#HSBCRaisesSpaceXTarget
About HSBCRaisesSpaceXTarget
HSBC raised its SpaceX price target from $117 to $150 on Sept 15. With the stock near that level, the move reads as acknowledging improved expectations rather than signaling upside. Early investor Vy Capital disclosed a $40B stake and projected SpaceX could exceed $10T within 5-7 years. Wall Street targets range from $150 to $300, reflecting public market focus on capex and earnings delivery. Is SpaceX a space and telecom company, or an AI infrastructure platform to be priced differently?
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$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
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.
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
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
$SPCX 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.”