SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says
toomuchtodo
31 points
27 comments
July 24, 2026
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Discussion Highlights (8 comments)
benoau
Isn't that why SpaceX "acquired" xAI?
panny
There is such thing as negative AI value :)
anon7000
It’s surprising to me that any investor in public stocks thinks share price is related to anything other than what investors are willing to pay. If everyone thinks price will go down, it doesn’t matter what underlying value exists, people will sell off. You hold on if you think investors will wise up at some arbitrary point in the future and buy it again. Which could theoretically be related to the value of AI, but is actually only about a monkey brain’s perception of value. There is no underlying fundamental reason that makes stock price match company performance or value. It’s a gambling market that sometimes happens to match real financials
expedition32
I yearn for the days when companies were judged on profit. Not ideology. Vibes. Hypes. Tweets. White House visits. The goddamn singularity.
4ndrewl
Is it too late to pivot to Blockchain? https://www.cnbc.com/2017/12/21/long-island-iced-tea-micro-c...
MadrasThorn
I wonder where all of this money is going
lostmsu
Nah, it might also imply 0 Grok value or 0 value in what Morgan Stanley says
htrp
xAI did lose all of their founders and they are rebooting the company because it was "built wrong"