Description
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00:00 Introduction
01:27 Inspiration for this Video
02:29 AJ Case for Selling TSLA Ahead of SpaceX IPO
02:59 AJ on Why the Risk Profile is Unattractive
03:47 TAM TIME
04:07 Tesla's Multi-Segment Market Opportunity
05:11 SpaceX's Limitations – Smaller TAM + Hi Burn
06:16 Head-to-Head TAM: Tesla vs. SpaceX
06:40 Top TAMs on EARTH
07:06 Tesla vs SpaceX: TAM Comparison
07:22 SpaceX's Niche TAM
08:21 Space Data Centers? Who Makes the Chips?
09:19 SpaceX Already Priced In
09:45 SpaceX Overhyped, Tesla Undervalued
10:16 Valuation Multiples Comparison
11:12 Mars Mission Drain
11:34 Cross-Ecosystem Synergies
12:30 Space vs Terra Based Data Centers
14:50 How to Get SpaceX Exposure
15:04 ARK $ARKVX
15:26 Neptune SpaceX Exposure
15:53 Google Owns 7% SpaceX
16:07 SpaceX Prices eg HIIVE
16:48 Conclusions
18:48 Remember in Investing - all that glitters…!!!