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▶ 10:47 · $SPCX · Gerber: xAI building neocloud to sell compute, targeting orbital data centers

now playing · $SPCX

$TSLA···bearish· high· posross gerber

Gerber: Tesla shareholders earned nothing for five years as Musk distracted

Tesla stock has flatlined for five years since Musk bought Twitter and diverted focus to SpaceX and robotaxi/Optimus, which lack near-term revenue; robotaxi software isn't ready t…

$MU···bullish· high· posross gerber

Gerber: Micron top pick, massively undervalued as memory escapes cyclicality

AI-driven memory demand has made the cycle structural rather than cyclical, but investors still price Micron as cyclical, creating a massive undervaluation opportunity confirmed b…

$SPCX···bullish· mediumross gerber

Gerber: xAI building neocloud to sell compute, targeting orbital data centers

xAI is building massive compute capacity not just for Grok but to sell as a neocloud, with a long-term vision of vertically integrated space-based data centers, making compute dem…

$SPCX···bullish· high· posross gerber

Gerber owns 10x more SpaceX than Tesla, sees $50 entry on lockup supply

SpaceX's vertical AI integration (compute, Starlink, orbital data centers) makes it far more attractive than Tesla; lockup expirations and fund wrappers will create supply allowin…

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