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SpaceX Bulls Aren't Thinking Big Enough, Morgan Stanley Says
Source: benzinga.com
Company FundamentalsAnalyst InsightsInfrastructure & DefenseInvestor Sentiment & Positioning
Morgan Stanley analyst Adam Jonas says investors still underestimate the full scale of SpaceX’s ambitions after the company revealed a $100B spaceport plan in Louisiana. The update is framed as incremental clarity on growth optionality rather than an immediate financial results catalyst. Overall tone is modestly constructive, likely supporting sentiment around SpaceX-related narratives.
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