| ▲ | cmiles8 a day ago | ||||||||||||||||||||||||||||
1) SpaceX is trading below its IPO price. If you bought shares at the IPO you’d have lost money, unless you sold on the pop. 2) Valuation aside, SpaceX has a massive moat. It’s crazy hard to do what they’re doing. Anthropic increasingly has zero moat, with the market rapidly coalescing around commodity open models. | |||||||||||||||||||||||||||||
| ▲ | paulpauper a day ago | parent | next [-] | ||||||||||||||||||||||||||||
1) SpaceX is trading below its IPO price. If you bought shares at the IPO you’d have lost money, unless you sold on the pop. "SpaceX (ticker: SPCX) was priced at $135 per share during its initial public offering on the Nasdaq on June 12, 2026." current price is $134 , give or take a dollar. | |||||||||||||||||||||||||||||
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| ▲ | bunderbunder a day ago | parent | prev [-] | ||||||||||||||||||||||||||||
It remains to be seen whether SpaceX just drained their own moat when they canceled Falcon 9. They’ve now got all their eggs in a new basket. A basket that isn’t entirely in working order yet, and whose market viability is still uncertain because it remains to be seen whether a market that’s used to panniers really wants a laundry hamper. | |||||||||||||||||||||||||||||
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