SCOUT· 45%1h 13m·2026-07-12·MoneyTIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's aggressive $28.5 trillion total…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
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What people are saying
“Short answer, no. Long answer, maybe, but not right now”
“Certainly SpaceX is way overvalued. BTW.. IPOs underperform for three to five years as a group, and SPACs straight up lose badly. Obvious reasons”
“That the space part is just a minimal portion of the business. And even after that, connect the internet and launch services together and that total segment runs at a loss. The entire thing is a rich kids game project that out retirement fu…”
“you guys do know this is a 20 year old company,its just retail can invest now and most of the risk has been avoided for us”
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