Planet Labs +8%, Rocket Lab +5%, SpaceX +4%: the space rally self-amplifies
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
SpaceX: The Mega Leap Deal and the Never-Resolved Question of Governance
The Financial Times analyzes the "leap of faith" behind SpaceX's mega bond deal—a debt raise without audited accounts, without public governance, based solely on Elon Musk's reputation. A model that raises growing questions for institutional investors.
Jun 29, 2026 at 17:16 13 14
Daniel Schmidt
SpaceX Loses $900B Since Its ATH: Lockup Expiry, Opaque Governance, and Ignored Risk Premium
Since its peak on June 16, SpaceX has erased approximately $900 billion in market capitalization. The expiration of the insiders' lockup period brings back into focus the structural fragilities of a private company valued through secondary markets without financial transparency.
Jun 25, 2026 at 03:01 9 7
Daniel Schmidt
SpaceX: $600 to $900 Billion in Valuation Wiped Out - The Brutal Return of Gravity
Since its mid-June 2026 peak, SpaceX has lost between $600 billion (Seeking Alpha) and nearly $900 billion (Le Figaro) in market value, depending on the measurement dates used. Debt financing plans, a global tech sell-off, and governance concerns have combined to dampen investor enthusiasm.
Jun 24, 2026 at 10:07 8 8
Daniel Schmidt
SpaceX loses $900 billion since its peak: debt forces transparency the stock market had not achieved
SpaceX's first bond issuance triggered a nearly $900 billion capitalization correction-markets are finally subjecting the narrative valuation to fundamental scrutiny.
Jun 23, 2026 at 21:44 11 8
Daniel Schmidt
SpaceX loses $600B in three sessions: debt forces transparency the stock market failed to secure
By publishing its results exclusively on X, SpaceX had sidestepped traditional disclosure requirements. The announcement of its first bond financing changes the game-and $600 billion in market capitalization vanished in three days.
Jun 23, 2026 at 12:40 7 5
Daniel Schmidt
SpaceX-Tesla Merger at $5 Trillion: The Predictive Markets Scenario and What It Really Reveals
Predictive markets are speculating on a SpaceX-Tesla merger that would create a $5 trillion titan. Analyzing this thesis reveals as much about the biases of predictive markets as it does about Musk's actual strategy.
Jun 23, 2026 at 04:29 5 4
Daniel Schmidt
SpaceX on the Stock Market: Is It Still Time to Invest - and How?
SpaceX is valued at ~$350 billion in private markets. For individual investors, access is nearly impossible-and the timing of a potential IPO remains unclear. Breakdown of access routes and real risks.
Jun 23, 2026 at 04:29 4 4
Daniel Schmidt
SpaceX Publishes Its Financials on X: Musk’s Model of Selective Transparency and Its Implications for Shareholders
SpaceX has confirmed that it will now publish its results exclusively on X (formerly Twitter) and its website, avoiding traditional institutional channels. A choice that raises legitimate questions about governance-and what it reveals about Musk's strategy toward the markets.
Jun 23, 2026 at 04:28 8 4
Daniel Schmidt
SpaceX Publishes Its Financials on X: Transparency or Information Control?
SpaceX, valued at ~$350 billion, will only share its financial results via X (formerly Twitter) and its own website. A legal decision that raises structural governance questions for private markets.
Jun 23, 2026 at 02:45 7 4