Companies /Industrials

Space Exploration Technologies Corp

NASDAQ: SPCX Aerospace & Defense

24/7 Wall St. View

Fundamentals

Market Cap
$2.10T
Profit Margin
-35.7%
Revenue (TTM)
$23.0B
EPS (TTM)
$-1.10
52-Week Range
$105 – $226
Street Target
$226.04

About SpaceX

Space Exploration Technologies Corp. The company is headquartered in Starbase, Texas.

Latest Activity

Reddit Pulser/wallstreetbets
$2,000,000 Full Porting $SPCX - I've Doubled My Previous Yolo (Reference Link)

Ok guys he posted, time to dump it!

A trader says his $1 million margin YOLO doubled in two months, and he's answering by piling another $1 million of margin gains into a single de-SPAC name plus Tesla and McDonald's. Max margin turns any drawdown into a forced seller, which is the part these updates never show until it happens.

SPCXSpaceX
After-hours
$171.09
+7.60%open $159.00

A 7.6% run to $171.09 on a $1.3 trillion company is roughly $99 billion of value in a single session, a size of move most megacaps never see. Watch whether the after-hours bid holds into tomorrow's open.

Biggest movers · At the close
  • TERTeradyne$448.96+8.0%
  • AAOIApplied Optoelectronics$115.66+7.8%
  • SPCXSpaceX$159.36+7.6%
  • HPEHewlett Packard Enterprise$69.49+7.6%
  • ONON Semiconductor$84.8+5.9%
  • WDCWestern Digital$415.97-10.1%
  • STXSeagate Technology$851.39-10.0%
  • ACNAccenture$199.29-6.1%
  • APPAppLovin$268.89-4.4%
  • SOUNSoundHound AI$5.8-4.2%

The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.

  • BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)Buy$1K – $15KAug 7
  • CBUBS IRA Account Chubb Limited Common Stock (CB)Sell$15K – $50KAug 19
  • IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
  • IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
  • MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
  • MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
  • MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Partial sell$1K – $15KAug 19
  • MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Buy$1K – $15KAug 19
+ 4 more trades in this filing
Made public 33 days after the earliest trade

Salazar rotated out of insurance and legacy tech and into big pharma, with two Merck buys of up to $50,000 each landing the same August day she sold Chubb. The filing also shows private SpaceX shares bought in two separate accounts, a reminder that members are accessing pre-IPO names retail investors cannot touch. Disclosed 33 days after the trades.

SPCXSpaceX
Regular session
$138.82
+4.29%open $133.11

A 4.3% session move on a $1.1 trillion market cap is roughly $45 billion in value changing hands in a single day. At $138.82, the $140 level is the next test.

ABNBAirbnb
Thesis check
weakening$174.43 +15.0% today
“The 2026 bear case on stretched valuations and a fading consumer breaks this rally”
Bull case
  • Airbnb up 15.9% on the session, a direct hit to the fading-consumer leg of the bear case
  • Nasdaq up 5.0% for the week, Wall Street's best run in months
  • hopes of a Strait of Hormuz deal easing one of the market's biggest geopolitical overhangs
Bear case
  • Bank of America's Bull & Bear indicator at 9.7, its most stretched reading since 2021
  • gains concentrated in the AI supply chain rather than broad participation
  • The Trade Desk down 20.7% today, proof that guidance disappointments still get punished hard

Airbnb's move is what tips the verdict, because it is the consumer-rollover leg of the bear case that is giving way. Sentiment sitting at 2021 extremes leaves the call qualified, and another guidance blowup on the scale of The Trade Desk would flip the verdict back.

SPCX Coverage