It's important for investors to pay attention to the clues companies give, even if the market ignores them. I think this is what's happening when it comes to SpaceX (SPCX), Meta (META), and soon a lot of other hyperscalers — even when considering the selling pressure late in the week on Big Tech names. SpaceX strongly signaled it's going to need loads of capital to support its ambitions in space and AI. Some on the Street I have talked with estimate SpaceX will need to raise hundreds of billions of dollars to fuel the business Elon Musk wants to build. Right now, the market is overlooking the impact on SpaceX's financial statement from a series of mega capital raises — likely coming soon.
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