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🔥 99% AI. 1% Rockets. And My Short Is Stuck in That 1%. $SPCX has rallied from 108 to 146, gaining about 35%, while my short position is sitting at a 300U floating loss. I’m still holding. The rally gained momentum after Elon Musk said AI revenue could eventually exceed all of SpaceX’s other businesses combined. He believes the company could reach 10GW of AI computing power by the end of next year, with the potential to generate $300B–$500B in annual AI revenue. He even suggested AI could represent 99% of SpaceX’s value within five years. That’s a bold vision. For perspective, Nvidia generated around $60B in annual revenue last year. Projecting an AI business to reach $500B is an extraordinary expectation. The market clearly embraced the narrative. SPCX surged as investors shifted focus from rockets and Starlink to AI infrastructure. This shows how powerful market narratives can be. Sometimes, a compelling vision is enough to move prices long before the financial results arrive. I’m not saying Musk is right or wrong. I’m simply waiting for the evidence—real revenue, customer demand, and financial results. Stories can drive rallies, but in the long run, numbers decide the outcome. #CPIPPIEaseFedSplit #AIInfraEarningsWatch #SpaceX99%ValueFromAI