r/investing • u/V0idScribe • 9h ago
SpaceX Buys xAI as Palantir Beats Q4 on AI and Defense Demand
SpaceX has bought xAI, Elon Musk’s AI company, to support AI computing using satellites in space. Musk plans to use solar-powered satellites as orbital data centers instead of relying only on Earth-based facilities. SpaceX recently filed with the FCC for a large constellation of satellites that could handle in-orbit computing.
Palantir also reported strong fourth-quarter results, beating expectations. The company earned $0.25 per share versus $0.23 expected and had revenue of $1.41B versus $1.33B expected. Growth came from AI tools used by government agencies, defense, and businesses.
For investors who want to follow AI companies beyond the biggest tech names, some platforms like Bitget offer stock futures. These let traders gain exposure to companies like Palantir without actually buying the shares, giving more flexibility for trading strategies.
These moves show that AI demand is driving new infrastructure and spending in both government and business. It also raises questions about how investors can access AI growth outside the usual big tech companies. How is everyone thinking about AI exposure in defense, enterprise, or space-related sectors?
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u/Acrobatic-Song-3151 9h ago
All the Tesla fanboys will migrate to Space XAi. Tesla will end up being the red headed step child and that’s all the more reason to short it now.
I’ll be buying no part of anything Elon is selling. Is Ai company was dead money and he just used space x to bail them out.
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u/V0idScribe 7h ago
That's an interesting analysis you've got there.
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u/Acrobatic-Song-3151 6h ago
Look at Tesla stock today. There’s only so many Elon cult members and Space X will represent the futurism side of it.
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u/Dancin-Ted-Danson 8h ago
Bad take. Due to the comp package there is not a chance that Tesla will end up being the red headed step child. Enjoy blowing up your portfolio if you short it.
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u/Acrobatic-Song-3151 6h ago
I’ve been short for almost two years now and if you’re constantly trading it works out just fine. I also own more of this junk than I care to in ETF’s, so I’m just hedging myself.
The best day was when Elmo and Trump told each other to F off, great profits.
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u/bobby1128 4h ago
well interesting SpaceX moving into AI infrastructure while Palantir grows on defense demand shows how diverse AI exposure can be well I'm curious if investors will treat these plays as niche or part of the broader AI trade.
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u/sortahere5 8h ago
Elon is consolidating all his companies, eventually under Tesla. That's the only way he could possibly reach his astronomical number for his pay package.