When people picture ***** e Exploration Technologies (NASDAQ: SPCX), the first things that likely come to their minds are its reusable Falcon rockets. What investors may not fully grasp is that ***** eX is building a three-headed machine across launch, satellite internet, and artificial intelligence (AI) computing.
Currently, ***** eX boasts a market capitalization of just under $2 trillion. The question I am wondering is whether the AI pillar can stretch that value toward $3 trillion without the broader story falling apart.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The short answer to that question is yes, it's possible. But it's not guaranteed. ***** eX's path to a $3 trillion market cap would have to run through cash flow that thus far has come from just one side of the business, but that now has a second engine quietly warming up.
The ***** e business was ***** eX's original foundation. This segment specializes in launching rockets -- the Falcon 9 and Falcon Heavy -- that carry NASA crews and cargo, as well as private company payloads.
#rockets
Currently, ***** eX boasts a market capitalization of just under $2 trillion. The question I am wondering is whether the AI pillar can stretch that value toward $3 trillion without the broader story falling apart.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The short answer to that question is yes, it's possible. But it's not guaranteed. ***** eX's path to a $3 trillion market cap would have to run through cash flow that thus far has come from just one side of the business, but that now has a second engine quietly warming up.
The ***** e business was ***** eX's original foundation. This segment specializes in launching rockets -- the Falcon 9 and Falcon Heavy -- that carry NASA crews and cargo, as well as private company payloads.
#rockets
5 hours ago
