Options777
06-18
I'm bullish on $Space Exploration Technologies Corp(SPCX)$ because Elon Musk runs it. that's all, man has created incredible ventures through his life, this is no different.
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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Comments

  • CashCity
    06-18
    CashCity
    elon musk is a man with plenty of words but no substance
    • CashCityReplyOptions777
      if you actually read tesla's cash flow and income statements last year you would see there is negative free cash flow. his companies are all overvalued and thats how he is a trillionaire. he doesnt have cash, only assets that are valued high
    • Options777
      I dont think he's just air. his companies do produce a lot of results at a scale that most people. maybe he didn't really do everything personally or come up with the ideas, but being at the top at leading all these bright minds is no easy task
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