Is SpaceX already too expensive?
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Episode 设置
摘要
#spacex #elonmusk #ipo
Demand for SpaceX shares is surging ahead of the company's IPO. Julie Hyman and Cory Johnson discuss the excitement surrounding SpaceX, the risks investors should consider, and whether the company's future growth can justify the current valuation.
Timestamps
00:00 Why everyone wants SpaceX
00:50 What investors are buying
02:20 Breaking down SpaceX
03:05 The xAI valuation debate
04:45 Is Grok falling behind?
07:00 Betting on future growth
10:15 Why Oracle is different
12:00 Oracle's AI advantage
13:10 What investors should know
#investing #stocks #ai #starlink #markets #yahoofinance
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