Postaus

🚀 Musk Spoke — And the Market Didn’t Just Listen. It Repriced the Entire SpaceX Narrative. $SPCX surged to 149.6 today before closing around 146.15, up 9.65%. From its recent low, the stock is now up nearly 40%. And honestly, I exited my long way too early. Watching this move from the sidelines hurts. 😅 But the bigger story isn’t the price. Musk reportedly suggested that AI revenue could surpass SpaceX’s other businesses as soon as next month, while the company targets 10 GW of AI computing capacity by the end of next year. If that long-term vision becomes reality, AI could eventually represent 99% of SpaceX’s value. That completely changes the valuation narrative. SpaceX is no longer being viewed purely as a rocket and space company. The market is increasingly pricing it as a combination of: 🚀 Space infrastructure 🤖 AI infrastructure ⚡ Computing capacity And when the valuation framework changes, the entire supply chain can get repriced alongside it. Of course, there’s a major catch: The spending is enormous. Q2 CapEx reportedly reached $18.37B, with around $15.8B directed toward AI infrastructure, compared with approximately $7.8B in revenue. That’s an incredible level of spending—but it also shows how aggressively the company is building out its AI infrastructure. And the opportunity doesn’t stop at computing. Chips, memory, storage, networking, and optical communication can all benefit as AI infrastructure continues expanding. That’s why we’ve seen moves such as: 📈 $SKHYNIX +9%+ 📈 $SNDK +5.76% 📈 $MU nearly +5% With SanDisk also holding Investor Day today, the market is paying close attention to its AI and storage roadmap. The bigger trade may not simply be SpaceX. It could be the entire AI infrastructure chain: Chips → Memory → Storage → Computing → Connectivity The market isn’t just buying the AI narrative anymore. It’s repricing the infrastructure needed to build it. 🚀📈 $SNDK $SKHYNIX $MU $XAU #CPIPPIEaseFedSplit #AIInfraEarningsWatch