Research/SpaceX_ValuationdeckSpaceX_ValuationSectionsIn this documentSpaceX–xAI Combined EntityInvestment Thesis: Executive SummaryWhat Must Be True for $1.75T+ ValuationThe SpaceX–xAI Merger: What Was AbsorbedMerger: Financial Impact on Combined EntityValuation Framework: Three-Layer ArchitectureConsolidated Valuation & Share PricingRevenue Build: 5-Segment Projection (Base Case)Starlink Growth SensitivityRisk AssessmentKey Catalysts: IPO to Lock-Up ExpiryRecommended Position StrategySingh Capital Partners | ConfidentialSingh Capital Partners | ConfidentialSingh Capital Partners | ConfidentialSingh Capital Partners | ConfidentialOct 11, 2026Originally authored Apr 13, 202636 viewsContributorsDaniel Jordan, authorTanmay Singh, authorOpen in a new tab (SpaceX_ValuationDeck.pdf)Back to top
