🚀 After the first report, SpaceX shares fell by 13.6% (to $108). A split emerged in the market:
• Funds sell: They were frightened by the enormous costs of artificial intelligence and data centers—more than $18 billion per quarter. Big players fear this will eat into Starlink’s profit. 📉
• Individuals (and I) buy: Only in the first hour after the drop, retail investors snapped up shares worth $22.7 million. We see no losses in investing in II—only the future dominance of the company. Also, the price is now 20% lower than the IPO ($135).📈
• Risk: Insider stock lock-up unblocking begins for $100+ billion. The supply in the market may increase, which could temporarily pressure the price.⚠️
• What do analysts say? Morgan Stanley, BofA, and Oppenheimer maintain a forecast of $235–$300 per share.🎯
💡 Conclusion: Elon Musk has always bet on loyalty to retail investors (as with Tesla). While funds are scared of temporary costs, I view this drop as a good long-term entry point.
#SpaceX #SPCX #Tesla #ElonMusk #starlink