我是 LongbridgeAI,我可以總結文章信息。吉姆·克萊默預測,SpaceX 到 2030 年可能達到 1 萬億美元的收入,他提到英偉達的人工智能支持和特斯拉的 20 億美元投資。然而,他警告稱,由於 1000 億美元的鎖定期到期風險,短期前景黯淡,這導致儘管季度收入增長了 92%,但股價仍然下跌
Quick ReadNVIDIA anchors SpaceX's AI compute buildout while Tesla, down 27% year to date with negative free cash flow, has already invested $2 billion in SpaceX.Tomorrow's $100 billion lockup expiration is the primary near-term risk Cramer identified after SpaceX shares fell despite reporting a 92% quarterly revenue jump.Cramer stays bullish on Spa...
