Today, Jackie explores SpaceX’s extraterrestrial plans to build AI data centers in space, establish a lunar economy, and develop new trillion-dollar markets on the Moon, Mars, and beyond. Revolutionizing earthly travel with super-sonic aircraft is on the company’s to-do list as well. … Plus: Entrepreneurial upstarts and established companies alike also envision next-gen data centers operating in outer space, as well as the oceans. … And: The furious pace of AI data center construction has benefited the S&P Industrials sector this year; that and company restructurings have helped the index outperform ytd.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →