Where can I read the most compelling case for investing in SpaceX?
6:43 AM · Jun 12, 2026 · 4.2K Views
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Many users dismissed the search for a compelling SpaceX investment case as nonexistent or an exercise in confirmation bias.
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Timothy B. Lee@binarybits
To put this question more precisely: what fraction of SpaceX's $2T market cap should I credit to space data centers/x.ai, Starlink, and commercial launch services? Any other significant revenue streams?
Timothy B. Lee@binarybits
Where can I read the most compelling case for investing in SpaceX?
1hViews 1.5KLikes 8Bookmarks 0
Ajinkyaraj@itsajinkyaraj
@binarybits read Elon Musk by Ashley Vance
3hViews 87
Sam Tobin-Hochstadt@samth
@binarybits I think this is the only real case.
3hViews 162Likes 3
Romain Hedouin 🇫🇷 Unit Police@RomainHedouin
@binarybits What do you mean by "most compelling" exactly? Because this tweet sounds a lot like "Where can I read the best confirmation bias for investing in SpaceX?" 🤣
1hViews 49
Michael Hiltzik@hiltzikm
@binarybits Nowhere
2hViews 95Likes 2
Timothy B. Lee@binarybits
@itsajinkyaraj I have! Looking for something more specific than "Elon Musk is the GOAT" though.
3hViews 77Likes 1
Twytter Viewer@ViewToATweet
@binarybits Elon’s twitter
3hViews 76
Timothy B. Lee@binarybits
@RomainHedouin Not sure I understand the distinction you are drawing. To be clear I'm not planning to invest in SpaceX under any circumstances.
1hViews 20Likes 1
phrygian@phrygiandomina
@binarybits Consult the stars :)
2hViews 47