◆ NeutralSPCX
CEO Elon Musk Just Announced Great News for SpaceX Stock Investors
The Motley Fool·
Elon Musk projects that AI could represent 99% of SpaceX's value within 4-5 years, with the company's AI revenue growing 247.5% year-over-year to $2.6 billion in Q2. However, analysts warn the bull thesis is risky due to fierce competition, heavy reliance on a single customer (Anthropic) for 19.5% of AI revenue, and uncertainty about sustained AI infrastructure spending growth.
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