SignalTrades captures public trade calls from finance podcasts, YouTube, newsletters, and similar sources, then tracks the outcome so source records can be compared with receipts instead of vibes.
Total return in the call's direction across recent tracked long and short calls.
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SpaceX has genuinely impressive businesses — Starlink is highly profitable and its rockets are far cheaper to launch than competitors — but at roughly 100 times annual revenue, the stock's price is being driven more by excitement than fundamentals, and the podcast hosts aren't convinced the math holds up.
The Intrinsic Value Podcast is bullish on SPCX because SpaceX dominates rocket launches so thoroughly — putting more mass into orbit than every other country and company combined — and its Starlink satellite internet business is becoming more profitable, so those two engines should grow the company's value steadily even while its AI division is currently losing money.
Sievert Larson's bearish case on SPCX rests on the idea that its AI division burns through cash with no realistic path to profit and is essentially being kept alive by the company's better businesses — a warning sign that the overall stock is propped up rather than genuinely healthy.