TD Cowen $SPCX began buying at a target price of $200, saying that renting AI computing will be its “fastest-growing source of revenue” as demand increases from <GOOGL> and Anthropic.
The company expects AI computing to account for most of its revenue by 2027, which is strange because SpaceX could become an AI computing company before the market fully prices Starlink and Starship
$GOOGL.US
#EarningsSeason #ملك_الصفقات_الناجحة