SpaceX (SPCX) closed at $145.23 in the latest reported session. Q3 revenue and profit beat estimates, and the company is expanding its AI infrastructure—but a roughly $40B GPU lease raises the stakes on whether that spending pays off.

My lean: cautiously bullish on growth, while watching how the AI investment translates into returns.
Is SpaceX building its next growth engine—or taking on too much at once?

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