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$SPACEX PRICE TARGET DOUBLED — ANALYST SEES $300 ON AI VERTICAL INTEGRATION 🎯
SpaceX's private market price is already reflecting a premium, but Morgan Stanley's Adam Jonas has set a $300 target, implying a 100%+ upside from current levels. The thesis? SpaceX is becoming an AI infrastructure play — not just a launch provider.
Revenue projections jump from $18.7B in 2025 to $319B by 2030, with most growth tied to building global connectivity and computing networks. This is a long-term structural bet on vertical dominance, not a quarterly earnings swing.
Do you see SpaceX achieving that scale in a rapidly maturing space economy, or is the growth curve too steep?
Not financial advice. Always manage your risk.
#SPACEX #PrivateMarkets #AIInfrastructure #GrowthThesis
🎯
SpaceX's private market price is already reflecting a premium, but Morgan Stanley's Adam Jonas has set a $300 target, implying a 100%+ upside from current levels. The thesis? SpaceX is becoming an AI infrastructure play — not just a launch provider.
Revenue projections jump from $18.7B in 2025 to $319B by 2030, with most growth tied to building global connectivity and computing networks. This is a long-term structural bet on vertical dominance, not a quarterly earnings swing.
Do you see SpaceX achieving that scale in a rapidly maturing space economy, or is the growth curve too steep?
Not financial advice. Always manage your risk.
#SPACEX #PrivateMarkets #AIInfrastructure #GrowthThesis
🎯
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