
← Milk Road StocksNieuw · 38 min
SpaceX Could EXPLODE 200%... If Elon Pulls This Off
<p></p><p><a href="https://aura.com/milkroad">🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura</a></p><p><br></p><p>In today's episode, LG and Vincent break down why traditional neocloud companies are struggling despite booming demand for AI computing power, and why SpaceX could have a massive competitive advantage. As rising interest rates and enormous capital expenditures put pressure on CoreWeave and Nebius, SpaceX's diversified businesses, stronger balance sheet, and ability to monetize compute internally could make it a fundamentally different investment opportunity. But there's a catch: Elon Musk's ambitious AI expansion could require up to $400 billion in additional infrastructure investment. Can SpaceX secure enough capital, Nvidia GPUs, and data center capacity to deliver?</p><p><br></p><p>~~~~</p><p><a href="https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=lg_melvin_08/27"></a></p><p><a href="https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=lg_vincent_10/16">🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1</a></p><p><br></p><p>~~~~~</p><p><br></p><p>✊ Follow Milk Road on Social Media:</p><p>👉 Twitter: <a href="https://x.com/MilkRoadStocks">https://x.com/MilkRoadStocks</a></p><p>👉 YouTube: <a href="https://www.youtube.com/@MilkRoadStocks">https://www.youtube.com/@MilkRoadStocks</a></p><p>👉 Spotify: <a href="https://open.spotify.com/show/4M3BTZ2OIOjWbQCi1tqjHP">https://link.milkroad.com/spotify-mr-stocks</a></p><p>👉 Apple Podcast: <a href="https://link.milkroad.com/applepod-mr-ai">