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Today, as soon as Musk spoke, the rocket shot straight up $SPCX hit a high of 149.6 today, closing up 9.65% at 146.15. From the low point, it’s risen nearly 40%. I sold my long position in that strategy too early; now I’m really kicking myself. Musk said at the all-hands meeting that AI revenue will surpass all other SpaceX businesses next month. He also set a target: AI computing power to reach 10 gigawatts by the end of next year. What does his estimate mean? In five years, AI will contribute 99% of SpaceX’s value. SpaceX’s valuation logic has been overturned, shifting from a space company to a space AI computing power company. With the valuation logic changed, the market’s pricing naturally differs. But one thing to mention: Q2 capital expenditure was 18.37 billion, with 15.8 billion invested in AI infrastructure, while revenue was only 7.8 billion. The burn rate is 2.35 times the revenue. The pie is big, and the cash burn is fierce. The storage sector also surged. SK Hynix rose over 9%, SanDisk up 5.76%, Micron nearly 5%. Computing power expansion requires chips, storage, and optical communication; the entire industry chain is benefiting. SanDisk also had an Investor Day today; the market is waiting for management to provide an AI storage roadmap. This AI infrastructure line—from chips to storage to computing power—the entire chain is being repriced. $SNDK $SKHYNIX $XAU #马斯克称AI将占SpaceX价值99%