🚀 WALL STREET MAY BE UNDERestimating $SPCX
Morgan Stanley’s Adam Jonas reportedly asked 40 clients who owned $SPCX — and not a single hand went up. 👀
Yet his target sits around $300.
The bigger opportunity may be in AI + compute infrastructure. ⚡
With consensus around ~$17 per watt across 4.1 GW, while recent short-term contracts are closer to ~$40, every additional $10 per watt could potentially translate into roughly $41B in revenue without adding more capacity.
And that’s before factoring in the bigger picture:
🚀 Launch infrastructure
🛰️ Starlink
🤖 AI compute
⚡ Energy + data centers
The real upside may not come from one business alone — but from how all these pieces reinforce each other.
The market may be looking at the parts… while the bigger opportunity is in the whole ecosystem. 📈