Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Revenue from a major customer’s computing capacity exceeded Deutsche Bank’s original model, prompting the bank to raise its fourth-quarter revenue forecast and price target. However, the timeline for achieving the 13-gigawatt computing-capacity target and securing the vast sums needed for construction remain key constraints on the expansion plan.
Deutsche Bank ·
Prof G Markets hosts Scott Galloway and Ed Elson discuss how Musk merging one company into another often signals trouble for the former. They say Tesla is now the one in need of financial support, while SpaceX shareholders are the ones actually footing the bill. They also speculate that SpaceX could acquire Tesla as an indirect route into the S&P 500.
Prof G Markets (Scott Galloway & Ed Elson) ·
Morgan Stanley believes the share price of around 145 dollars already reflects primarily the space and connectivity businesses, leaving a relatively low valuation for AI. The main incremental value in its 300-dollar price target comes from enterprise AI, while Starship reuse, access to power and financing costs determine how far that thesis can go.
Morgan Stanley ·
Morgan Stanley views SpaceX’s cloud computing business as a financing path for robotics infrastructure. Enterprise AI contributes 166 dollars to its 300-dollar price target; the valuation is also constrained by commercialization, electricity supply costs and financing needs.
Morgan Stanley ·
