SpaceX Halo Lifts TSLA Discussion as IPO Fever Grips Retail Investors

SpaceX is the main catalyst: Goldman Sachs’ $322 billion revenue forecast and the June 12 IPO sparked massive Reddit engagement.
Musk’s “generational founder” status unites the thesis: Retail sees SpaceX and Tesla as two sides of the same AI-infrastructure coin.
Valuation anxiety persists: Some value-oriented traders question whether SpaceX’s $1.75-2 trillion price tag leaves any margin of safety.

On Thursday, June 4th,

$TSLA re-emerged as a dominant force in retail conversation, claiming the #2 spot on the Tendie.bot ticker ranking with a sentiment score of 0.65. The discussion, however, was less about electric vehicle deliveries and more about a different Musk enterprise: SpaceX.

The SpaceX IPO Gravity Well

Retail investors on r/stocks were laser-focused on two massive headlines. First, Goldman Sachs published a note expecting SpaceX revenue to explode 100x to $322 billion by 2030, driven by AI hardware rentals. Second, the Space Exploration Technologies Corp. IPO—slated for June 12 at a reported $1.75 trillion to $2 trillion valuation—is on the horizon, with retail brokerages like Robinhood and Fidelity securing a 30% allocation.

Reddit user tire_an summarized the excitement: “Goldman says they expect SpaceX revenue to increase dramatically...with the xAI acquisition, SpaceX does have a lot of hardware. I wonder if they could do more things such as the Anthropic deal, renting out hardware.” The post drew 646 upvotes and over 300 comments, many of which explicitly linked SpaceX’s AI-hosting potential back to

$TSLA’s Dojo supercomputer and the broader Musk ecosystem.

Analyst commentary amplified the crossover thesis. Deepwater Asset Management’s Gene Munster called Elon Musk a “generational founder” and framed SpaceX as a “core tech holding” rather than a speculative bet. On r/stocks, users debated whether the IPO valuation was justified, with many arguing that if SpaceX is worth $2 trillion,

$TSLA—still carrying its huge automotive and energy business—is perhaps undervalued by comparison.

TSLA

The Counter-Narrative: Is the Market Efficient?

Not everyone on Reddit was buying the hype. A post on r/stocks titled “Is there still an ‘efficient’ market?” struck a notably bearish tone, pointing to

$TSLA and Palantir as prime examples of “eye-watering valuations” that defy traditional Graham-and-Dodd logic. The author lamented that “hype-driven trading” now dominates, making value investing feel obsolete.

Meanwhile, on r/wallstreetbets, one trader confessed that buying 0DTE puts on

$TSLA and QQQ was a “poor trade...initially,” though they recovered by doubling a $2k account later in the week. That post racked up over 1,000 upvotes, underscoring the speculative energy still swirling around Tesla options.

The Net Takeaway

Thursday’s data suggests that

$TSLA is increasingly traded as a derivative of Musk’s entire portfolio rather than as a standalone car company. The SpaceX IPO has become a powerful narrative tailwind for the stock, injecting fresh debate about synergies between AI, autonomous driving, and space-based infrastructure. With all eyes on June 12, the retail crowd is watching to see if the “blast radius” from the biggest IPO ever lifts Tesla along with it.

$TSLA

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