Company
SpaceX
- Episodes
- 51
- Share
- 5.0%
- Shows
- 43
- Net sentiment
- +0.45
Down from 5.3% of episodes in the weeks before; net sentiment was +0.51.
Bullish 21Mixed 13Neutral 13Bearish 4
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on SpaceX. Longest episodes first.
Bullish 21
- Dominates launch market and reuses boosters far more often than competitors.OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · TBPN · Oct 14
- Elon argues it could eventually be worth orders of magnitude more than the global economy.OpenAI Bulk-Solves 722 Math Problems, Anthropic’s Cruelty Policy, and Elon’s Quadrillion-Dollar SpaceX | EP #302 · Moonshots with Peter Diamandis · Oct 15
- Huang discusses partnering on orbital data centers and SpaceX's growing compute buildout.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2Pod with Brad Gerstner and Bill Gurley · Oct 15
- Described as a large compute buyer with plans for orbital data centers using Nvidia hardware.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Acquired spectrum that could enable a wireless carrier, threatening existing carriers.Apple's HomeView has an app problem · The Vergecast · Oct 16
- Analysts largely rate it a buy, though it needs financing that may dilute shareholders.Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65 · Money Matters with Dean Greenberg · Oct 12
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- Hosts expect Starlink-based mobile service to disrupt carriers with better, cheaper offerings.SpaceX Wants To Sell You A Phone Plan, Starbucks Wants To Buy Chipotle & LADWP Sent Us A $3,000 Bill | GCP 1032 · Group Chat · Oct 12
- Described as the leading space company, held by Tema funds including pre-IPO exposure.The S&P 500 Is Only 50 Stocks. 70% of the Index Is in a Correction. Did the Sell-Off Already Happen? · Excess Returns · Oct 18
- Management cites its 11 million subscribers as proof that satellite connectivity works at scale.ENSILICA PLC - Final Results for the financial year ended 31 May 2026 · Investor Meet Company - Audio Archive · Oct 13
- Trading above its IPO offering price, used as a reference point for Anthropic.Episode #111: Anthropic's IPO Comes With an Existential Risk Warning · Stewart Squared · Oct 15
- Starlink and reusable rockets cut launch costs and are central to military and allied space capability.You Can't Deter With Just a Shield: NATO's Space Gap, with MG (Ret.) Devin Pepper · The Future of GovCon · Oct 13
- Starlink mobile seen as a fast-growing threat with a strong profit and large projected revenue.Why Fortnite Is Now Hollywood’s Biggest Marketing Machine · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 16
- Host holds the stock and is bullish, citing Grok plans and enterprise monetization.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Hirsch owns it and believes Elon Musk's ventures keep delivering despite skepticism.Inflation And The AI Supercycle · Investing With IBD · Oct 14
- Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Hosts see SpaceX tech and Tesla converging, with the Roadster as a step toward that merger.We Review ‘You Can See Everything’, Tesla Unveils Rocket Powered-Roadster | Diet TBPN · TBPN · Oct 17
- Lower launch costs enable cheaper, more capable military satellite deployment.275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets · The Bid - An Investing Podcast from BlackRock · Oct 16
- Parent balance sheet backing XAI compute debt, which trades at a premium.Chamath Palihapitiya: The AI Private Credit Bubble Explained · Deep Values · Oct 15
- Described as critical to US defense.Joe Lonsdale: The Global A.I. Race · Brian Kilmeade Show · Oct 12
- THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
- Had excess compute capacity and sold it to Anthropic in a major deal.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
Bearish 4
- Host criticizes Starlink restrictions affecting Ukrainian military operations and questions private control.Who Controls the World's Energy? Oil Pipelines, Baku, Russia, Germany -Worldwide Kill Box · Psychopath In Your Life with Dianne Emerson · Oct 15
- Massive IPO supply and lockup unlocks could pressure prices.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Starlink service interruptions for Ukraine highlight reliability risk and push Europe toward alternatives.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Its large listing is cited as draining corporate support from the equity market.Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26 · Squawk Pod · Oct 13
Mixed 13
- Starlink access restrictions disrupted Ukrainian drone operations, highlighting US government control of the system.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- Expected mega-IPO could absorb huge capital, with valuation outcome uncertain.AI Productivity Is Real. 83% of Stocks Are 10% Off Highs. Why Does Barry Ritholtz Like Bonds Again? · Excess Returns · Oct 14
