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> Much of the investment thesis for SpaceX is a bet on Musk and his promise to build data centers in space and eventually send humans to Mars while trying to wi

by dotcoma 2mo ago

> Much of the investment thesis for SpaceX is a bet on Musk and his promise to build data centers in space and eventually send humans to Mars while trying to win in AI. Enough said.

jqpabc123 2mo ago
In other words, there is no rational thesis for investing in SpaceX.
- dotcoma 2mo ago
  Only the greater fool theory, perhaps.
  - jqpabc123 2mo ago
    Hopium and speculation is still not a "rational" thesis.