Investors are getting the SpaceX IPO wrong, and the real value is in
its sovereign AI, hedge fund manager Gene Munster says
opalesque
2 months ago
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Gene Munster argues that investors are focusing too narrowly on the IPO angle and missing the bigger strategic value in SpaceX's AI-related positioning. His thesis is that the company's future upside may be tied as much to data, infrastructure, and sovereign AI relevance as to rockets and satellites...
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