#HSBC Verhoogt SpaceX Doel
About HSBC Verhoogt SpaceX Doel
HSBC verhoogde op 15 september zijn koersdoel voor SpaceX van $117 naar $150. Met de aandelenkoers dicht bij dat niveau, wordt deze stap gezien als een erkenning van verbeterde verwachtingen in plaats van een signaal voor verdere stijging. Vroege investeerder Vy Capital maakte een belang van $40 miljard bekend en voorspelde dat SpaceX binnen 5-7 jaar meer dan $10 biljoen waard kan zijn. De koersdoelen op Wall Street variëren van $150 tot $300, wat de focus van de publieke markt op kapitaaluitgaven en winstgevendheid weerspiegelt. Is SpaceX een ruimtevaart- en telecombedrijf, of een AI-infrastructuurplatform dat anders gewaardeerd moet worden?
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HSBC Verhoogt SpaceX Doel Populaire berichten
$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
Ik had echt niet verwacht dat $SPCX zo sterk zou zijn, zo sterk dat ik er nu spijt van heb
In het begin dacht ik dat het zeker een correctie zou krijgen nadat het boven de 150 was gestegen
Maar bij de opening daalde het slechts licht
Ik dacht dat ik de volgende Buffett zou zijn, de volgende aandelenlegende
Maar de volgende seconde zat ik alweer vast, de grote raket laat geen shortposities toe
Terwijl de hele markt daalt, weet de grote raket altijd een onafhankelijke beweging te maken
De afgelopen dagen lijkt de markt kalm, maar er hangt onweer in de lucht, het is schijnbaar rustig maar dat is het niet
Dacht je dat deze renteverhogingsgolf voorbij was? Vaak zit er een addertje onder het gras!
Dit keer is het kapitaal niet groot, ik speel gewoon met de grote raket, kijk of je mij kunt laten exploderen?
#美联储三年来首次加息25个基点
-11,16%
Momentopname op 17 sep 2026, 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
