$SpaceX(SPCX)$ is clearly trying to become more than a rocket company. Grok Bot puts it directly into the enterprise AI agent race, while the potential $60B Cursor acquisition could give it a powerful AI software platform.
But the market may be getting ahead of itself.
The real test isn't whether SpaceX can launch an AI product — it’s whether Grok Bot and Cursor can generate meaningful revenue and eventually justify the massive AI spending.
The recent rebound shows investors are excited, but the pullback is a reminder that the AI thesis still needs proof.
If Cursor closes smoothly and enterprise adoption takes off, $SPCX could get a major AI re-rating.
For now, I’m watching the numbers rather than chasing the hype.
@WallStreet_Tiger [思考]
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