#SpaceXMarketCapTops$1.613TPassingMeta 🚀 SPACE X JUST PASSED META… OR DID IT? 👀
Imagine telling investors:
“Revenue +92%, AI revenue +247%, and the stock is still ~40% below its peak.”
That’s basically what happened to
$SPCX .
After crashing to $107.01 on July 28, SpaceX ripped 15.83% in one session on Aug. 7 to close at $133.11.
Then the numbers started getting interesting. 👀
📊 Q2 DATA
• Revenue: $7.8B — +92% YoY
• AI revenue: $2.6B — +247% YoY
• Starlink: +1.7M net subscribers
• Net loss: $541M, sharply improved YoY
• Capex: $18.4B 😳
And here comes the plot twist…
The market initially hated that $18.4B capex bill. The stock dropped 8.56% after earnings.
Then investors looked again.
AI reached positive adjusted EBITDA.
The lockup fear didn’t trigger the expected avalanche of selling.
SpaceX is targeting a $100B annualized revenue run-rate by year-end 2026, with a $1T revenue target pulled forward to 2030.
Suddenly, the story changed from:
“SpaceX is spending WAY too much.”
to:
“Wait… what if they’re actually building something huge?”
🧠 SQUARE INSIGHT
The real story isn’t whether SpaceX briefly crossed Meta in market cap.
That figure around $1.613T hasn’t been independently confirmed by major sources.
The bigger signal is this:
Investors are starting to price SpaceX on future scale, not current profitability.
And that makes the $18.4B capex the biggest question mark.
🚀 Growth machine… or valuation bubble?
What do you think — SPCX has room to run, or is the market getting ahead of itself? 👀
#SpaceX #Aİ #Stocks #SquareInsight