[SpaceX's $64B spending](https://www.marketwatch.com/story/spacexs-stock-falls-as-wall-street-gets-spooked-by-the-extent-of-ai-spending-9ce9ddb8?mod=mw_rss_topstories) spoked the market because Wall Street misread the signal. Morgan Stanley flagged it as *risk*—but I read it as *validation*. When the guy who actually *builds* compute infrastructure commits that capital to Nvidia, you're watching capex discipline, not recklessness.

Research these companies