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How To Allocate To AI: TSLA + SPCX + SOTP Valuation, Moat & Abundance🚀🤖💰
InvestAnswers
How To Allocate To AI: TSLA + SPCX + SOTP Valuation, Moat & Abundance🚀🤖💰
InvestAnswers host and veteran tech developer Phil conduct a deep-dive into how to allocate to AI, covering Tesla's revenue ramp across FSD, Semi, RoboTaxi, and Optimus, plus a sum-of-the-parts valuation of SpaceX that reaches $2 trillion without even counting TerraFab. The core argument is that SpaceX will become the mandatory compute backbone for all AI because terrestrial power capacity will hit a hard ceiling within years.
AI & TechSpaceX
4 min read21 May 2026
SpaceX just BLEW UP...
Wes Roth
SpaceX just BLEW UP...
Wes Roth breaks down the upcoming SpaceX AI IPO, estimated at up to $2 trillion, and explains how its dual-class share structure is a direct response to the Delaware court saga that overturned Elon Musk's $56 billion Tesla compensation package. He also outlines SpaceX's business segments, revenue figures, and why Google's Project Suncatcher makes SpaceX's launch cost trajectory strategically critical.
FinanceSpaceX
3 min read18 May 2026

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