Smurfbee
06-23

It was selling fantasy and technically setup to grab cash from every possible ways to benefit 1 person the most. What deal was made to allow listing rules to be modified and index inclusion to be revised to pump up a net loss company? clearly worth at most 300B for selling hope. Data center in space?? Technically it's barely viable let alone realistic when you just look at heat dissipation alone and also maintenance. Creative ideas but mostly fantasy and I'd say borderline stupid for anyone to put money into such a company. TP is USD25 at best.

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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