SpaceX's execution will prevail over noise, with potential game-changers like Orbital AI push and strong demand for AI data-center tech.

SpaceX's execution will prevail over noise, with potential game-changers like Orbital AI push and strong demand for AI data-center tech. Noise and speculation won't deter their ops cadence. Observed multiple instances of noise, not news, and clickbait headlines, but STMicroelectronics' sales goal hike indicates genuine demand.