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On October 24, 2026, George Noble offered his assessment, calling SpaceX's $2.2 trillion market valuation the most absurd pricing in the history of capital markets, and said it doesn't matter whether revenue is $40 billion or $60 billion. He also said his largest position is a short on CoreWeave, and the reason isn't in the stock chart but in its bonds. He further argued that this AI cycle doesn't lack demand—it lacks ROI. There are currently no subsequent developments.
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George Noble calls SpaceX's valuation absurd and shorts CoreWeave
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Oct 24
Saito Hardcore Hacker
George Noble calls SpaceX's $2.2 trillion valuation the most absurd pricing ever, with his largest position being a short on CoreWeave
George Noble says SpaceX's $2.2 trillion valuation is the most absurd pricing in the history of capital markets, and whether revenue is $40 billion or $60 billion doesn't matter. His largest position is a short on CoreWeave, and the reason lies not in the stock chart but in its bonds. He believes this AI cycle doesn't lack demand—it lacks ROI.