SpaceX Cratered 20% in The Last Month: This Wall Street Pro Predicts 500% Returns at Today's Price

Impact · against what's priced in

SpaceX faces a new material headwind as Democratic wins in Texas threaten the data center approvals essential for its AI compute scaling. While strong Q3 financials and Starshield contracts are already reflected in valuations, the potential for regulatory probes and capex increases creates a genuine downside risk to the AI infrastructure thesis.

SPCX−0.50

Challenges what's priced in

The price assumes