InvestAnswers
@Investanswers
가입 May 2009
973 팔로잉 중 289.8K 팬
Pretty amazing how off people are about $SPCX.
It is a gift.
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
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