Dan Ives (Wall Street's top tech analyst) just called it:
$SPCX looks expensive NOW, but in 2-3 years? It's gonna be a top-tier AI play.
Why? Market still sees SpaceX as just a rocket company. Wrong.
They've got:
• Massive ground-based AI compute infrastructure
• Frontier model development capabilities
• Orbital AI data center plans in the pipeline
If those orbital data centers hit in the next few years, today's valuation will look like a steal.
You're not buying rockets. You're buying the future AI infrastructure layer that lives in space.
Invest in what's coming, not what's here.
$SPCX looks expensive NOW, but in 2-3 years? It's gonna be a top-tier AI play.
Why? Market still sees SpaceX as just a rocket company. Wrong.
They've got:
• Massive ground-based AI compute infrastructure
• Frontier model development capabilities
• Orbital AI data center plans in the pipeline
If those orbital data centers hit in the next few years, today's valuation will look like a steal.
You're not buying rockets. You're buying the future AI infrastructure layer that lives in space.
Invest in what's coming, not what's here.