The civilisation story is powe-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings.

A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip.

The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver.

So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.

SpaceX IPO Friday, Valuation Top Microsoft: Buy or Wait?

SpaceX is set to officially IPO this Friday in what may be the most consequential public offering in years. Some traders expect its market cap to surpass Microsoft on debut, while Wall Street projects AI-related revenue to surge 100x by 2030. The listing is widely seen as having drained hundreds of billions in liquidity ahead of last week's AI selloff — once IPO capital unlocks, oversold sectors could rebound sharply. Tradeable proxies including Rocket Lab and ASTS offer early exposure. Will you chase shares on day one, or wait for post-IPO euphoria to fade?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip.</p>\n<p>The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver.</p>\n<p>So it comes down to belief vs timing. If autonomy lands, today’s price may still be early. If it delays, valuation compresses fast. Sensible stance: respect the vision, but wait for proof before chasing.</p></body></html>","text":"The civilisation story is powerful, but it is not a valuation anchor. With Tesla, investors are paying for optionality, not just EV earnings. A three-digit P/E only works if autonomy or robotics unlock step-change profits. Without that, the multiple is stretched. The “Elon premium” tied to Elon Musk reflects execution history, but also amplifies downside when timelines slip. The Mars-linked compensation signals commitment, especially alongside SpaceX, but it is symbolic, not a near-term revenue driver. 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