Oppenheimer lifts SpaceX price target to $280 on compute shortage edge
Oppenheimer analysts wrote that SpaceX’s vertical integration gives it an advantage in deploying and supplying computing power amid a compute shortage, lifting their price target to $280 from $250.
SpaceX's vertical integration gives it an advantage in deploying and supplying computing power, Oppenheimer analysts write in a note, lifting their price target to $280 from $250. "We think SPCX will be a winner of the near-term compute shortage, as it has the ability to bring on infrastructure fas…