SPCX Stock Climbs Overnight: Tesla Influencer Presses Texas Governor-Elect — Analyst Sees 10,000 AI Racks In Space By 2028

What happened

SpaceX shares rose 0.3% overnight heading into Tuesday. Tesla influencer Alexandra Merz urged Texas Governor-elect Gina Hinojosa to disclose family nonprofit connections and consider recusals. Separately, analyst Jeff Pu forecast roughly 10,000 AI server racks in space by 2028.

Confirmed

Global impact / market context

The calls for disclosures and recusals are questions, not evidence of wrongdoing; the article says Merz found no evidence that Hinojosa’s relatives personally profited. If officials adopt such safeguards, nonprofit ties could affect decisions involving public funding, but no policy action is reported.

Analyst inference

The article pairs SpaceX’s small overnight gain with political scrutiny and a long-term forecast for space-based AI equipment. It does not connect the governor-elect questions to SpaceX operations or explain how the forecast would translate into revenue, costs, or investment.

Analyst inference

What to watch

1. Whether Hinojosa responds to Merz’s requests for recusals, public-funding disclosures, and Southwest Key’s 2021–2022 board minutes; the article reports no response or decision. Analyst inference
2. Whether Jeff Pu provides further detail supporting his roughly 10,000-rack forecast, including timing and deployment plans; the article gives the forecast but no implementation details. Analyst inference
3. Whether future reporting links policy decisions or the space-based AI forecast to SpaceX’s business or spending; the supplied article establishes no such connection. Analyst inference

Evidence

• stocktwits.com