I don’t think SpaceX is priced into GOOG yet

Alphabet reported about $8 billion in unrealized gains from its SpaceX investment in Q1 2025, which is nowhere close to the roughly $112 billion value(Alphabet’s estimated 7.5% stake) implied by a $1.5 trillion SpaceX IPO. This gap suggests that analysts aren’t fully pricing private-company valuations like SpaceX into Alphabet’s stock.

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• Then the gap is too big and too obvious. Does not seem right -QQQ2074- ♂ (0 bytes) () 12/12/2025 postreply 17:27:48

• It is because SpaceX's valuation has increased dramatically -jliu6667- ♂ (393 bytes) () 12/12/2025 postreply 17:59:52