SpaceX–Tesla Merger: Is a $3.4 Trillion Company Coming? #spcx #nasdaq #elonmusk
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TRADING NEWSIndependent analyst profile- Source published
- 21 Oct 2026, 12:50 UTC
- Recorded by Tahlil Plus
- 21 Oct 2026, 16:06 UTC
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The analysis centers on SpaceX (SPCX) and potentially a merger with Tesla, evaluated based on its multifaceted business model including Starlink, AI infrastructure, and launch services. Financially, SpaceX's subscription revenue for Starlink is noted to be around $4.3 billion quarterly, with an operating loss of approximately $1.3 billion. The video contrasts this with contracted sales for satellite launches and government contracts, amounting to $14.1 billion. A key concern is the high cost of computing infrastructure, chips, servers, and data centers, which are impacting profitability. Analysts have mixed ratings, with a majority recommending a 'Buy' for SPCX ($450 target, average $226.40) but some holding or selling. The quarterly revenue for SpaceX is approximately $2.6 billion, with a net income loss of $1.3 billion. The company's reliance on AI infrastructure and launch capabilities are seen as key growth drivers, but sustained profitability hinges on managing these costs and demonstrating progress beyond projected revenue from contracted services. Investors are advised to focus on demonstrated progress and profitability rather than speculative future projections.
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