The Motley Fool
30 Oct 2026, 09:50 UTC · 54m ago
AMD vs. SpaceX: Here's The Stock I'd Buy Now
Impact · against what's priced in
The news is a net positive for Nvidia as it validates a massive revenue stream the market has previously ignored, while it reinforces the bearish case for AMD by closing a potential growth door. Meta remains unaffected as the news pertains to infrastructure choices by a third party.
- NVDA+0.60
Challenges what's priced in
- The price assumes
The SpaceX 10-gigawatt partnership generating $120–230 billion in incremental revenue
Elon Musk's confirmation that SpaceX will build exclusively on Nvidia's Vera Rubin architecture directly supports a high-value partnership that the market has previously declined to price in.
What NVDA's price assumes · Sep 1
