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Positive analyst targets and high-profile endorsements can attract new money, especially for a growth story with compute-revenue potential; limited immediate fundamentals data from SpaceX’s public disclosures keeps upside contingent on execution and financing.
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Jim Cramer praised SpaceX on CNBC, highlighting profitable compute rentals with Nvidia, Anthropic, and Alphabet. Goldman Sachs and Morgan Stanley raised targets, signaling growing investor enthusiasm as SpaceX expands chip-related revenue. If SpaceX sustains this ramp, SPCX could re-rate on earnings potential ahead of peers.
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