Company
SpaceX
- Episodes
- 37
- Share
- 3.5%
- Shows
- 37
- Net sentiment
- +0.23
Bullish 10Mixed 7Neutral 15Bearish 5
The episodes that named it
Why each one was bullish, bearish or in between on SpaceX. Longest episodes first.
Bullish 10
- Praised as pushing NASA and space innovation forward with cheaper technology.The Scott Adams School 09/23/2026 · Real Coffee with Scott Adams · Sep 23
- Discussed as a model for industrializing space hardware and scaling Starlink production.BSV Podcast 0175: Source Energy · Eye of the Dragon · Sep 24
- Falcon launch cadence and planned orbital data centers support its long-term growth case.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Recent IPO and Starlink expansion cited as a physical-industry success.Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries · Sourcery · Sep 21
- Wood highlighted SpaceX as a top holding and noted its quick index inclusion.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
- Cited as a leading commercial launch provider displacing government-funded space efforts.Inside the Rise of a $60B Space Force Organization with Alan Brechbill · From The Top with Chad Hesters · Sep 23
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- Described as a lifetime-hold bet on humanity and space, with a large addressable market.Michael Thompson, Board Member at Oklo & Joby on Betting on The Future · We The Builders · Sep 26
- Starship aims to drive launch costs down and plans orbital AI compute demonstrations.272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy · The Bid - An Investing Podcast from BlackRock · Sep 25
- Starship and Starlink operations position it as the main launcher for orbital data centers.5. AI - Orbital Data Centers Power AI - JOE PISTRITTO & DAVID LIVINGSTON( HOTEL MARS) 092426 · The John Batchelor Show · Sep 24
- Shares rose on reports of an expanded Pentagon Starshield satellite contract.Fed's Decisive Move!! · The ELEVEN: US Markets · Sep 21
Bearish 5
- Its IPO and large market-size claims exemplify overly optimistic late-cycle enthusiasm.Jim Chanos | Founder of Kynikos Associates | Enron, Beyond Meat, and the "Golden Age of Fraud" · Trinity SMF Podcast · Sep 22
- Hosts call its valuation absurd given revenue losses and bonds trading below par.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Grouped into the generic AI risk bucket with credit default swaps trading at cheap levels.Why the Fed May Have to Hike Far Higher Than Expected | Henry Peabody on the Fed’s Triple Mandate and Uneven Transmission of Monetary Policy · Monetary Matters with Jack Farley · Sep 24
- Valuation far above estimated Starlink worth; float expansion from lockups could pressure shares.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Discussed as a hyped stock whose insiders may already have made the easy money.Mark Skousen: Why He's Still 100% Invested at All-Time Highs · Wealthion · Sep 21
Mixed 7
- Retiring Falcon 9 removes most rideshare supply, but Starfall demand is strong.Weekly Recap #52 + Exolaunch Interview · Space Times · Sep 21
- Expected to be a major IPO whose pricing is considered high by some speakers.VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341 · This Week in Startups · Sep 23
- Seen as the first AI IPO via xAI and possibly a vertically integrated chip producer with strong government ties.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Viewed as a must-own name for index inclusion, but valuation is seen as high.Innovative ETF Investing Strategies · Money Tree Investing · Sep 25
- Mentioned as a company receiving concentrated mega-round venture capital.#027 Josh Lerner on Venture Capital, Rethinking Innovation, and Shared Knowledge as a Competitive Strategy · Shaping Science with Nick Dirks · Sep 21
- Starlink growth is strong, but valuation concerns and insider lockups weigh on the stock.Apple and Meta Just Dropped New Tech (3 Stocks Most Investors Are Missing) · MarketBeat | Stock Market News & Analysis · Sep 24
Neutral 15
- Mentioned only in passing in the context of space-based data centers.Palantir Founder: How a Middle-Class Kid Built a Billion-Dollar Empire · The Robby Starbuck Show · Sep 21
- Nasdaq 100 rebalancing will more than double its index weighting, prompting passive buying.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Its S1 cyber risk disclosures, including satellite and AI-related risks, are used as a comparison.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
- Mentioned as an IPO with large retail participation.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Musk's claims about SpaceX valuation are cited as overstated promises.Where Is the Government on AI? #157 · The Western Bubble · Sep 21
- Guest finds it interesting but avoids a call due to post-IPO lockup and selling dynamics.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
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- Reported talks to buy startup data to train its xAI models; described factually.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Cited as an example of a private company's huge growth captured mostly before its public listing.The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy? · Two Quants and a Financial Planner · Sep 21
- Referenced as the only other company flying a full-flow stage combustion engine and in comparisons on reuse.The Stoke Space Factory Tour with CEO Andy Lapsa · Valley of Depth · Sep 23
- Mentioned as a competitor that has also acquired spectrum and operates in launch and broadband.Why Space Infrastructure Costs 10x Less Now | Peter Beck · MTS · Sep 22
- Mentioned as one of few companies building a software-first factory approach.Reindustrializing the West - with Alexander Fitzgerald (Isembard) · The Defense Brief · Sep 23
- Mentioned only as a partner in a military-industrial partnership.Andurils Big Brother Border Wall!!! · INN News · Sep 22
- Starlink service has been important to Ukraine, though Zelenskyy also raised concerns about China and Russia drone technology.An Exclusive Interview With Ukraine’s President Zelensky · The Journal. · Sep 23
- Mentioned as a possible public listing with speculative valuation estimates.Crosswire — September 24, 2026 · Crosswire · Sep 24
- Reportedly held informal talks about buying data to train Grok.The Daily Disruptor: Anthropic's Pre-IPO Model · The Angus Briefing · Sep 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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