The Motley Fool
31 Oct 2026, 14:45 UTC · 1h ago
Why SpaceX Stock Is Worth Buying and Holding for 10 Years
Impact · against what's priced in
The news is a non-event for Nvidia as the SpaceX GB300 rollout and 10-gigawatt target are exactly the catalysts the market is currently refusing to price in. While the figures confirm strong demand, the price already explicitly declines these specific SpaceX-driven revenue streams.
- NVDA+0.10
Challenges what's priced in
- The price assumes
The SpaceX 10-gigawatt partnership generating $120–230 billion in incremental revenue
The article confirms SpaceX is adding 200,000 GB300 chips monthly and targeting 10 gigawatts by 2027; however, since the market currently declines to pay for this specific partnership, the confirmation provides a slight positive nudge but does not shift the fundamental valuation.
What NVDA's price assumes · Sep 1
