Morgan Stanley analyst Adam Jonas gave an amazing “bull market scenario” in his SpaceX rating report: SpaceX's stock price is expected to reach 600 US dollars, and the valuation soars to 8 trillion US dollars, making it number one in the world. But to get to $600, “everything must develop in the most perfect way” — first, SpaceX must successfully deploy orbital AI data centers on a large scale, at only half the current cost. This is highly dependent on the Starship, a fully reusable heavy-duty rocket being developed by the company to achieve high-frequency and efficient flight. Second, Starlink must go far beyond the current home internet business and expand to service AI robots. The bull market scenario assumes that by 2040, hundreds of millions or even billions of AI-powered robots will be connected to StarLink, with an average revenue of $35 per user. Simply put, the path from $133 to $600 mainly relies on technology that doesn't currently exist and businesses that haven't been scaled up, and assumes everything evolves in the best possible way.

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