SpaceX – AI compute drives growth on 90-day contracts
🔍 Dive into SpaceX's second-quarter 2026 results with Glenn Thum on Let the Money Talk! AI compute swung to a $1.1 billion profit as revenue surged 92%, but customer concentration and 90-day-cancellable cloud contracts keep the rating at sell with a $75 target. Can SpaceX turn its fragile AI windfall into durable, multi-year revenue?
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