SpaceX vs. Tesla: Which Will Grow More Over the Next 12 Months?

The article compares SpaceX and Tesla as Elon Musk-linked investments over the next 12 months. Tesla is presented as the more visible and financially grounded business after beating Q1 EPS estimates, expanding automotive gross margin to 21.1%, and growing Full Self-Driving subscriptions 51% to 1.28 million. It also has a strong $44.74B cash position. By contrast, SpaceX/ SPCX is described as a post-IPO story with a sharp initial pullback, negative forward EPS, and valuation risk tied to lock-up expiration, even though Starlink and launch growth are key long-term drivers. The piece says models favor SpaceX for raw upside, but Tesla offers higher confidence and clearer cash-flow visibility. Overall, the market takeaway is mixed: SpaceX may have greater speculative upside, while Tesla appears less risky and more fundamentally supported in the near term.