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You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional valu
by SXX 4mo ago
You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year.
Then not only 4.3T reachable, but even 43T.
- epolanski 4mo agoSolid argument to get into the IPO asap. /s
- malfist 4mo agoSorry, but I'm not pricing a stock today based on the assumption that this country will turn into a theocratic autocracy with a 70% YoY inflation rate for 15 years. Besides, if I was pricing that in, I'd be buying indexes and not a specific stock. The 70% YoY inflation would rise all tides. Not just SpaceX.
- voidfunc 4mo agoWill? It already has turned into one.
- sieabahlpark 4mo ago[dead]
- sidewndr46 4mo agoIsn't SpaceX uniquely in the position to benefit from that kind of government?
- deleted 4mo ago[deleted]
- marcosdumay 4mo agoNothing the GP said makes SpaceX a better stock. It would just make the promise technically true in a way that doesn't benefit any investor. Or, in other words, it's a joke.
- scottyah 4mo agoBut these insane valuations are leading the tide-rising. This is one instrument in inflation because it's "creating" this money from nothing. All the employees that got a $5k bonus 5yrs ago will see it rise to $50k (or more) out of thin air (crazy financial mechanisms).
- bluGill 4mo agoIf inflation is really that high I'm buying hard assets that won't depreciate. Sure I will need some cash, but gold bars in my personal safe suddenly are a great investment (gold is generally a terrible investment, but when inflation is the main concern is is really good)
- threetonesun 4mo agoUntil SpaceX finds that golden asteroid.
- overtone1000 4mo agoTrue believers will leverage themselves all the way to the moon by selling gold calls so they can buy more SpaceX calls.
- downrightmike 4mo agoChina launched a direct competitor on June 2nd "China launches debut mission of Falcon 9-like rocket with no advance notice" https://www.space.com/space-exploration/launches-spacecraft/china-launches-debut-mission-of-falcon-9-like-rocket-with-no-advance-notice-video https://www.space.com/space-exploration/launches-spacecraft/... Spacex is going to get rekt, China has all the materials and workforce
- re-thc 4mo ago> Spacex is going to get rekt, China has all the materials and workforce According to their brief, most of the revenue is going to come from AI! The rockets are apparently just "minor" now.
- ActionHank 4mo agoThat must be a mistake, revenue isn't the word for the money you're going to throw in the furnace.
- bilbo0s 4mo agoWell, SpaceX is supposed to be more about AI than low cost orbital launches. At least that’s what their roadshow is claiming. But either way, yeah, I’m not willing to bet much money on USD4.3T unless we can get some serious financial engineering, (read “circular deals”), going.
- scottyah 4mo agoWe've seen through Tesla that software, government regulation, and to a smaller degree build quality are the only moats against China that still currently hold.
- CursedSilicon 4mo agoTesla build quality? Early Chinese EV's were a joke, but Tesla's aren't exactly built reliably either Once you learn how to spot their misaligned panels it becomes impossible not to
- zuzululu 4mo agoat that inflation rate the US dollar would lose its reserve currency status so I doubt it at some point interest rates should reach double digits like in the 70s following oil crisis the only crazy scenario for spaceX is it does space exploration/mining and finds something extremely exotic or valuable and sought after.
- scottyah 4mo agoI get the feeling that in 5yrs or so if China makes the yuan free-floating it will be more of a reserve currency. All spaceX has to do is keep being as innovative and industrious as it is now, in the physical world as all other companies are getting very lazy or just working on software. Eventually it'll probably go the way of GE because humans are humans, but I think we have a few decades until more compelling places to work come up.
- soperj 4mo ago> All spaceX has to do is keep being as innovative and industrious as it is now SpaceX seemed to lose a big step when Musk got involved in DOGE. I don't know if key people left or what, but the pace seem to slow considerably, and the successes also seemed to come to a crashing halt.
- mullingitover 4mo agoSome principled people left when he made his big heel turn into openly promoting ethnonationalist authoritarianism. Pretty sure some other principled people stayed behind and are using the field manual[1]. [1] https://gutenberg.org/ebooks/26184 https://gutenberg.org/ebooks/26184
- kridsdale1 4mo agoThis kind of thing has happened at Meta.
- scottyah 4mo ago
- deleted 4mo ago[deleted]
- thatmf 4mo ago> Donald Trump said “I love the inflation” after new data showed that inflation jumped to an annual rate of 4.2% in May, the third consecutive monthly increase since the start of the Iran war and a three-year high. https://www.theguardian.com/business/2026/jun/10/inflation-report-rate https://www.theguardian.com/business/2026/jun/10/inflation-r... You may be on to something...
- jfengel 4mo agoI try to be skeptical about quotes, especially when they affirm my preconceptions. So here's the surrounding material: “You know what I really love? I love the inflation. You know why? Because as soon as this war is over, you know I can say it now ... you know we’ve been taking out millions of barrels of oil. Nobody knows it. You know who doesn’t know about it? Iran, until right now.” OK then.
- BLKNSLVR 4mo agoI don't even, I can't, what?
- deleted 4mo ago[deleted]
- rayiner 4mo ago[flagged]
- SecretDreams 4mo agoThis is true. We just need to bank on a total economic collapse and all of our SpaceX valuation fantasies can come true.
- SXX 4mo agoYou'll be surprised how not total economic collapse it is. Population will become poor, but it only good for the strong leader since they wont have time to bother about all this politics stuff. And country can still run like that for decades. Also get rids you from all the debt since you can easily just pay it all by printing more money.
- MikeNotThePope 4mo ago4.3T could be the cost of a dozen of eggs by 2040.
- Geee 4mo agoIf all the AI / robotics dreams come true and productivity increases a lot, it'll cause deflationary pressure, which must be balanced with money printing to keep inflation up at 2%. Increased productivity is never allowed to result in cheaper products. For example, CPI deflation 20% -> money printing 22% equals 2% total CPI inflation. Asset prices track the real inflation i.e. they rise by 22%.