Jim Cramer flags major SpaceX opportunity Wall Street may have missed

Impact · against what's priced in

The potential partnership between SpaceX and EchoStar to leverage Boost Mobile is a catalyst for SpaceX as it introduces a new revenue channel not currently accounted for in the market's AI-centric valuation. EchoStar also gains potential strategic value from the association, though the impact is secondary to the SpaceX growth narrative.

SPCX+0.40

Not in the price yet

In context

While the market is currently focused on AI infrastructure and cloud revenue, negotiations to offer wireless services via Boost Mobile create a new telecommunications growth lever that is not part of the current price assumptions.