X Corp (formerly Twitter)
company
Social media platform formerly known as Twitter, rebranded to X by Elon Musk in 2023. Referenced in context as a weaker business being conglomerated into SpaceX to justify valuation.
Sentiment
Bullish (30d)0
Neutral (30d)0
Bearish (30d)0
Claims
SpaceX IPO is dramatically overvalued at $1.8T despite being an amazing company
At 125x trailing revenue with only 20% growth, SpaceX's IPO valuation dwarfs Google's at-IPO pricing by over 10x while growing revenue 10x slower. The 30% retail allocation exists because institutions won't pay this price.
Space Exploration Technologies Corp (SpaceX)
bearish
Alphabet Incneutral
Tesla, Incneutral
XAI Madison Equity Premium Income Fundbearish
X Corp (formerly Twitter)bearish
Anthropicneutral
OpenAIneutral
Nvidia Corpneutral
