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BEARISHCore thesis · 5/5

SpaceX extreme valuation faces post-IPO downside risk

The bear case argued: SpaceX is heavily overvalued trading above 100x sales, with massive ongoing capital burn, modest growth, and sell-side price targets driven by structural investment-banking conflicts of interest rather than fundamental financial realism.

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SpaceX extreme valuation faces post-IPO downside risk · Zortix