EPISODE · Jun 30, 2026 · 1H 22M
SpaceX Stock Deep Dive Analysis 🚀💲 (with Steven Mark Ryan)
from HyperChange · host Gali
My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)YouTube Solving the Money Problem: / @solvingthemoneyproblem SMR on X: https://x.com/stevenmarkryan1:22 Do you own $SPCX??4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters9:23 Starlink’s Insane Potential15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI25:22 SpaceX Is AI Compute Maxxing On Earth27:49 Agents Will Change How We Build Code29:48 Orbital Compute & Starship46:54 Bidding War for SpaceX Compute51:21 Grok can help SpaceX with AI53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media1:04:57 Terafab not getting enough coverage1:09:14 Asteroid Mining, Raw Materials from the Moon1:10:04 The Tesla + SpaceX Merger My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.
What this episode covers
My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)YouTube Solving the Money Problem: / @solvingthemoneyproblem SMR on X: https://x.com/stevenmarkryan1:22 Do you own $SPCX??4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters9:23 Starlink’s Insane Potential15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI25:22 SpaceX Is AI Compute Maxxing On Earth27:49 Agents Will Change How We Build Code29:48 Orbital Compute & Starship46:54 Bidding War for SpaceX Compute51:21 Grok can help SpaceX with AI53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media1:04:57 Terafab not getting enough coverage1:09:14 Asteroid Mining, Raw Materials from the Moon1:10:04 The Tesla + SpaceX Merger My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.
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SpaceX Stock Deep Dive Analysis 🚀💲 (with Steven Mark Ryan)
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