Woofun AI reports that billionaire investor Jeremy Grantham publicly challenged SpaceX's approximately $2 trillion valuation, asserting a "90% sure" probability of the company's eventual historic collapse. Grantham expressed skepticism regarding the viability of its AI business and Mars exploration plans, describing the attribution of 90% of the addressable market to AI in the IPO prospectus as "incredible" and questioning its competitiveness against OpenAI and Anthropic.

In contrast, major Wall Street institutions maintain a bullish stance on SpaceX following its inclusion in the NASDAQ-100 Index, which is expected to drive passive fund inflows. Investment banks including Goldman Sachs, JPMorgan Chase, and Morgan Stanley have issued positive ratings, identifying Starship, Starlink, and the AI division as primary growth catalysts.