The beginning of the techpocalypse!*

Posted by Stu on June 5, 2026, 14:13:17, in reply to "stonks* :("

Previous Message Previous Message The valuation is a joke. The fact that Musk basically already has control of the shares he supposedly only receives if humans colonize Mars is absurd. The indexes changing their rules to create liquidity at the behest of SpaceX insiders is borderline criminal. Fortunately, the S&P 500 seems to have somewhat come to their senses: https://finance.yahoo.com/markets/stocks/articles/p-not-change-rules-allow-230217103.html Chicken Little poster child

Current EBITDA: $6.58 billion

Posted by Stu on June 5, 2026, 14:05:04, in reply to "the Goldman book says company EBITDA will be $352b on $470b in revenue in 2030. Sounds good!*"

Seems totally plausible for a company whose valuation is based on AI superiority and

Posted by doubledown on June 5, 2026, 10:11:20, in reply to "the Goldman book says company EBITDA will be $352b on $470b in revenue in 2030. Sounds good!*"

orbital data centers but so far only has a third tier distilled model and can't figure out how to deliver a car to people who preordered it like 9 years ago. Yeah, I'm sure they'll get it all sorted out in the next 4 years. We're watching a cautionary tale about the dangers of unfettered oligarchical crapitalism emerge in real time. Previous Message Previous Message The valuation is a joke. The fact that Musk basically already has control of the shares he supposedly only receives if humans colonize Mars is absurd. The indexes changing their rules to create liquidity at the behest of SpaceX insiders is borderline criminal. Fortunately, the S&P 500 seems to have somewhat come to their senses: https://finance.yahoo.com/markets/stocks/articles/p-not-change-rules-allow-230217103.html

That’s pretty good margin.*

Posted by DocWalk20 on June 5, 2026, 10:05:19, in reply to "the Goldman book says company EBITDA will be $352b on $470b in revenue in 2030. Sounds good!*"

Previous Message Previous Message The valuation is a joke. The fact that Musk basically already has control of the shares he supposedly only receives if humans colonize Mars is absurd. The indexes changing their rules to create liquidity at the behest of SpaceX insiders is borderline criminal. Fortunately, the S&P 500 seems to have somewhat come to their senses: https://finance.yahoo.com/markets/stocks/articles/p-not-change-rules-allow-230217103.html

Cramer just did a nice piece on that on Mad Money

Posted by Potomac on June 5, 2026, 17:53:37, in reply to "Just saw the S&P news, glad to see sanity prevail.*"

Complimenting S&P and contrasting a passive S&P fund with other passive funds focused on NASDAQ or indexes with different rules. He mentioned that some of these big names may not be included for quite a while because S&P requires a profit (of a particular kind). But I am glad that some index will let in these massive IPOs because they are too big to ignore. Passive investors need a way to participate in their market activity. Previous Message