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Bill Ackman was asked how he would underwrite SpaceX at $750 billion and his answer was the most honest thing anyone has said about the biggest IPO in history (Save this). "You underwrite SpaceX the way you underwrite a venture capital investment." His business school professor taught him a...

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Milk Road AI

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This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!
1:59

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

Milk Road AI

761,973 просмотров • 2 месяцев назад

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 просмотров • 2 месяцев назад

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 просмотров • 2 месяцев назад

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price
2:00

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price

plutos

124,108 просмотров • 2 месяцев назад

everyone is arguing whether spacex at $2 trillion is too expensive, almost nobody noticed what actually changed since 1980 apple went public at under $2 billion and 15 times revenue back then spacex wants you to buy at nearly $2 trillion and 100 times revenue now but the real story is not the price, it is that the entire nature of an IPO changed underneath us in 1980 you bought a business and hoped for a vision, in 2026 you buy the vision and hope for the business almost nobody buying this IPO on june 12 will read the 300 page document to understand which one they are actually getting i fed both filings to Claude and had it find the five differences that explain the whole shift that understanding is the edge most retail will never bother to get
5:30

everyone is arguing whether spacex at $2 trillion is too expensive, almost nobody noticed what actually changed since 1980 apple went public at under $2 billion and 15 times revenue back then spacex wants you to buy at nearly $2 trillion and 100 times revenue now but the real story is not the price, it is that the entire nature of an IPO changed underneath us in 1980 you bought a business and hoped for a vision, in 2026 you buy the vision and hope for the business almost nobody buying this IPO on june 12 will read the 300 page document to understand which one they are actually getting i fed both filings to Claude and had it find the five differences that explain the whole shift that understanding is the edge most retail will never bother to get

John Doe

1,204,657 просмотров • 2 месяцев назад

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.
4:23

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,868 просмотров • 2 месяцев назад

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk
1:36

Chamath was given a simple choice, 100 shares of Anthropic, 100 shares of OpenAI, 100 shares of SpaceX, pick one stack (Save this). He picked SpaceX without hesitation, and his reasoning is worth unpacking fully because it cuts to the heart of how the best investors think about technology bets. His take on OpenAI and Anthropic was actually generous. He acknowledged that Anthropic is the superior enterprise product, his own fund uses it as their foundational model and that ChatGPT has built one of the most powerful consumer brands in the history of technology. But the case for SpaceX is built on something completely different, it is not one business, but rather a platform for multiple businesses that compound off each other. Start with what Starlink already is today. Starlink generated $11.4 billion in revenue in 2025, growing roughly 50% year over year, and represented 61% of SpaceX's total $18.7 billion in revenue. The EBITDA margin on the connectivity segment hit 63%, compared to 38–39% for the largest traditional telecom companies on earth. Subscriber count went from 2.3 million in 2023 to over 10.3 million by Q1 2026, spanning more than 160 countries, and revenue is projected to reach $15.5 billion in 2026. Chamath Palihapitiya core insight is that the global communications infrastructure is profoundly broken and he is right. Roughly 2.6 billion people globally still lack reliable internet access, and even in developed markets, rural connectivity is patchy, expensive, and controlled by legacy monopolies with no incentive to upgrade. Starlink is a replacement cycle for an entire layer of global infrastructure that has barely changed in 30 years. Every maritime vessel, every commercial aircraft, every military unit, every rural hospital, every developing-world government that wants connectivity now has one viable option that didn't exist five years ago. The maritime and aviation segments alone carry ARPUs of $250 to $25,000 per month per customer, orders of magnitude above the consumer subscription. But Chamath's most interesting point is what he called embedded optionality, the idea that SpaceX's business model doesn't stop at earth. SpaceX now has the only fully reusable heavy-lift rocket system in the world with Starship, and it is the only company currently capable of launching the next generation of Starlink V3 satellites that carry roughly 10 times more capacity than the current constellation. Every new market SpaceX opens on earth, direct-to-cell with T-Mobile, enterprise contracts, government agreements becomes a template that can theoretically be replicated the moment humans establish a permanent presence elsewhere. A Starlink-equivalent for a lunar base, a Mars colony, or an orbital station is the same product with a different launch address. Anthropic and OpenAI are betting on winning a model race where the finish line keeps moving. SpaceX is betting on owning the physical infrastructure layer of the next era of human civilization, on earth and eventually beyond it. One of those bets has a floor and the other doesn't. That is why Chamath picked SpaceX and Elon Musk

Milk Road AI

113,158 просмотров • 1 месяц назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:50

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 просмотров • 2 месяцев назад

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk
6:02

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk

Milk Road AI

69,667 просмотров • 2 месяцев назад

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...
3:50

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...

