My $SPCX thesis:
1. AI, Starlink (soon cell service), Space
2. AI is rapidly accelerating and the U.S. govt will NOT be using foreign AI, making SpaceX a prime candidate for contracts.
3. Starlink is profitable, wait until they introduce world wide cell service and potentially even a phone.
4. Space, from govt contracts to shuttling satellites and human exploration this will eventually be a multi trillion dollar business alone.
All 3 of these could be their own trillion dollar company. Yet with SpaceX you get exposure to all 3.
Target is $10-$20 trillion MC providing a 6-12x from current price (2030 Target).
I added $50k to my position today 🚀
1. AI, Starlink (soon cell service), Space
2. AI is rapidly accelerating and the U.S. govt will NOT be using foreign AI, making SpaceX a prime candidate for contracts.
3. Starlink is profitable, wait until they introduce world wide cell service and potentially even a phone.
4. Space, from govt contracts to shuttling satellites and human exploration this will eventually be a multi trillion dollar business alone.
All 3 of these could be their own trillion dollar company. Yet with SpaceX you get exposure to all 3.
Target is $10-$20 trillion MC providing a 6-12x from current price (2030 Target).
I added $50k to my position today 🚀
