X @Herbert Ong
Herbert Ong·2026-08-26 21:40
Business Performance and Strategy - SpaceX artificial intelligence business revenue is projected to potentially exceed the rest of the company combined in the upcoming quarter [1] - SpaceX computing capacity continues to experience ongoing expansion, with expectations pointing toward potential major new computing agreements [1] Market Dynamics and Valuation - SpaceX stock price stabilizes around 135 dollars, while unlocked shareholders show limited interest in selling below this price level [1] - Market expectations may be underestimating the rapid acceleration rate of the artificial intelligence business division [1]