SpaceX is one of the few compa

SpaceX is one of the few companies trying to build entirely new industries rather than compete in existing ones. Satellite internet, reusable rockets, and Mars exploration all offer enormous optionality. I’m bullish for the next decade. @deal2deal come join

SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

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