And welcome back to Street Tweets from The Street Sheet!

We've heard of “too big to fail”. SpaceX’s biggest innovation might just be “too big to flop”.

Elon Musk's rocket company is targeting $135 a share, but bankers say the road show is a formality. Institutions are already bending over backwards to ensure the hotly anticipated IPO launches without a hitch.

Index providers already bent their rules. Nasdaq cut SpaceX's entry timeline from three months to 15 days. FTSE Russell could welcome it in five.

The only real question for fund managers is overweight or underweight. They're buying either way.

— Brooks & Cas

Apparently, 84% revenue growth is no longer enough for Wall Street. Broadcom reiterated guidance that would amount to an 84% jump in quarterly revenue, yet shares still plunged more than 5%, dragging the Nasdaq down nearly 5% for the week. Meanwhile, a stronger-than-expected jobs report further dimmed hopes of a summer rate cut.

Inflation takes center stage next week, with fresh CPI and PPI data arriving just days before the Fed's June meeting. Traders already see virtually no chance of a rate cut, so the big question is whether inflation is cooling or becoming even more entrenched than policymakers fear.

“Assuming zero costs” is doing the heavy lifting there. The reality may be even starker.

Is the sector carrying the broader market ever going to turn profitable?

And/or what has Amazon (AMZN) figured out that the rest haven’t?

(Might have to do with the fact that AWS leverages AI as plumbing, rather than trying to compete with a half-dozen other popular and largely free products…)

The soft-landing crowd would like you to look anywhere else.

Corporations never met a scary hallway they couldn't put an ad in.

A connectivity name central to the AI-infrastructure story just blew past earnings, then pulled back, handing a top-ranked analyst the opening to lift his target instead of trimming it. He's not reading the dip as a warning. He's reading it as a window.

A ranking in the rarest tier on the Street. An average return per call most analysts never touch. Meaningful upside still on the table from here.

The thesis, the name, and the target are inside this week's report.

90-day money-back guarantee. Cancel anytime.

…unless, of course, the Boys (read: internal regulation, external regulation, and/or the AI firms finally growing up and getting a business model) show up and take away your superpowers.

Everyone’s talking about the AI bubble.

But if the internet runs on ads, content, and eyeballs, and those are no longer being made by or for humans…

Maybe AI itself won’t be the first piece of scaffolding to fall.