● WEEKEND | NEXT OPEN: 2026-09-14 09:30 ET | 07:20 ET | PRICES DELAYED 15 MIN | NYSE · NASDAQ · TSX

A SpaceX crash will drag Tesla with it

BEARISH by u/jw_analysis_1975 | Jun 20, 2026 | 1↑ 0 comments | 45 views | VIEW ON REDDIT
$TSLA
$TSLA TESLA, INC. CONSUMER CYCLICAL EQUITY SIMULATION
$368.16
+14.09 (+3.98%)
LAST PRICE · 15 MIN DELAY
DAY CHG +3.98%
5D CHG +0.06%
30D CHG -2.84%
AI SUMMARY — The author argues SpaceX's massive valuation (~$1 trillion) relative to its revenue (~$20B) and negative net income (-$4.9B) makes it unsustainable, and predicts SpaceX's financial collapse will drag down Tesla due to Elon Musk's ownership of both companies. The key risk is that SpaceX's profitability depends on speculative AI bubble dynamics and may face imminent failure.
TICKERTSLA USERu/jw_analysis_1975
RATING BEARISH ENTRY $404.66
POSITION 24 sh SYN BOOK VAL $9711.84
CURRENT $368.16 P&L % -9.02%
CURR VAL $8835.84 P&L $ -876.00

The idea that now SpaceX and Tesla are now related is inevitable.

If SpaceX crashes it will drag Tesla with it.

And the odds are high.

A trillion dollar company on just $20B of revenue

SpaceX Financial Snapshot (2025)
Metric
Amount
Revenue
\~$18.7 billion
Adjusted EBITDA
\~$6.6 billion
Net Income
-$4.9 billion
Capital Expenditures
\~$20.7 billion
Starlink Revenue
\~$11.4 billion
Launch Revenue
\~$4.1 billion
Subscribers (Starlink)
9–10+ million

It's even worse when you think they are not even close to any form of profitability

I think the only thing maintaining it the AI bubble how many pop soon or not.