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$SPCX Musk spoke, and the stock exploded nearly 40% from its recent low 👀
A single 29-minute call pushed the price from $104 to $146. Whether the valuation makes sense is another question, but the market clearly bought the story.
Musk said AI revenue in September will surpass all other businesses combined — “definitely.” The stock jumped 9.7% that day and shorts were squeezed hard.
But the numbers deserve attention too.
Q2 revenue came in at $7.8B versus $18.3B in capex. Starlink remains the strongest cash generator, while AI, rockets and Starship require massive investment.
The long-term AI vision is huge: compute capacity targeting 10GW by year-end and potentially $300–500B in annual revenue. But several major milestones still need to be delivered.
⚠️ Another risk: five upcoming unlock events could release significant new supply into the market.
Technically, $146–149 remains key resistance. Buyers are appearing below $140, while $135 is an important level.
My view: don’t chase the hype. If $149 keeps rejecting, downside could open toward $140 and potentially $125–130 if $135 breaks.
Words can move a stock fast — delivered results have to keep it there.
$SPCX $xSPCX
#SP500Nears8000 #CPIPPIEaseFedSplit #SandiskLongTermTargets
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El pulso del mercado hoy
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3#Anthropic inicia la gira de presentación para la OPI, con una valoración que vuelve a subir a 1.8 billones de dólares
