SPCX
SpaceX (IPO)Who's tracking it
People we track who have mentioned this stock — their take and the move.
Meta is in talks to lease compute to Anthropic in a $10B deal, referencing the profitable
The author notes the profitability of SPCX's $45B compute deal, which serves as a positive reference.
Source: X / @aleabitoreddit ↗Nebius signs $1B+ compute agreement with Reflection AI for GB300 access through 2029. Auth
Reflection AI also signed a multi-billion dollar agreement with SPCX, but no details or author's bullish/bearish stance given.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
Starlink Gen3 scaling to 100k units, creating capacity constraints for switch/CCL suppliers.
Source: X / @aleabitoreddit ↗Elon Musk's xAI has reportedly built an Anthropic Opus-level LLM with Grok 4.5, claiming h
xAI (via SPCX) has achieved a top-tier LLM (Grok 4.5) at lower cost, using aggressive pricing similar to Chinese vendors, which could disrupt the AI market and outperform Anthropic.
Source: X / @aleabitoreddit ↗Raymond James initiated coverage of SPCX (SpaceX proxy) with a Strong Buy rating, setting
Raymond James initiated coverage of SPCX with Strong Buy and $800 PT, valuing SpaceX at $10T. The author mocks this as a joke for retail, implying the bullish outlook is not credible.
Source: X / @aleabitoreddit ↗The author critiques retail investors' tendency to anchor on inflated private valuations,
The author notes anchoring in SPCX at $1.75T, implying potential market inefficiency or retail mispricing.
Source: X / @aleabitoreddit ↗Rakuten and AST SpaceMobile (ASTS) form a joint venture to build LEO satellite networks in
The joint venture is a strategic response to Starlink's growing influence, potentially increasing competition for SPCX in Japan.
Source: X / @aleabitoreddit ↗The author is highly bullish on the 2020-2030 decade, highlighting advancements in reusabl
Scaling massive reusable rockets for orbital compute.
Source: X / @aleabitoreddit ↗The stock $SPCX has dropped significantly in market cap after Jim Cramer's bullish call, i
Jim Cramer's bullish call at $210 was followed by a $583B market cap drop, indicating the call was incorrect.
Source: X / @aleabitoreddit ↗The author claims that Jim Cramer's blessing has negatively impacted even the SPCX ticker,
The author implies that Jim Cramer's positive mention (blessing) has led to a decline in SPCX, using it as evidence of a supposed 'Cramer effect'.
Source: X / @aleabitoreddit ↗Jim Cramer endorses $SPCX.
Jim Cramer gave his blessing.
Source: X / @aleabitoreddit ↗The author is surprised by the $60B acquisition of Cursor by $SPCX, speculating that netwo
The author believes the acquisition may have valuable network effects or data, and draws a parallel to the successful Twitter acquisition, implying potential for high returns.
Source: X / @aleabitoreddit ↗The author remarks that SPCX has reached a $2.5T market cap, attributing it to American en
The author notes the company's high valuation driven by hype rather than fundamentals, suggesting potential overvaluation but no clear directional trade.
Source: X / @aleabitoreddit ↗The author humorously stereotypes market participants from different countries: China focu
The author notes that American investors are bullish on futuristic assets like $SPCX and do not care about valuations, implying positive sentiment.
Source: X / @aleabitoreddit ↗The post announces that $SPCX is now trading with a market cap over $2.15 trillion. It pro
The author notes the ticker has started trading and has a large market cap, but provides no directional stance or specific analysis.
Source: X / @aleabitoreddit ↗Frankfurt Bank strategists suggest that overseas demand for SpaceX shares could refinance
The tweet emphasizes extraordinary overseas demand for SpaceX shares, implying strong investor interest that could positively impact the stock price.
Source: X / @aleabitoreddit ↗SpaceX to IPO on Nasdaq as $SPCX — largest IPO ever
Largest IPO in history (~$2T); lists ~June 12. Not yet trading.
Source: CNBC ↗
