US · 10 entries · 9 publications
Space Exploration Technologies Corp
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · OptionsANIMAL · Greg Jensen
After a wild ride in the markets over the last few years, a lot of folks in our OptionsANIMAL community are asking the exact same question: “How can I do better?” We all want a way to grow our wealth without repeating…
Substack · Compounding Your Wealth · Sergey
$NFLX, $SPCX Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Since publication SPCX −7.8% α −6.8 pp vs S&P 500 · USD
YouTube · Everything Money Plus
Substack · Accrued Interest · Accrued Interest (Simeon M.)
$SPCX made $1.66 billion from Starlink in Q2 2026 and lost $1.8 billion on everything else. First in a series: a value investor’s look at understanding SpaceX.
Since publication −4.3% α −4.3 pp vs S&P 500 · USD
Substack · Wall Street Insider Report · Dan Castro
+ $AMC, $SPCX & +17 Curated Cycle Analysis
Since publication SPCX −0.7% α −0.2 pp vs S&P 500 · USD
Substack · CompoundingAlpha · Nick Ridenour
A complete financial teardown of SpaceX post-IPO, the $15.8B AI bet, and why my DCF model shows a 46% CAGR in the bull case.
Since publication +6.5% α +6.5 pp vs S&P 500 · USD
Substack · Lorenzo2cents · Lorenzo Bastianelli
Potential + Valuation + $TSLA edging
Since publication SPCX +7.3% α +7.2 pp vs S&P 500 · USD
Substack · The Quant Investing Lab · marco garattoni
Earnings, lock-ups, and what analysts see for the long term
Since publication +28.3% α +27.3 pp vs S&P 500 · USD
Substack · Big Game
Caballeros del espacio.
Since publication SPCX +5.6% α +3.4 pp vs S&P 500 · USD
Substack · Insider Buying Insights
Why I Am Concerned After Reading This
Since publication −8.7% α −12.0 pp vs S&P 500 · USD
Substack · Insider Buying Insights
See what my exit plan is below
Since publication −8.7% α −12.0 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.