In the latest 13F filings, Altimeter Capital, led by Brad Gerstner, increased its investments in tech stocks including SpaceX, Cerebras Systems, and Micron during a volatile second quarter. Gerstner views recent semiconductor market dips as buying opportunities rather than signs of a bubble, positioning his fund to benefit from the ongoing AI revolution. With a concentrated portfolio and a long-term focus, Altimeter’s bold moves in AI chipmakers and memory manufacturers signal confidence in sustained growth despite market turbulence. Investors may watch this fund closely as the tech sector navigates potential corrections and continued innovation.
D1 Capital Partners disclosed a massive stake in SpaceX, holding 126 million shares valued at $21.5 billion, making up nearly 62% of its portfolio as of June 30. This reflects a long-held conviction, as SpaceX only recently went public in June 2026. ...
SpaceX shares are trading just above their IPO price of $135, sparking debate over whether the current valuation is justified given the company's ambitious growth prospects in space and AI. Analyst price targets vary widely, from as high as $800 to a...
Scott Galloway, NYU Stern professor, called SpaceX shares "crazy overvalued," suggesting an intrinsic value of $10 to $30 versus the $146 close on Aug. 17, 2026. He cites a low public float of about 4%, forced buying from NASDAQ-100 inclusion, and sp...
Since going public just over two months ago, SpaceX's stock has experienced volatility but is down only about 2% from its $150 opening price. The company reported earnings that beat expectations, which lifted shares by 17% post-report and reinforced ...
SpaceX reported a 92% year-over-year revenue increase to $7.81 billion in Q2 2026, driven by growth in Starlink subscribers and AI segment expansion. Despite this strong revenue growth, the company continues to face operating and net losses, leading ...
