SPCX - SPACEX’S $100B AI CATALYST ISN’T PRICED IN Morgan Stanley says SpaceX’s planned $100B Louisiana launch complex could unlock major upside that investors are overlooking. The site could significantly expand Starship capacity and support SpaceX’s push into orbital AI computing. Morgan Stanley values SPCX at $137 and estimates every additional 1GW of orbital compute could add roughly $27 per share. Key risks remain execution, massive capital requirements and debt financing.(*Walter Bloomberg)