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What is the forecast for SpaceX?

Link Copy 2026-06-21 10:45:15

Prediction

There will be growth in year 6, but by 2027 it will disappoint investors.

Reason

At the peak of IPOs and the euphoria of artificial intelligence, the market often ignores the bad news. Investors are buying stories about the future: robotaxi, AGI, Mars, revolution in transportation. Revenues and margins fade into the background. In 2027, everything will change. The company simply has nowhere to make a profit. This is not a Tesla that could share technology for money and achieve payback thanks to the introduced zero-emission laws. Nobody needs space. Starlink will not be able to cover the losses. Grok is lagging behind in the development of artificial intelligence and will not catch up with competitors in the near future. In 2025, Tesla's global shipments decreased by about 9% year-on-year, and the company lost leadership in electric vehicle sales to China's BYD, and according to Tesla reports, it continued to gradually lose market share in Q1 2026 as the overall electric vehicle market grows faster and competitors become more aggressive. Tesla's autopilot is inferior to Waymo in terms of real driverless autonomy. The Optimus robot still does not know how to work stably in the “real world without control.”

There will be growth in year 6, but by 2027 it will disappoint investors.

For a SpaceX shareholder, the question is as follows: Will Grok be better than ChatGPT and Claude? This may turn out to be almost as important as the question Will Starship be able to fly to Mars?. And 2027 will be the year of verification: is Grok making money? Is Starlink growing as fast as promised? Does Starship have any commercial success? Is the estimate of trillions of dollars justified?

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Will the U.S. Be Able to Isolate China?

Link Copy 2025-04-17 10:39:30

Prediction

The United States has already missed China's development, and now no protective duties will help

Reason

The United States is trying to create an anti-Chinese coalition. The implementation of the American plan will fail due to the scale of the Chinese economy and the unwillingness of countries to act at the behest of the Americans. China opposes the escalation of the trade war and responds to the imposition of duties on its goods in the United States. China has also raised tariffs on U.S. products and imposed restrictions on mineral exports to the United States.

The United States has already missed China's development, and now no protective duties will help

The White House is seeking to force dozens of countries to abandon trade with China. The Americans are offering to strike a deal with Washington in exchange for lower import duties, but other countries are already benefiting more from trade with China than from U.S. trade

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When will the civil war in Syria end?

Link Copy 2023-04-02 14:37:30

Prediction

In 2025. US to withdraw troops from Syria

Reason

At the moment, the Democrats do not want to withdraw troops from Syria. With the advent of a new Republican president, the situation will change.

In 2025. US to withdraw troops from Syria

Syria is already starting to restore diplomatic relations with neighboring countries

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Can the yuan become the world's reserve currency?

Link Copy 2023-04-12 14:12:14

Prediction

Currently no

Reason

The yuan is not a freely convertible currency. It can only buy Chinese goods.

Currently no

The PRC is the world leader in the production of most industrial goods. This is facilitated by the weak exchange rate of the yuan against the dollar. If the yuan becomes the world's reserve currency, it will strengthen against the dollar, which means that China's industry will lose its competitive advantages.

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