If SpaceX doesn't kill the bull, OpenAI may finish the job.

Investor summaryBearish

Bearish take suggesting SpaceX valuation risks or OpenAI's capital intensity could trigger a market correction.

Bear points

SpaceX's private valuation may be unsustainable, posing systemic risk if it corrects.
OpenAI's massive capital expenditure requirements could strain liquidity and profitability expectations.

AI 资本开支

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