Let’s put it this way: if you’re buying $SPCX for its AI narrative, you might … · @usppdd · TwKit

@usppdd

Let’s put it this way: if you’re buying $SPCX for its AI narrative, you might be better off buying $ORCL. Oracle announced today that it expects to turn FCF positive in the second half of FY2028. That’s pretty remarkable. Guess what year $SPCX will turn FCF positive? 2029 at the earliest, and possibly not until 2030. SpaceX has a compelling long-term story, but its insane capex spending is a major concern. The returns may not live up to the ambition of the story. If you’re betting on AI infrastructure, I’d rather own Oracle instead of SpaceX.

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