Elon Musk wrote on Nov. 8 that SpaceX revenue “will drop” if compute becomes plentiful and cheap. Two days later Deutsche Bank raised its 2028 forecast for the company by $18 billion, betting the data-center backlash keeps compute scarce. Here is what both mean for a retiree who bought 1,000 SpaceX shares at $161 on IPO day, with Starship Flight 15 due Friday.