Happy Guy
06-19

SPCX is just like another BTC. Believe in it and you will be a winner years down the road...

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

  • X.T
    06-19
    X.T
    不过这个时间会拉的有点长,每个计划都不是那么容易实现的,传给下一代完全可以考虑😂
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