Nancy Tengler says investors comparing SpaceX to Meta's IPO are missing the point. She believes Amazon is the more relevant comparison.

Palantir co-founder says SpaceX's valuation debate misses the bigger picture, arguing the company sits at the center of a multi-trillion-dollar AI infrastructure boom.

Nancy Tengler says SpaceX investors are betting on Elon Musk's vision, not near-term fundamentals. Here's why she compares the company to Amazon.

Nancy Tengler says investors comparing SpaceX to Meta's IPO are missing the point. She believes Amazon is the more relevant comparison.

SpaceX could prioritize profitability today, but one space economy expert says the company is choosing growth instead — much like Amazon did for years.