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Positive if Morgan Stanley's AI thesis validates SpaceX's undervalued AI segment, potentially lifting SPCX via higher underlying SpaceX valuation; risk remains from near-term volatility and insider lockup timing that can trigger rapid ETF flows.
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Morgan Stanley argues SpaceX's AI business is undervalued, potentially lifting SPCX and other leveraged ETFs if the AI thesis gains traction. The catalyst is a potential re-rating as AI capital needs and profitability signals improve; however, SpaceX's volatility and an insider lockup drift could keep SPCX swings intense in the near term.
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