
Nine minutes later a rocket that had just thrown satellites toward orbit dropped out of the Florida dark. A camera on the back of the booster caught the engines lighting, still one of the most insane images in spaceflight. Legs out. The Falcon has landed.
That was the peak of everything they had been working toward. The whole industry said it was impossible. They bet the company on that night anyway.
Spaceflight has never been the same.
Elon Musk says Tesla and SpaceX need their own chip manufacturing capacity if they want to keep scaling AI, robotics and autonomous cars.
His argument is simple: if chip supplies from Taiwan are disrupted, the consequences could be massive. And with existing fabs already running at full capacity, Musk says there are only two options:
“Either build Terafab or fail to scale.”
Tesla and SpaceX are already building an R&D chip fab in Austin, with the first useful chips potentially coming by the end of next year.
INTERESTING: A VC firm with just four investment staff has built a $40 BILLION stake in SpaceX, per FT.
Vy Capital owns roughly 3.4%, making it the company’s fifth-largest shareholder, ahead of the disclosed holdings of Sequoia and Andreessen Horowitz.
It first invested in 2016 at a roughly $15 BILLION valuation.
The firm's assets under management jumped from $27 BILLION at year-end to $50 BILLION in June.
$SPCX
