What podcasts say about SpaceX
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about SpaceX
125 statements · 74 positive · 38 negative · 2 mixed · 11 neutral
SpaceX is currently valued at $2.3 trillion
“if you think that SpaceX is really worth $2.3 trillion, which is where it is today”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 7:31
SpaceX’s quoted $2.3 trillion market cap does not represent liquid company value
“that $2.3 trillion market cap is, of course, not... real”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 18:21
A buyer probably would not pay $2.3 trillion for SpaceX
“If you tried to buy SpaceX, would you pay $2.3 trillion? Probably not.”
Open the episode · SpaceX Raised $111B — It Already Needs MoreListen at 18:35
SpaceX has $100 billion in cash yet is borrowing money.
“They have $100 billion of cash. So why are they borrowing money?”
Open the episode · SpaceX and Constellation Brands Lower; Intel HigherListen at 0:33
SpaceX plans to borrow $40 billion to purchase Nvidia chips.
“the company is in tax to borrow 40 billion. in both bank loans and investment grade debt to buy Nvidia chips”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 1:49
SpaceX stock had risen about 15% before investors took profits.
“since the stock was up about 15%”
Open the episode · Webull Sinks, SpaceX Falls, Constellation Brands Slides on ‘Overly Cautious’ OutlookListen at 2:20
SpaceX has a triple-B credit rating.
“SpaceX is rated at triple B.”
Open the episode · Mad Money w/ Jim Cramer 10/7/26Listen at 3:29
SpaceX is not currently attractive to buy.
“SpaceX still does not feel like a buy”
Open the episode · Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKEListen at 16:58
SpaceX’s cost reductions enabled it to build an exceptional business.
“he went and he made the technology asymmetrically cheaper. In the act, he's built an incredible, incredible business.”
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense CompanyListen at 25:00
SpaceX’s debt-funded expansion is supportable because customers are already paying it.
“So I think if they didn't have a customer and they're just doing it for the hell of it, it would be worrisome. But I think the market will buy this one back.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 28:57
SpaceX’s recent launches and recoveries support its long-term equity story.
“they've been executing. They've been doing the things that people who really want to own the stock for the future have to be elated about.”
Open the episode · Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Listen at 29:22
SpaceX could become a core holding and major portfolio winner.
“I think this will be one of the core holdings and a big winner for us.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 37:39
SpaceX will provide Starlink, reusable rockets, and eventually a Mars colony.
“With SpaceX, you get Starlink, you get reusable rockets, you get a colony on Mars.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 38:15
SpaceX could become NVIDIA’s largest customer for chips.
“SpaceX could end up being NVIDIA's largest client at this pace.”
Open the episode · Mad Money w/ Jim Cramer 10/7/26Listen at 43:02
SpaceX could achieve major success sooner than Tesla did.
“SpaceX could come to fruition a lot earlier than Tesla ever did.”
Open the episode · Mad Money w/ Jim Cramer 10/7/26Listen at 43:14
SpaceX will be the most debated stock during the next decade.
“SpaceX is going to be the most debated stock of the next decade, I imagine.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 11:02
SpaceX is currently too expensive for Jeff to buy.
“I'm still looking for my entry Entry price in SpaceX. So I haven't bought SpaceX. I want to own SpaceX, but it's too expensive right now”
Open the episode · VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341Listen at 53:14
SpaceX launched 165 rockets and placed 10,000 satellites in orbit last year.
“We launched 165 rockets last year more than any other country. And we put 10,000 satellites in orbit, three times everybody else's number of satellites.”
Open the episode · How LA Is Quietly Becoming America's New Industrial Tech HubListen at 7:25
SpaceX could become one of the world’s most valuable companies, worth tens of trillions.
“I think it is going to be one of the most valuable companies. Talk again about tens of trillions of dollars.”
Open the episode · Cathie Wood: How to Invest in a World Moving This FastListen at 45:51
SpaceX is currently the world’s greatest company.
“SpaceX is the greatest American company right now, greatest company in the world, truly phenomenal on every single level.”
Open the episode · 90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter SellisListen at 1:02:49
SpaceX is willing to replace its successful products with superior successors.
“we're completely willing to build the thing that will compete against ourselves and make the thing that we built irrelevant.”
Open the episode · 90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter SellisListen at 1:04:35
SpaceX is NASA’s most important launch partner.
“they're our most important launch partner.”
Open the episode · Jared Isaacman: A New Era for NASA and American Space ExplorationListen at 37:35
Without SpaceX, the United States would face serious space-domain challenges.
“the United States would be seriously challenged in the high ground of space without their capabilities.”
Open the episode · Jared Isaacman: A New Era for NASA and American Space ExplorationListen at 37:54
Elon Musk says SpaceX must achieve functioning rockets, satellites, and Starlink connectivity.
“the rockets need to get to orbit, the satellites need to work, uh, the Starlink, you know, connection needs to work”
Open the episode · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerListen at 41:22
Lockup expirations will increase SpaceX shares available for trading.
“As those lockups expire, more shares become available to trade.”
Open the episode · Dell-Baldwin Acquisition; ; Oracle-Ellison Stock PlanListen at 2:41
Rumors of NASDAQ inclusion roughly quintupled SpaceX's price.
“As that became rumored, SpaceX roughly quintupled in price.”
Open the episode · E428: Michael Green on Peter Thiel, SpaceX, and Inefficient MarketsListen at 11:51
Elon Musk's $3.5 trillion SpaceX revenue forecast may be correct.
“I have no reason to believe he's wrong about the 3.5 trillion”
Open the episode · NVIDIA's $96.2B Quarter, China's 200,000 Fake Accounts, & OpenAI's New Chip | EP #284Listen at 15:09
SpaceX was approximately flat from its IPO after falling about 4% today.
“It's now about flat from its IPO. It did drop about 4% today.”
Open the episode · Closing Bell: Ross Stores Sales Beat, Crypto Stocks Rally, SpaceX SlipsListen at 5:14
Nvidia held a $21 billion SpaceX stake at the end of June.
“It holds a pretty large stake, 128 million shares at the end of June. That's a $21 billion stake.”
Open the episode · Nvidia Has $21 Billion SpaceX Stake; Alibaba to Sell Gaming Arm; Ferrari’s Luce is Priciest New CarListen at 1:34
Major investors have made substantial bets on SpaceX.
“So some pretty big bets behind this name.”
Open the episode · Nvidia Has $21 Billion SpaceX Stake; Alibaba to Sell Gaming Arm; Ferrari’s Luce is Priciest New CarListen at 2:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.