Shay Boloor(@StockSavvyShay):This is exactly how I think about $SPCX because market is still valuing the business SpaceX has today instead of the platform it is building for tomorrow. $AMZN looked like retail before AWS, Prime and advertising while $TSLA looked like an automaker before energy, autonomy and robotics because the infrastructure came before the monetization. I think launch, Starlink and AI could create same kind of valuation reset in a couple years for SpaceX as new businesses get built on top of that infrastructure which is why I’m hoping to keep building it into a top 5 position in my family portfolio.

2026.09.26 14:51

This is exactly how I think about $SPCX because market is still valuing the business SpaceX has today instead of the platform it is building for tomorrow. $AMZN looked like retail before AWS, Prime and advertising while $TSLA looked like an automaker before energy, autonomy and robotics because the infrastructure came before the monetization. I think launch, Starlink and AI could create same kind of valuation reset in a couple years for SpaceX as new businesses get built on top of that infrastructure which is why I’m hoping to keep building it into a top 5 position in my family portfolio.