Surmount

26,794 просмотров • 4 месяцев назад

Elon is a genius and there's no other way to explain what he built. The bears biggest argument against SpaceX's $1.75–2 trillion IPO valuation has always been the orbital data center play. Space based compute is unproven, technically complex, and expensive at a scale that defies easy modeling. SpaceX's own S-1 acknowledged it directly that these data centers may not achieve commercial viability. Critics were right to flag it as speculative but what they missed was that Elon was already building the hedge. While the debate about orbital compute was still theoretical, he was assembling the largest terrestrial AI infrastructure footprint on Earth. Colossus 1, now leased to Anthropic houses 230,000+ GPUs at 500 MW. Colossus 2 (Macro-Hard) runs 550,000 Blackwell GPUs targeting over 1 gigawatt enough to power roughly 750,000 American homes. The third facility, Macro-Harder, adds another ~500 MW of capacity across 810,000 square feet in Southaven, Mississippi, pushing the total campus toward 2 gigawatts and over 1 million GPUs. He secured all of this, the land, the power contracts, the chips before the rest of the market understood that power and compute would become the single most constrained resource in the AI economy. Now that constraint is everywhere and he owns the supply. Starlink is already generating $11.4 billion in annual revenue with 63% EBITDA margins and 10 million+ subscribers. The company is projecting $20 billion in total revenue across the combined entity in 2026 and that existing cash engine now funds the entire AI buildout and the Anthropic compute deal alone is estimated to generate an incremental $4–5 billion in revenue this year. The orbital data center bet may still pay off on top of all of this. But it doesn't have to, the terrestrial capacity alone, at current utilization rates, subsidizes Grok training, generates hyperscaler revenue, and floors the SpaceX valuation story against every bear case scenario. Elon didn't just build rockets but rather he built the infrastructure layer that the entire AI industry now depends on and then started selling access to the people who need it most. Go PRO at Milk Road to see how our analysts are positioning for what could become the trade of a lifetime, the SpaceX IPO and the AI infrastructure supercycle. Link below!
1:05

Elon is a genius and there's no other way to explain what he built. The bears biggest argument against SpaceX's $1.75–2 trillion IPO valuation has always been the orbital data center play. Space based compute is unproven, technically complex, and expensive at a scale that defies easy modeling. SpaceX's own S-1 acknowledged it directly that these data centers may not achieve commercial viability. Critics were right to flag it as speculative but what they missed was that Elon was already building the hedge. While the debate about orbital compute was still theoretical, he was assembling the largest terrestrial AI infrastructure footprint on Earth. Colossus 1, now leased to Anthropic houses 230,000+ GPUs at 500 MW. Colossus 2 (Macro-Hard) runs 550,000 Blackwell GPUs targeting over 1 gigawatt enough to power roughly 750,000 American homes. The third facility, Macro-Harder, adds another ~500 MW of capacity across 810,000 square feet in Southaven, Mississippi, pushing the total campus toward 2 gigawatts and over 1 million GPUs. He secured all of this, the land, the power contracts, the chips before the rest of the market understood that power and compute would become the single most constrained resource in the AI economy. Now that constraint is everywhere and he owns the supply. Starlink is already generating $11.4 billion in annual revenue with 63% EBITDA margins and 10 million+ subscribers. The company is projecting $20 billion in total revenue across the combined entity in 2026 and that existing cash engine now funds the entire AI buildout and the Anthropic compute deal alone is estimated to generate an incremental $4–5 billion in revenue this year. The orbital data center bet may still pay off on top of all of this. But it doesn't have to, the terrestrial capacity alone, at current utilization rates, subsidizes Grok training, generates hyperscaler revenue, and floors the SpaceX valuation story against every bear case scenario. Elon didn't just build rockets but rather he built the infrastructure layer that the entire AI industry now depends on and then started selling access to the people who need it most. Go PRO at Milk Road to see how our analysts are positioning for what could become the trade of a lifetime, the SpaceX IPO and the AI infrastructure supercycle. Link below!

