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SpaceX reported blowout Q3 earnings with $14.6B revenue (161% YoY growth) and $4.4B net income. The AI division generated $7.6B in revenue with 830% YoY growth and turned profitable. The analyst predicts SpaceX stock could reach $360 by end of 2027 (122% upside) based on planned AI compute capacity expansion to 13-20 GW and potential $250B+ annualized revenue run rate.
Anthropic, the AI company behind Claude, is preparing for an IPO with a targeted $2 trillion valuation. While the company achieved explosive revenue growth (12x in 2024, 45% Q2-Q3 2026), it remains unprofitable with massive infrastructure spending. Depending on market scenarios, a $5,000 investment could be worth $15,000 (bull case), $3,000 (base case), or $750 (bear case) in five years. The author expresses skepticism about the bull case, believing AI will become commoditized.
Nvidia has concentrated 80% of its investment portfolio in two AI stocks: SpaceX (33%) and Intel (47%). SpaceX shows strong AI revenue growth with $41 billion in annual customer commitments but trades at an expensive 68x sales valuation. Intel reported its fastest quarterly growth in 15 years but continues losing market share to AMD and Arm despite strong CPU demand.