May. 19 at 12:48 AM
$ARKX $TSLA $RONB $ARKVX $SPY SpaceX could be worth
$10-
$30 trillion in a decade or two. It's like buying the British or Dutch East India Trading Companies in the 20th century. They were massive monopolies that controlled half of global trade.
SpaceX's potential to reach a
$10+ trillion valuation rests on its monopoly in low-cost space access, the massive global scaling of its Starlink internet, and emerging off-world enterprises like space-based AI data centers.
Controlling the physical infrastructure of the final frontier will justify the unprecedented valuation. And a
$1.25-
$1.5 trillion IPO listing for SpaceX will be considered peanuts over the long run.