RT Charlie Bilello
Insanity: with a market cap of $2.96 trillion, SpaceX just passed Microsoft to become the 4th largest company in the world.
Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion
SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion
Post highlights the valuation disparity between SpaceX and Microsoft, noting SpaceX's $2.96T market cap surpasses Microsoft despite SpaceX having significantly lower revenue ($19B vs $318B) and negative net income (-$9B vs $125B profit). The author frames this as 'insanity,' suggesting skepticism about the valuation.
Used as comparison benchmark to highlight valuation anomaly. Author expresses no directional view on Microsoft itself; MSFT serves only as reference point for profitability contrast. No external data available to assess current price context.
事件 Earnings (EPS est 4.3265) · 2026-07-28
关键要点
SpaceX market cap reportedly $2.96T, becoming 4th largest company globally
Microsoft generates $318B revenue and $125B profit vs SpaceX's $19B revenue and $9B loss
Implicit criticism of valuation disconnect from fundamentals