Postaus

🚀 MUSK CHALLENGES MORGAN STANLEY: $3.5T REVENUE COULD ARRIVE 7 YEARS EARLY Morgan Stanley recently gave SpaceX an overweight rating with a $300 target price, projecting that the company could eventually generate around $3.5 trillion in annual revenue by 2040. Musk publicly pushed back, calling the timeline too conservative and suggesting that the target could potentially be reached as early as 2033. 👀 The bullish thesis largely depends on three major catalysts: 🛰️ Starship: Reusability could dramatically reduce launch costs. 🌐 Starlink: Continued global expansion could create a massive recurring-revenue base. 🤖 Orbital AI: Commercializing computing infrastructure in space could unlock an entirely new market. Wall Street also believes SpaceX’s potential AI business is still largely underappreciated. If the broader tech-growth narrative strengthens, risk appetite across markets—including crypto—could benefit indirectly. But there’s an important reality check: $3.5T is annual revenue, not market cap. Reaching that level would require extraordinary growth from today’s business, making the forecast highly dependent on aggressive assumptions around technology, execution, and commercialization. Whether the timeline is Morgan Stanley’s 2040 or Musk’s 2033, there’s still plenty of uncertainty. If Starship development or orbital computing fails to scale as expected, the entire growth thesis could face serious pressure. Interestingly, the market hasn’t responded with an explosive repricing, suggesting investors aren’t blindly accepting the most aggressive projections. 📌 My take: For crypto, this is mainly a sentiment and risk-appetite story—not a direct fundamental catalyst for $BTC or $ETH . Liquidity, macro data, and the Jackson Hole narrative remain much more important for short-term trading. Don’t let a massive long-term story dictate your short-term trades. 🎯 #WalshInflationRisk #BTCGoldCorrelation