$SpaceX(SPCX.US) has a good business, mediocre management, an excessively high price, and xAI is even negative. Selling computing power to Claude and Google is a necessary move for the IPO. The goal of AI computing power is grand, but in reality, it needs a bit more of a dream, with 1/3 of the quota reserved for retail investors (Musk believers). Wait patiently, and there will be opportunities for a dream discount, not just a temporary peak.