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r/valueinvesting
Thinking to buy SpaceX for Value
Investor summaryBullish
The author envisions a $500T TAM for SpaceX's space data and speculates on merging it with xAI and Tesla.
Bull points
- Massive TAM of $500T for space-based data transmission.
- Potential synergistic mergers between SpaceX, xAI, and Tesla.
Bear points
- Unrealistic TAM estimate that exceeds the entire global GDP.
- Pure speculation lacking any fundamental financial analysis.
Post body
TAM is $500T
Data will be beamed inexpensively from space
And why did Elon musk merge Xai with spaceX? And why did he want to merge Tesla with it too?
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