tylermcclellan
@tylermacro10
Global macro (PM & Research) 20yrs: in Paris now.
Joined March 2016
2.2K Following 4.5K Followers
122% revenue cagr from one of the biggest companies in the world
And this is from the worlds richest man who presumably has a lot of insight.
& you guys want them to cut rates?
At current revenue multiples, this alone adds $20T in market cap from 2025 to 2030
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@tylermacro10 From SpaceX's actual 2025 revenue of $18.67B, reaching ~$1T by 2030 implies roughly 122% CAGR over 5 years. To ~$3.5T around 2033 is about 92% CAGR over 8 years. The $100B ARR by end-2026 would require a sharp near-term acceleration from that base.
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