SPCX / Space Exploration Technologies Corp.
Recommendation history
Space Exploration Technologies Corp. (SPCX) is tracked from 2026-01-01 through 2026-10-28: 14 bank grades and 10 YouTuber calls. Simulated return uses the mention-day close against the latest close. Buys use the price change. Sells and shorts invert it. Holds show the price move and are not a new lot. This is not an investable portfolio return. Latest stored close: 149.65 on 2026-10-27.
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| Date | Source name | Stance | Entry close | Latest close | Paper return | Source |
|---|---|---|---|---|---|---|
Buy · 維持 · Maintained | 看好 · Buy | 144.75 | 149.65 | +3.39% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 159.31 | 149.65 | -6.06% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 159.31 | 149.65 | -6.06% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 159.31 | 149.65 | -6.06% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 159.31 | 149.65 | -6.06% | Yahoo Finance · provider | |
Post-Q3 reaction: "Elon's saying a lot of bullish stuff and the market's pumping after hours. It looks like this guy might have saved the AI trade." Co-host: "if SpaceX is the gol… | 增持 · Overweight | 147.79 | 149.65 | +1.26% | Video | |
He said if Elon is talking about SpaceX being worth orders of magnitude more than the entire planet's economy, then 'buying it at 2 trillion right now... looks pretty freaking che… | 看好 · Buy | 162.57 | 149.65 | -7.95% | Video | |
Overweight · 首次 · Initiated | 看好 · Buy | 162.57 | 149.65 | -7.95% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 146.23 | 149.65 | +2.34% | Yahoo Finance · provider | |
29% position, categorized as AI infrastructure. He trimmed above $140 (~145) and added back at $135-and-change on Friday: 'if 150 can't be broken the price tends toward 135 and th… | 增持 · Overweight | 146.23 | 149.65 | +2.34% | Video | |
Speaker says SpaceX's Q2 report was 99-100分 and that 财报后股价跌到100零几是「天大的机会」，他当天「买买买买了三四次」，买了一千多股；并认为「现在SpaceX的股价 跌破发行价135到100几 真的是太便宜了」，未来一两年两三年都便宜。他还做了2027年6月到期的看涨期权（卖出100美元看跌 + 买入… | 增持 · Overweight | 133.11 2026-08-07 | 149.65 | +12.43% | Video | |
"I'm extremely bullish on SpaceX's scalability going forward" because space has "no government jurisdiction of any kind" and future AI data centers there have "no humans operating… | 增持 · Overweight | 115.07 | 149.65 | +30.05% | Video | |
Hold · 首次 · Initiated | 持有 · Hold | 115.07 | 149.65 | +30.05% | Yahoo Finance · provider | |
"I currently hold RKLB at a 30.5% position and SpaceX at 9.8%" and "I still want to concentrate my positions and add to SpaceX and RKLB." | 增持 · Overweight | 136.08 | 149.65 | +9.97% | Video | |
Holds around 10% and says he will not sell at the lows; instead he will buy. He is waiting for price to get closer to or break below the IPO price of $135 before adding, and sees… | 增持 · Overweight | 145.30 2026-07-10 | 149.65 | +2.99% | Video | |
'my long-term bullish view and even my strengthening conviction is a completely different matter' — he likes the space moat, xAI/Grok 4.5 AI advantage and own compute, but says 's… | 持有 · Hold | 152.16 | 149.65 | -1.65% | Video | |
Buy · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Overweight · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Overweight · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Buy · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Buy · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Buy · 首次 · Initiated | 看好 · Buy | 149.47 | 149.65 | +0.12% | Yahoo Finance · provider | |
Title: 加倉 SPCX. | 增持 · Overweight | 153.23 2026-06-26 | 149.65 | -2.34% | Video | |
Bought SpaceX on IPO day with a $200 limit order, filled at $150 and added near $160; now ~20% of portfolio, which he calls his 'Scenario A' low-valuation plan. Current ~$2-2.5T v… | 看好 · Buy | 160.95 2026-06-12 | 149.65 | -7.02% | Video |