As an Alphabet shareholder, the creator would want Alphabet to sell all of its SpaceX stock if it can exercise the option, due to valuation concerns.
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SpaceX Stock Historic Investor Update: Buy or Sell After Earnings? (Live Coverage) SPCX Stock
Aug 4, 2026
SpaceX held its first-ever investor update, reporting significant revenue growth driven by its AI and cloud services segments. While the company is currently losing money on the bottom line, the CFO highlighted strong operating leverage and margin expansion due to new AI compute agreements. The creator notes that renting out computing capacity stabilizes the business in the short term but may impact long-term AI model competitiveness.
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SpaceX reported strong revenue growth driven by AI and cloud services, with the CFO highlighting margin expansion from AI compute agreements, though the company is still losing money.
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