Bob Loukas 🗽(@BobLoukas):Think SpaceX is a long term hold, but also don't see how you can be that bullish on it here at $2T valuation. Feels fully baked for the foreseeable future. Growing at only 35% or so, Elon assets potentially into headwinds, maybe more in 2028. 20% or so from government contracts. Just feels like you're going to at some point get a significantly sweeter long term entry. $SPCX

Bob Loukas 🗽

@BobLoukas

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Bob Loukas 🗽@BobLoukas

2026.11.04 15:40

Think SpaceX is a long term hold, but also don't see how you can be that bullish on it here at $2T valuation. Feels fully baked for the foreseeable future. Growing at only 35% or so, Elon assets potentially into headwinds, maybe more in 2028. 20% or so from government contracts. Just feels like you're going to at some point get a significantly sweeter long term entry. $SPCX