According to SawyerMerritt, Gene Munster says SpaceX’s AI, defense, and TAM strengths plus negative sentiment could boost IPO day performance.

According to Sawyer Merritt, Morgan Stanley sees $3.4T 2040 revenue as SpaceX AI business drives growth; Goldman Sachs projects $160B revenue by 2028.

According to Sawyer Merritt on Twitter, Jim Cramer emphasized that Tesla should now be viewed primarily as a robotics and autonomous driving company, not just a traditional car manufacturer. As reported by Sawyer Merritt, Cramer suggested that the current quarter could redefine Tesla’s market narrative, highlighting advancements in autonomous driving and robotics as core business drivers. This shift is expected to influence Tesla’s stock performance, reflecting the increasing importance of AI technologies and robotics in their business strategy.