SpaceX, Oil, and AI Spend

The market’s running on three things right now: geopolitics, giant capital raises, and a coming fight over who actually makes money from AI. SpaceX may become the biggest stress test for all three at once.SpaceX IPO setupSpaceX trading riskIran conflict and market reactionOil, inflation, and ratesAI pricing warOracle and AI capex pressurePrometheus and the next AI moatTech rotation and hardware winnersCrosscurrents in earnings and risk appetiteWhat to watch nextThis podcast was created with Podkey. Make your own at https://podkey.fm