Manages an ETF that held ~$300M in SpaceX pre-IPO (14% position), generated $130M profit, and now tracks SpaceX's Nasdaq 100 inclusion and fundamental thesis.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX dominates launch with 90% market share and 10x cost advantage over NASA, Starlink's 5-tier pricing model extracts maximum value across segments, and optional space-based data centers provide massive optionality. Raymond James has $800 target implying 20x revenue growth.
RBC raised Tesla's price target based on potential merger with SpaceX, seen as 25-30% accretive to Tesla stock, with analysts viewing the combination as a key catalyst.