To The Moon

SpaceX investors have just experienced a wild few sessions. November 5: SPCX -9.05%. Closing at: $123.62. November 6? +8.62%. Closing at: $134.27. And Deutsche Bank is maintaining its: $250 PRICE TARGET. That's approximately 86% above Friday's closing price. So why is Wall Street suddenly so divided? Texas is tightening restrictions on new AI data centres. The new governor-elect wants stronger protections for electricity, water and local communities. That sounds bearish for AI infrastructure. But Deutsche Bank sees another possibility. WHAT IF RESTRICTING COMPUTE SUPPLY MAKES EXISTING CAPACITY MORE VALUABLE? I think that's a powerful argument. But I found another number that deserves just as much attention. $16.4 BILLION. And it could determine whether the SpaceX AI story becomes an extrao

SpaceX investors have just experienced a wild few sessions. November 5: SPCX -9.05%. Closing at: $123.62. November 6? +8.62%. Closing at: $134.27. And Deutsche Bank is maintaining its: $250 PRICE TARGET. That's approximately 86% above Friday's closing price. So why is Wall Street suddenly so divided? Texas is tightening restrictions on new AI data centres. The new governor-elect wants stronger protections for electricity, water and local communities. That sounds bearish for AI infrastructure. But Deutsche Bank sees another possibility. WHAT IF RESTRICTING COMPUTE SUPPLY MAKES EXISTING CAPACITY MORE VALUABLE? I think that's a powerful argument. But I found another number that deserves just as much attention. $16.4 BILLION. And it could determine whether the SpaceX AI story becomes an extrao