When Ron Baron of Baron Funds sells out, then get worried. He’s a major holder of Tesla & SpaceX
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Mayb not. Read somewhere it lost an engine.
I don’t know, per some of the posts in this thread, failure is amazing progress.
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Only if you learn from it and use that to compete. SpaceX seems to be ahead of others, but competition is good for all.
If the SpaceX Starship fails as a platform, then Blue Origin could close the gap. If Starship succeeds - the gap becomes huge again
Yes they could close the gap, but really I don’t see SpaceX letting Starship fail. Set backs now and then but their the ones pulling off the first the last few years.
Possible launch of V3 of starship on May 15th.
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Newmax is reporting the launch may come soon as May 19th (today). This and the European Chinese launching a new spacecraft, a lot is going on in space.
Report a worker died at Starbase on Friday morning and investigation
is going on ? First I’ve heard of this…
Also launch is now for Thursday ?
Starship V3 was originally supposed to launch from Starbase today (May 19), but SpaceX pushed the suborbital flight back twice in the past few days, most recently to Thursday evening (May 21). The company has not given a reason for the delays, nor has it publicly commented on the Friday death at Starbase.
Space X not the behemoth everyone thought
SpaceX is wildly unprofitable, reporting a $4.9 billion net loss on $18.67 billion in consolidated revenue for 2025.
This is interesting, and I think it is very similar to Tesla 10-15 years ago. I remember then doing analysis on Tesla for a class I was in and seeing at the time the stock price was in my opinion very inflated - based on speculation and hype more than underlying profits (because there were none at that time). A lot has changed since then, with Tesla and I haven’t done the same evaluation since.
There are some financial green shoots in the filing.For example, Anthropic has agreed to pay $1.25 billion per month to SpaceX for compute, and SpaceX says it will seek to sign similar contracts.
Absolutely looks like they have some upside too for the future, but I wouldn’t have any idea how to predict when they will become profitable. I could see some people looking at the history of Tesla to try to extrapolate to what to expect from the future of Space X.
It is interesting to look at the actual numbers now that the prospectus is out. Also, I think OpenAI is about to issue a prospectus for an IPO so that will give you some comparison at least for a portion of the SpaceX business.
Don’t know who here is planning on investing in either.
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Jeff Bezos did an interview with Squawk Box. It was split into 2 days.
He said the SpaceX Falcon 9 rockets is the most successful rocket in history
V3 blastoff scrubbed minutes before launch; next attempt tomorrow
at 6:30pm
Just now saw this. Be very interesting to see Spacex numbers by lines of business…launch services, Starlink, etc. Saw in another article it spent about $1 billion on buying cyber trucks and grid storage systems. About 80% on the batteries.
Of course starship development is one big money pit at this point and AI is as well.
Here’s a link to their preliminary prospectus. https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
I don’t think it breaks out the financials by business segment and it may not be required to (I forget the rules on that). As a public company (assuming the IPO goes through), they will have to issue audited annual financial statements that will be publicly available in EDGAR.
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New articles/analysis about the IPO.
Good analysis in that article . Starlink(connectivity) is the star in the spacex
portfolio; followed by launch services , with the 20-25% dependency on the US
government 
The AI part is the real money pit. Grok is not doing that well and
much competition in that space.
Still, the Musk factor wil cause a buzz.
Agreed. My feeling is that will be the driver for many of the non institutional investors.
Bad day and week for US space companies.
Spacex V3 super heavy booster is grounded following last test flight. Engines
failed and it came in hard in Gulf of Mexico landing.
And today, Blue Origin rocket engine test blew up on the pad at Cape Canaveral.
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