SpaceX Short Seller Scores Massive Own Goal 😂
1 extracted signal · 0 resolved · 1 still active
Solving The Money ProblemIndependent analyst profile- Source published
- 24 Oct 2026, 04:30 UTC
- Recorded by Tahlil Plus
- 24 Oct 2026, 05:28 UTC
AI-generated source summary
The speaker discusses a "super rare" event where a Wall Street bear flipped bullish on SpaceX (SPCX) overnight. The analyst, Glenn Thum from Phillip Securities, skipped the 'Hold' rating and went directly from 'Sell' to 'Buy', setting a new target price of $250 from $75, representing a 233% hike and putting shares about 70% above recent levels. The rationale behind this shift is attributed to exploding AI compute demand and SpaceX's Q3 AI revenue hitting $7.6 billion, an over 800% year-over-year increase. Total sales reached $14.6 billion, crushing the $12.9 billion estimate, with management guiding Q1 2027 revenue to $33-37 billion. The speaker emphasizes that this extreme shift in rating and target is unprecedented and suggests that the market is paying attention to these strong financial indicators.
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