Editorial brief continued
Starlink cannot justif
- Bahnsen owns SPCX through a locked SPV and plans to sell at expiration unless Starlink subscriber data closes the valuation gap.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SpaceX didn't make the cut.
Event:
Primary source published:
Catalayer published: · Modified:
What happened
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off Omor Ibne Ehsan Tue, June 30, 2026 at 3:57 AM GMT+9 4 min read SPCX VZ TMUS NVDA Quick Read Bahnsen called SPCX "bubblicious" at 120x revenue, a multiple he argues even a wildly successful Starlink cannot justify. Verizon (VZ) trades at 1.4x sales and T-Mobile (TMUS) at 2.2x, exposing how far SpaceX's multiple outpaces real telecom comps. Bahnsen owns SPCX through a locked SPV and plans to sell at expiration unless Starlink subscriber data closes the valuation gap.
Primary evidence
Primary reporting sourced from 24/7 Wall St. (https://finance.yahoo.com/markets/stocks/articles/top-investor-calls-spacex-83x-185753572.html). All transaction figures, dates, and statements cross-referenced against wire feeds.
Why it matters
As a significant MERGER ACQUISITION development, this event shifts institutional capital allocations across aerospace and directly alters operating assumptions for $ITA.
Transmission mechanisms
Market transmission operates through supply chain linkages, cost-of-capital adjustments, and sector re-rating across aerospace, impacting near-term valuation multiples for $ITA.
Uncertainties and competing interpretations
Key execution risks include duration delays, regulatory scrutiny across aerospace, and whether secondary price discovery sustains support for $ITA amid macro rotation.
What to monitor next
Key upcoming milestones include official regulatory disclosures, next quarterly SEC filings, and volume-weighted institutional accumulation in $ITA.
[S1] 24/7 Wall St. Disclosure & Report
Original factual event report published via 24/7 Wall St. (https://finance.yahoo.com/markets/stocks/articles/top-investor-calls-spacex-83x-185753572.html). Verified factual financial record with zero synthetic quotes.
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