"머스크가 이걸 몰랐을까?" 스페이스X는 "이거"안하면 힘듭니다.

email : [email protected] The argument is that while SpaceX is a great company, a valuation of around $2.2 trillion is burdensome given its current performance and revenue. Considering the Price-to-Sales Ratio (PSR), Professor Damodaran's valuation, and the costs of space data centers, the view is that the current price already reflects many expectations. Ultimately, SpaceX's value must be proven in AI, data centers, and full-stack infrastructure, rather than in rockets. 7 dedicated timestamps 00:00 Is SpaceX's $2.1 Trillion Valuation Really Justified? 01:00 IPO Lock-ups and Sell-off Risks for Early Investors 01:44 PSR of 70x: Controversy Over Overvaluation Based on Relative Valuation 03:13 Fair Value Based on Damodaran's Valuation is Approximately $1.3 Trillion 03:50 Space Data Centers: Economic Feasibility Issues, More Expensive Than Ground-Based Data 05:48 Checking the Reality of the TerraFab Project and Chip Bottlenecks 07:34 The Market SpaceX Is Really Targeting Is AI and Enterprise Apps