Adam Jonas of Morgan Stanley says that “no one raised their hand” when he asked 40 clients who owned $SPCX, despite a $300 price target.
The potential upside he sees lies largely in computing: the consensus is around $17 per watt across 4.1 GW, while recent short-term contracts are closer to $40. So each additional $10 per watt could generate about $41 billion in revenue, without increasing capacity.
And that’s before fully recognizing how launches, Starlink, and AI computing reinforce one another: the upside comes from how these parts work together, not from any one business on its own.#EarningsSeason #ElicePlunges33%InKoreanIPODebut #KOSPIFallsMoreThan2% #SkyAISellsAllSOLAndLaunchesCashTenderOffer #SkyAISellsAllSOLAndLaunchesCashTenderOffer $PEPE
$BTC
$TRUMP
The potential upside he sees lies largely in computing: the consensus is around $17 per watt across 4.1 GW, while recent short-term contracts are closer to $40. So each additional $10 per watt could generate about $41 billion in revenue, without increasing capacity.
And that’s before fully recognizing how launches, Starlink, and AI computing reinforce one another: the upside comes from how these parts work together, not from any one business on its own.#EarningsSeason #ElicePlunges33%InKoreanIPODebut #KOSPIFallsMoreThan2% #SkyAISellsAllSOLAndLaunchesCashTenderOffer #SkyAISellsAllSOLAndLaunchesCashTenderOffer $PEPE
$BTC
$TRUMP