- Praised for breakthrough rockets but raises concerns over one individual controlling critical military communications.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
- Ambitious wireless entry could threaten incumbents but requires heavy spending and carries execution risk.Why Elon Musk wants to sell you cell service · Decoder with Nilay Patel · Oct 17
- Consolidating Grok, Cursor and X subscriptions into one plan, with uncertain synergies.Who's Still Paying for Claude? Claude Max 20x vs The X Subscription (Cursor, Grok Bot) | Will the Anthropic IPO End the $200 Plan? | Meta's Muse Wonder & Gemini 4 Argon | The Tech Tier List | EP35 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 16
- Mentioned as a very large private-to-public valuation example reflecting the market's appetite for scale.Oren Zeev on why to stay small and solo, and the nature of AI investing today. · Venture Unlocked: The playbook for venture capital managers · Oct 14
Show 7 moreShow fewer
- Spectrum purchase could enable a low-cost mobile carrier, but telecom competition is hard.9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26 · Squawk on the Street · Oct 12
- Large debt raise for Nvidia chips and data centers, but wide credit spreads and share supply concerns.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Starshield service restrictions disrupted Ukrainian military communications before being restored.October 16th, 2026: Ukraine Resumes Russian Oil Strikes & Moscow's Massive New Drone Base · The President's Daily Brief · Oct 16
- Reportedly restricted Ukraine's Starlink access for fast-moving drone operations.Kicking Kyiv: Trump’s doubtful deals · Economist Podcasts · Oct 14
- Strong revenue growth and a big AI data center business, but heavy capex, cash burn and a rich valuation.SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? · Chip Stock Investor Podcast · Oct 13
- Starshield restrictions disrupted Ukrainian military use, raising questions about reliability and political pressure.PDB Afternoon Bulletin | October 14th, 2026: Can Saudi Arabia Finally Defeat the Houthis? & Ukraine’s Starshield Restrictions · The President's Daily Brief · Oct 14
- Starlink entering mobile bandwidth could compete with major carriers, though rural-only impact is seen as limited.Thursday - October 15, 2026 · The Dividend Cafe · Oct 15
Neutral 13
- Discussed in relation to Musk's space ambitions and merger with xAI.Eric Weinstein: The Secret Alien Programs Nobody Is Talking About · The Diary Of A CEO with Steven Bartlett · Oct 12
- Mentioned as technology partner for Tesla's Roadster and merger speculation.Flying Tesla Car, Robot Brains Halving in Cost Every 3 Weeks, and Why Incentives Decide AI Alignment | #303 · Moonshots with Peter Diamandis · Oct 17
- Discussed as the partner in the roadster demo and a possible merger with Tesla.Flying Cars, OpenAI Spies, Why AI Isn’t Sticking (Superhuman CEO) · This Week in Startups · Oct 17
- Mentioned only in passing as part of Musk's work and determination.Lessons from Napoleon, Steve Jobs, Joan of Arc & Other Leaders | Ben Wilson · David Senra · Oct 14
- Mentioned only as a Musk business with a Texas presence.I Know Who Will Go Next in Trump's Reign of Chaos · Inside Trump's Head · Oct 18
- Central to the rocket-thruster technology and founding narrative; no investment view given.Why It Has To Be Elon Musk? · Deep Values · Oct 18
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- Mentioned as a recent IPO adding to the wealth dynamics discussed.Why Ray Dalio is Worried About an AI Bubble · The Most Interesting Thing in AI · Oct 14
- Mentioned only as buying cellular spectrum licenses from Grain Management.(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting · Sharp Tech · Oct 15
- Mentioned for buying spectrum, which could affect mobile phone companies.Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief · In Good Company with Nicolai Tangen · Oct 16
- Mentioned as Musk's rocket company with integration tied to the Roadster's rumored flight features.Can Tesla’s New Roadster Live Up to Nearly a Decade of Hype? · WSJ Tech News Briefing · Oct 15
- Limited Ukrainian access to Starlink, which drones use.Rising American inflation; Starlink limits service in Ukraine, and more · The World in Brief from The Economist · Oct 15
- Its rocket thrusters powered the Roadster demonstration flight.A lousy week for tech stocks; Trump’s press secretary is out, and more · The World in Brief from The Economist · Oct 17
- Its Starlink service is at the center of Ukrainian military usage restrictions.Zelensky claims Starlink restrictions were deliberate; Protests flare up across France, and more · The World in Brief from The Economist · Oct 18
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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