SpaceX results commentary: revenue forecasts, funding risks and Starship catalyst
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Pepperstone’s transcript reports 35 million shares traded after market and a nearly 8% stock gain following SpaceX results. It describes widely dispersed analyst revenue estimates and price targets, alongside $23 billion of cash burn and rising capital expenditure. Management expectations cited include $35 billion quarterly revenue and substantial expansion in recurring revenue and compute capacity. The presenter sees potential upside from successful Starship flight 15 execution, while highlighting funding needs and a possible Tesla transaction. No explicit trade entry, stop or outcome deadline is supplied.
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