Let's sort through and see what we still remember.

1. SpaceX's current valuation is definitely unreasonable, not because it's too high or too low, but because its shares haven't been unlocked and haven't been fully priced.

2. It will merge with Tesla, especially as it's clearly indicated in the prospectus. The only issue is regulatory hurdles.

3. SpaceX's current valuation mainly relies on X AI. Its own performance has no performance at all, unless we use Starlink's business for extreme deduction, potentially controlling a quarter of the world's communications industry for calculation.

4. Musk is the soul of the company. If anything happens, the price will definitely collapse and be repriced.

5. Do you believe it because you see it, or do you see it because you believe it? Think back to when Tesla went public, it was overvalued then too. Would you have bought it?

6. There's conflict between FSD's commercialization profitability and user experience. Those who've tried it say it's good, but the barrier to entry for the experience is too high.

7. The humanoid robot business doesn't need to be considered for the next 5 years.

Cola brother and naive investor brother are still steadily and reliably calculating valuations with their calculators as always. Brother M and value brother still have strong faith. Uncle Yaren pointed out that the current valuation isn't fair and we can continue to observe. The overall sentiment is clearly conservative.

Using Buffett's valuation method to estimate, using Tim Cook to calculate Tesla, pulling all valuations to the extreme.

Reviewing the best investment philosophy and ideas.

$SpaceX(SPCX.US)

$Tesla(TSLA.US)