Morgan Stanley’s Adam Jonas says “not a single hand went up” when he asked 40 clients who owned $SPCX — even with a $300 price target. 👀
His bullish case is mainly tied to compute. Consensus sits around $17 per watt across 4.1 GW, while recent short-term contracts are reportedly closer to $40 per watt.
That means every additional $10 per watt could potentially generate ~$41B in revenue without adding more capacity. 🚀
And that’s before fully pricing in the potential synergy between launch, Starlink, and AI compute.
The bigger opportunity may not be one business alone — it’s how all the pieces connect. 🔥
$SPCXB
#SPCX #Stocks #AI #Starlink
His bullish case is mainly tied to compute. Consensus sits around $17 per watt across 4.1 GW, while recent short-term contracts are reportedly closer to $40 per watt.
That means every additional $10 per watt could potentially generate ~$41B in revenue without adding more capacity. 🚀
And that’s before fully pricing in the potential synergy between launch, Starlink, and AI compute.
The bigger opportunity may not be one business alone — it’s how all the pieces connect. 🔥
$SPCXB
#SPCX #Stocks #AI #Starlink
