#SpaceXRevenueBy2033
About SpaceXRevenueBy2033
Morgan Stanley sees SpaceX reaching ~$3.5T in annual revenue by 2040, retaining an Overweight rating and $300 target. The model assumes frequent, scaled Starship launches and additional Louisiana capacity. Musk replied on X that SpaceX could reach that revenue around 2033, roughly seven years earlier. The difference is the pace of Starship commercialization, Starlink expansion and AI revenue. Valuation now depends on whether launch cadence, orders and cash flow validate that timetable.
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Morgan Stanley just released a research report, bullish on SpaceX, setting a $300 target price and predicting revenue to hit $3.5 trillion by 2040.$BTC $ETH $SOL
In response, Musk directly stated that according to his estimates, this target could be achieved around 2033, a full 7 years earlier than the investment bank's forecast.
Actually, both sides share the same long-term vision; the only difference is the pace. The core#LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults
Let’s talk about the “pie” Elon Musk is painting 😂
Musk boldly claims SpaceX could generate a staggering $3.5 trillion in annual revenue by 2033. Meanwhile, Morgan Stanley’s projections put that milestone closer to 2040 — meaning Musk’s vision is essentially seven years ahead of the investment bank’s model. 👀
But how massive is $3.5 trillion?
Walmart generates roughly $680 billion in annual revenue, so $3.5 trillion would be equivalent to more than five Walmarts combined. 🤯
Musk drops a bombshell: SpaceX's revenue will hit $3.5 trillion in 2033, a full 7 years ahead of Morgan Stanley's 2040 prediction. What does $3.5 trillion even mean? It's roughly the combined total of today's Apple + Microsoft + Google + Amazon big four.
The problem is, Starship still hasn't nailed tower catch recovery, and full reusability for both stages hasn't been fully tested. The bigger the boasts, the harder the fall? Are you bullish on Starship taking the throne?
🤖 The drop from $SPCX'
#Elon Musk responds to Morgan Stanley, $3.5 trillion revenue might come seven years early
Morgan Stanley just upgraded SpaceX to "overweight," with a target price of $300, modeling revenue around $3.5 trillion by 2040.
Adam Jonas believes the market is underestimating Starship's pace; the $100 billion launch site planned in Louisiana indicates launch frequency is seriously undervalued.#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
Let’s talk about the “pie” Elon Musk is painting 😂
Musk boldly claims SpaceX could generate a staggering $3.5 trillion in annual revenue by 2033. Meanwhile, Morgan Stanley’s projections put that milestone closer to 2040 — meaning Musk’s vision is essentially seven years ahead of the investment bank’s model. 👀
But how massive is $3.5 trillion?
Walmart generates roughly $680 billion in annual revenue, so $3.5 trillion would be equivalent to more than five Walmarts combined. 🤯
🚀 SPCX — SpaceX’s $100B AI Catalyst May Still Be Undervalued
Morgan Stanley sees significant potential in SpaceX’s planned $100B Starbase Louisiana project, arguing that the market may not fully appreciate its long-term impact.
The massive facility could dramatically increase Starship launch capacity while supporting SpaceX’s broader ambitions for orbital AI computing.
#BTCOptionsExpiryTest #RevolutLaunchesEURR #Anthropic30TTAM
Morgan Stanley just called for $3.5 trillion, and Elon Musk fired back immediately—too small a vision, 2040 is too slow, this number can be reached by 2033.
Morgan Stanley is already quite aggressive. Analyst Adam Jonas gave an "overweight" rating with a $300 target price, predicting SpaceX's revenue could reach $3.5 trillion by 2040. What does $3.5 trillion mean? It's 187 times the revenue of 2025. They broke SpaceX down into parts#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
🚀 Elon just threw a $3.5 TRILLION number on the table… and it could completely change how we value $SPCX.
I haven’t talked about $SPCX in a long time because, honestly, my position is pretty small. But today’s Elon Musk news made me remember I’m still holding it.
Musk’s latest outlook puts $SPCX’s potential annual revenue at around $3.5 trillion, with the most optimistic timeline pointing to 2033.
#DailyOrbit
$SPCX - SPACEX’S $100B AI CATALYST ISN’T PRICED IN
Morgan Stanley says SpaceX’s planned $100B Louisiana launch complex could unlock major upside that investors are overlooking.
The site could significantly expand Starship capacity and support SpaceX’s push into orbital $AI computing.
Morgan Stanley values $SPCX at $137 and estimates every additional 1GW of orbital compute could add roughly $27 per share.
Key risks remain execution, massive capital requirements and debt financing.
JUST IN: Elon Musk predicts SpaceX $SPCX will reach $3.5 trillion in revenue by 2033.
