SPCX: A Good Buy Spot

(1) I marked $115-120 range as potential BOTTOM for the first "rocket-return from the sky" mission a few weeks ago.

(2) now, it is only $12 away--for those who bought near $225 during the IPO week, they are 40% under water.

(3) when it gets there, a good buy spot

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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