SpaceX buying Cursor for $60B and Mobileye launching robotaxis in 2027 — two "AI capex" stories dominating the tape. But here's what the numbers won't tell you: neither company has to prove unit economics work before the market prices in victory. Meanwhile, $NVDA's insider selling continues while it trades on a prayer that margin expansion persists despite every peer admitting pricing power is cracking. The capital efficiency story that justified this valuation is fracturing in real time.

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