SPCX เจาะลึก SpaceX IPO $1.75T ใหญ่สุดประวัติศาสตร์

What this episode covers

SPCX เจาะลึก SpaceX IPO $1.75T ใหญ่สุดประวัติศาสตร์S-1 ยื่นแล้ว target $75B valuation $1.75T3 ใน 1 Ticker (FY2025):1) Starlink $11.39B (61%) margin 63% กำไรหลัก2) Space $4.09B (22%) รอ Starship3) AI (xAI+X) $3.20B (17%) ขาดทุน $6.36Bงบ Q1 2026:- รายได้ $4.69B (+15%) / ขาดทุน $4.28B- Cash $15.85B (ลด $8.9B) / หนี้ $29.1B- Capex $10.1B (ทุ่ม AI $7.72B)ต้องรู้:1) Musk คุมโหวต 85% ผ่าน Class B2) Anthropic ดีลเช่าคอมพ์ $40B ถึงปี 20293) Starlink 10.3M ผู้ใช้ แต่ ARPU ลด 33%4) เป้าดาวอังคาร 1M คนเพื่อ vest หุ้น MuskPre-IPO proxy: DXYZ XOVR NASA (ไม่มี SET/DR/DRx ต้องเทรดนอกเสี่ยง FX)Bull $2T+ / Base $0.9-1.2T / Bear $130-300Bข้อมูลเพื่อศึกษา ไม่ใช่คำแนะนำลงทุน#theexpme #SPCX #SpaceX #Starlink #IPO #ElonMusk #xAI #DXYZ #หุ้นอเมริกา #ลงทุน

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This episode is 8 minutes long.

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This episode was published on May 22, 2026.

What is this episode about?

SPCX เจาะลึก SpaceX IPO $1.75T ใหญ่สุดประวัติศาสตร์S-1 ยื่นแล้ว target $75B valuation $1.75T3 ใน 1 Ticker (FY2025):1) Starlink $11.39B (61%) margin 63% กำไรหลัก2) Space $4.09B (22%) รอ Starship3) AI (xAI+X) $3.20B (17%) ขาดทุน $6.36Bงบ Q1 2026:-...

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