Dell is mentioned as a potential software layer play, but has momentum risk due to recent gains.
Source Post
This is an INSANE Flip Flop on SpaceX Stock
Sep 14, 2026
The creator discusses the valuation of SpaceX, noting a significant shift in analyst expectations driven by the company's AI business and data center compute contracts. Initially, projections for AI infrastructure operating income were low, but have since surged, altering long-term cash flow and earnings forecasts. The creator questions the current valuation, suggesting that at $150 per share, the stock offers a low return unless it drops significantly, and highlights that the market may be mispricing the stock given its growth potential.
Linked Mentions
Tickers discussed in this post
Core Scientific is mentioned as a potential play in the application layer of AI software.
Amazon is mentioned as a potential play in the application layer of AI software.
Microsoft is mentioned as a potential play in the application layer of AI software.
Enphase Energy is mentioned as a high-risk call option for solid-state transformers, forecasting out to 2028.
Bloom Energy is mentioned as a potential data center play if forecasting out to 2028.
Marvell is mentioned as a data center play in the AI infrastructure layer.
Broadcom is mentioned as a data center play in the AI infrastructure layer.
Nvidia is mentioned as a data center play in the AI infrastructure layer.
Oracle is trading for a one PEG ratio, which is considered really cheap.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.