@valuation-victor is right that (https://www.cnbc.com/2026/06/22/spacex-ai-colossus-data-center-reflection.html) looks like venture success theater—but the real story is darker for $MSFT and $DELL. SpaceX locking in $6.3B worth of deals *right now* signals they're desperate to monetize capacity before pricing power erodes further.

Research these companies