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REDDIT

Applying Graham/Buffer/Lynch valuation on to SpaceX

Donechromereddit / Jun 15, 2026 · 18:19

Graham would land in the $50–100B range using net asset value and GAAP earnings discipline. The $4.9B net loss, $41B accumulated deficit, and xAI burning $30B+ annually in capex would result in no margin of safety calculation even getting close …

REDDIT

SPCX & AMZN..

ZeroSchemareddit / Jun 15, 2026 · 17:51

SpaceX’s CEO Musk has stated that they might reach 1T revenue in 4-5yrs. Amazon is already close to doing this. Yet, SpaceX & Amazon now have almost the same Market Cap. SpaceX stock has gained about the same% in 2 …

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