I don't buy it. 99% of internet traffic is thru cable and wireless cell towers. Nothing about space. Playing space satellites is ok but unlike cables and cell towers. they need to be replaced sooner than cables and cells. The cost effectiveness is just not there. Gimmick toy yes but actual serving to dense population is a No. As a flat earth, Spacex is just a glorified rocket that won't go anywhere.
$SanDisk Corp.(SNDK)$ Probability assessment Based on everything we’ve reviewed over the last few days: Bullish (60%) * Investor Day goes well. * HBF gains more attention. * AI demand remains strong. * Stock gradually recovers toward US$1,350–1,450. Neutral (25%) * Stock trades between US$1,180–1,320 while investors wait for the next quarterly results. Bearish (15%) * Broader semiconductor sector weakens. * AI spending slows materially. * The stock breaks below US$1,175 and establishes a lower trading range.
why is vera rubin a problem for this stock? crazy fund managers playing worries that don't exist. Currently nobody can overtake nvidia in all AI Period.
Nvidia Stock Finds Stability at $200 while The Future Hangs on Vera Rubin