Investor: the only real bear case on SpaceX guidance is an agent-demand S-curve
aaronburnett · x · 2026-10-24
Aaron Burnett argues the only legitimate bear case against SpaceX guidance is that agentic demand is nearing an S-curve slowdown. He contends most skeptics simply haven't used agents enough to see the growth ahead, and the quoted context notes SpaceX can sell capacity at rising prices while supply stays power-constrained.
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