Sawyer Merritt
@SawyerMerritt · Jun 9, 2026
Mach33 has published its new @SpaceX valuation model.
Mach33 believes the current ~$1.77T equity valuation does not fully reflect the long-term upside from Starship, orbital compute infrastructure, and future SpaceX growth initiatives.
"The globe below shows their base case for
Aaron Burnett@aaronburnett· Jun 9, 2026There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it.
Almost all of this
Elon Musk
@elonmusk
1M tons to orbit should be possible in roughy 5 years
01:25 AM · June 10, 2026 · 329.2K views
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