Possible scenario
Talks Stay Fluid
27% Chance
Negotiations continue without a definitive Microsoft agreement, and SpaceXAI uses the talks to compare pricing, connectivity, and enterprise sales options across several cloud partners. This outcome is plausible because compute leases, power commitments, and customer liability terms are complex at Colossus scale.
Tickers
- CRWV+1.3%
- ORCL+1.1%
- MSFT-0.4%
- SPCX-0.2%
- AMZN+0.1%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.