9 Nov 2026 01:23

SpaceX at $690? Moe's Five Year Bull Case, Explained

Moe walks through his five year bull case for SpaceX, a $690 target, with the revenue numbers, growth engines, and risks behind it. He also shares the price levels he's watching on the chart and why he's being patient. Education only.- Moe's five year bull case for SpaceX: $690 by November 2031, and what a bull case actually means- Where the stock sits now: near its $135 IPO price, 52 week range, and a $1.8 trillion market cap- Last quarter: $14.6 billion revenue, up 161%, and $4.4 billion net income- The three growth engines: space, connectivity (Starlink), and AI compute- Moe's year by year price ladder and how he built it- What could break the bull case: heavy spending, falling ARPU, Washington risk, and execution risk- The chart levels Moe is watching, and why he's waiting for the December 8th unlock- Why Moe doesn't give Wall Street a free pass, and how retail can do its own homework- Education onlyTalk to AI Moe about this episode: https://podcast.stockmoe.com/episode/29662Join the Stock Moe Learner Community ($39.99/mo with code LEARN): https://whop.com/checkout/plan_QLYTDoooRSeiT/?promoCode=LEARNWatch the original video: https://www.youtube.com/watch?v=diBE5aiIrwMThis episode was made by Moe's AI team from Stock Moe's video and is voiced by an AI version of Moe and his AI co-host, Ada.Stock Moe's content is for educational and entertainment purposes only and is not financial advice. Moe may share his own trades, but they are never a signal to buy or sell, and Stock Moe does not offer copy trading. Moe is no longer a licensed broker or financial planner. Moe may hold positions in securities discussed. Past performance does not guarantee future results, and trading involves risk, including the loss of money. Please make financial decisions with a licensed professional.

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