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I'd say that the case for SpaceX would be that of a bull trampling on a hibernating bear - a reversal in sentiment could happen in the blink of an eye. The reason for saying this is because the there is the bullish factor of the Starlink Cash Cow, structural cost advantage of reusable rocket technology and governmental related demand by NASA, U.S. Dept of War (Star shield). However, there are the dormant geopolitical risks of economic/regulatory/sovereign national security push-backs or bans. The narrative for SpaceXAI of orbital data centers is however futuristic and would serve as a good goalposts for forever shifting by our dear motivator, Elon Musk. @Star in the Sky @Kicks81