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Musk spoke—and the market didn’t just listen. It repriced the entire SpaceX story. 🚀 $SPCX ripped to 149.6 today, closing at 146.15, up 9.65%. From the recent low, it’s now up nearly 40%. And honestly? I sold my long position way too early. Watching this move without the position hurts. 😅 But the bigger story isn’t the price. Musk reportedly said AI revenue could surpass all other SpaceX businesses as soon as next month, while targeting 10 GW of AI computing capacity by the end of next year. If his long-term vision plays out, AI could eventually represent 99% of SpaceX’s value. That changes everything. SpaceX is no longer being valued simply as a rocket and space company. The market is starting to price it as a space + AI infrastructure + computing power giant. And when the valuation framework changes, the entire supply chain gets repriced with it. The catch? The spending is massive. Q2 CapEx reached $18.37B, with roughly $15.8B going into AI infrastructure, versus only $7.8B in revenue. That’s an enormous cash burn—but also a clear signal of how aggressively they’re building. And it’s not just computing power. Chips, memory, storage, optical communication—all of it benefits when AI infrastructure scales. That’s why we saw: $SKHYNIX +9%+ $SNDK +5.76% $MU nearly +5% With SanDisk also holding Investor Day today, the market is watching closely for its AI storage roadmap. The real trade may not be just SpaceX. It may be the entire AI infrastructure chain—from chips → storage → computing → optical connectivity. The market isn’t simply buying AI anymore. It’s repricing the infrastructure required to build it. 🚀📈 $SNDK $SKHYNIX $XAU #马斯克称AI将占SpaceX价值99% #DailyOrbit