SPA

SPACEX

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Convequity 1mo ago

SPASPACEXLONG1mo ago

“The market is currently pricing something closer to a high-growth satellite and launch business. It has not yet fully priced the possibility that SPCX becomes the lowest-cost provider of frontier AI i”

Convequity

The market is currently undervaluing SpaceX by pricing it primarily as a satellite broadband and launch business, failing to fully account for its potential as a vertically integrated, lowest-cost provider of frontier AI infrastructure at planetary scale.

SPASPACEXLONG@ $153.09

$108.70-29.00%

since call Jun 23

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SPASPACEXLONG1mo ago

“SpaceX s strategy of monetizing underutilized or newly built infrastructure at attractive economics, while simultaneously advancing its longer-term ambitions in orbital AI compute.”

Convequity

SpaceX has secured massive, multi-year contracts with major AI developers like Anthropic and Google, demonstrating strong demand for its data center capacity and a profitable strategy for its infrastructure.

SPASPACEXLONG@ $193.38

$108.70-43.79%

since call Jun 17

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