Constellation Research founder R ‘Ray’ Wang discusses SpaceX’s post-IPO pullback, Goldman Sachs’ $474 billion revenue forecast and the best entry point for investors.
Constellation Research founder R ‘Ray’ Wang analyzes Goldman Sachs’ forecast of $474 billion in SpaceX revenue by 2030, primarily from Starlink’s satellite internet. He discusses the long-term investment potential of SpaceX, including its emerging XAI sector. Wang also dissects Nvidia CEO Jensen Huang’s analogy of the AI race as a “marathon,” comparing the strengths of the US, China, and Europe in capital, chips, data, and energy resources.
Read the full article here