Paid DailyPDPaid Daily
Open the desk
tastylive

Elon Musk Says SpaceX Hits $100 Trillion. Here’s What the Options Are Pricing.

NowPress play to follow along0:00 / 6:47
Chapters11 segments · tap to seek
ticker lesson

Breakdown

0:00SPCE· ticker

SpaceX — $100T in 110 years, $2T now

  • Musk says SpaceX will be $100T in 110 years
  • Today at $2T, $98T gap
  • Wall Street avg $216 target
  • 28 of 38 analysts say buy
  • AI models avg $111, none say buy
2:32GROK· ticker

Grok — strong sell on parent

  • Grok gives SpaceX strong sell
  • Target $115
  • In-house AI won't cosign
4:17SPCE· ticker

SpaceX — 48x growth needed

  • Must grow 48x to hit $100T
  • 47% annual growth for 10 years
  • Stock doubles every 22 months
6:00NVDA· ticker

Nvidia — 140x growth in 10 years

  • Nvidia up 140x in 10 years
  • 64% annual growth
  • Now $4.5T market cap
6:01AMD· ticker

AMD — 92x growth in 10 years

  • AMD up 92x in 10 years
  • 57% annual growth
  • Market cap under $40B start
6:02MU· ticker

Micron — 60x growth in 10 years

  • Micron up 60x in 10 years
  • 50% annual growth
  • Market cap under $40B start
6:03SPCE· ticker

SpaceX — 22x current Nvidia

  • Proposed $100T is 22x current Nvidia
  • Nvidia at $4.5T
  • SpaceX at $2T
6:04SPCE· ticker

SpaceX — 5.4T in 10 years at 10% return

  • At 10% return, SpaceX gets to $5.4T
  • Only 5% of Musk's $100T
  • Mag 7 combined at $25T
6:05SPCE· ticker

Options — $86 expected move

  • Options expect $86 move either way
  • Only to $225
  • No way to project 10 years out
6:06lesson

Options math for 10-year growth

  • Options can't predict 10 years out
  • Longest options to 2029
  • Expected move only $86
6:07lesson

Volatility and stock growth

  • Volatility decreases as stock grows
  • Nvidia volatility dropped from 60s to 40s
  • SpaceX volatility may drop to 50s/40s

Informational only — this is tastylive’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.