Investor Scrutiny Slows Sale

its chance, of the story’s futures

−0.3%on the S&P 500, if it happens

The marketing process takes longer than planned as investors scrutinize GPU depreciation, compute-demand assumptions, power availability and SpaceX’s ability to monetize Colossus 2 capacity. The financing is not broken, but execution risk becomes the main market narrative.

What it moves

Finance−0.7%
Technology−0.5%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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