Futurist Peter Diamandis has published a detailed investment thesis on the long-term potential of the SpaceX space company. The researcher considers the market to be undervalued due to investors' focus on short-term financial performance. According to the expert, Wall Street mistakenly evaluates this business as a single structure. In fact, the corporation unites five different areas under common management. The key segments are the Starlink satellite network, orbital computing, and rocket launches. The Starlink telecommunications project is already generating positive cash flow with ten million subscribers. The number of users of this satellite network doubles every year worldwide. The company has also signed large multi-year contracts with leading technology corporations. Collaboration with Anthropic and Google will bring in about twenty-six billion dollars annually. The additional contract with Reflection AI will add almost two billion more annual revenue. The total amount of contracted revenue has already reached twenty-eight billion dollars.

Current financial indicators represent only the lower limit of real business opportunities. Around 2028, it is planned to launch specialized Starmind satellites for orbital computing. SpaceX is also actively developing the Terafab project to produce its own artificial intelligent accelerators. Vertical integration allows the corporation to fully control the creation of chips and the construction of data centers. Its own rockets will directly deliver ready-made computing equipment to low-Earth orbit. Startup services remain the fundamental foundation of Elon Musk's entire business model. The cost of shipping one kilogram of cargo was reduced from fifty-four thousand to two and a half thousand dollars. The Starship heavy rocket should reduce this figure to one hundred dollars per kilogram. This optimization of logistics makes large-scale deployment of the orbital infrastructure economically feasible. SpaceX is the only company in the world that owns rockets, satellites and a ground network at the same time.

Diamandis considers the significant current losses of the corporation to be necessary investments in creating a global ecosystem. The expert compares this strategy with Amazon's long-term work at the stage of active growth. JAM Fund founder Justin Mateen viewed the stock purchase as insurance against the future. Back in 2017, the investor noted the enormous potential for profitability of this technology business. The head of Mach33, Aaron Burnett, emphasized the need for an in-depth study of the applied engineering solutions. The recent initial public offering was the largest event in the history of modern financial markets. The quotes initially rose above two hundred and ten dollars per security. Then the papers were sharply adjusted after another test launch of a heavy Starship rocket. The market capitalization has temporarily decreased by more than one trillion dollars from the maximum. Most Wall Street analysts continue to maintain a positive long-term outlook for this asset.

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The material has been prepared solely for informational purposes and does not constitute financial advice or recommendation.