The semiconductor memory market has now reached a point where the margin for error is zero. Even the slightest financial flaw, unless it delivers an even more outrageous surprise, is unforgivable bad news. For SpaceX to reach a point where the margin for error is zero, it will have to wait until space GPUs are mass-produced, which is not expected until after 2030. Right now, any bad news about SpaceX is not really bad news. Any positive news, however slight, is good news and a catalyst for price increases!