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Musk says TSMC could sublease part of Terafab but won't own or run it, while the editorial points to Tesla's deep presence in China.
SpaceX's AI division has worn three names since February, and Elon Musk just floated a fourth with a Sunday X post. Before investors treat the rebrand as a bullish signal, the financials raise a harder question.
Morgan Stanley called shares “unusually cheap” ahead of Starship Flight 15, maintaining a $300 target implying about 89% upside from current levels.