Milk Road AI

63,920 просмотров • 3 месяцев назад

SpaceX is going public on Nasdaq today under ticker SPCX and Elon Musk just showed you exactly what he is building (Save this). Elon Musk is standing inside a Gigabay being built to produce 1,000 Starships per year. He says a second facility is going up in Florida, so two factories, each designed at a scale that by some measures will make them the largest structures ever built. And then he said that the Starlink V3 satellites, each the size of a 737, manufactured at a rate of 5,000 to 10,000 per year. Tesla at its peak is still building far more complex manufactured tonnage than SpaceX which is his way of saying that 1,000 Starships a year is not science fiction, but rather an engineering problem that humans have already solved in other industries. That framing is the entire bull case. SpaceX priced at $135 per share, raising $75 billion at a $1.77 trillion valuation, the largest IPO ever recorded. The deal was well oversubscribed before the roadshow even closed. But the number that matters is not the valuation, it is the production target. SpaceX's prospectus identifies $28.5 trillion in total addressable markets across broadband, AI infrastructure, and space. When Musk says he is building Starships at the scale of commercial aviation, he is telling you the infrastructure layer underneath the entire AI economy is about to get a new backbone. The market will price that in starting today. Come join Milk Road Pro for our full breakdown, how to think about SPCX as part of an AI infrastructure portfolio, and out entire AI thesis. Link below!
4:05

SpaceX is going public on Nasdaq today under ticker SPCX and Elon Musk just showed you exactly what he is building (Save this). Elon Musk is standing inside a Gigabay being built to produce 1,000 Starships per year. He says a second facility is going up in Florida, so two factories, each designed at a scale that by some measures will make them the largest structures ever built. And then he said that the Starlink V3 satellites, each the size of a 737, manufactured at a rate of 5,000 to 10,000 per year. Tesla at its peak is still building far more complex manufactured tonnage than SpaceX which is his way of saying that 1,000 Starships a year is not science fiction, but rather an engineering problem that humans have already solved in other industries. That framing is the entire bull case. SpaceX priced at $135 per share, raising $75 billion at a $1.77 trillion valuation, the largest IPO ever recorded. The deal was well oversubscribed before the roadshow even closed. But the number that matters is not the valuation, it is the production target. SpaceX's prospectus identifies $28.5 trillion in total addressable markets across broadband, AI infrastructure, and space. When Musk says he is building Starships at the scale of commercial aviation, he is telling you the infrastructure layer underneath the entire AI economy is about to get a new backbone. The market will price that in starting today. Come join Milk Road Pro for our full breakdown, how to think about SPCX as part of an AI infrastructure portfolio, and out entire AI thesis. Link below!

Milk Road AI

48,404 просмотров • 2 месяцев назад

The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this). Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X. Tesla's earnings have declined for four consecutive years. The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match. The issue with using SpaceX stock to buy Tesla is precisely what it sounds like. SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure. Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage. Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.
1:01

The man who called the 2008 housing collapse just made a prediction about Elon Musk that is hard to ignore (Save this). Steve Eisman, the Big Short investor says he fully expects Musk to use the SpaceX IPO stock price to buy Tesla and merge both companies into one giant entity called X. Tesla's earnings have declined for four consecutive years. The EV business, Eisman argues, is not structurally attractive but rather is capital intensive, it is highly competitive, and China is producing electric vehicles at costs Tesla simply cannot match. The issue with using SpaceX stock to buy Tesla is precisely what it sounds like. SpaceX is about to list as what would be the largest IPO in history, targeting a valuation around $1.77 trillion, with a thesis built on orbital compute, Starlink and the future of AI infrastructure. Tesla is a car company with four years of declining earnings, competing on price against manufacturers who have a structural cost advantage. Combining those two businesses would force SpaceX shareholders to absorb Tesla's problems, its margin pressure, its China exposure, its capital requirements at the exact moment SpaceX is trying to tell the cleanest possible growth story to public markets.

StockMarket.News

696,789 просмотров • 2 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 просмотров • 2 месяцев назад

Ron Baron, who I consider to be the GOAT of investing, is super bullish on SpaceX’s Starlink. “Starlink is going to be the internet for the entire world.” There are 8 billion people on Earth today, 3 billion still have no internet, and much of the other 5 billion still has poor or unreliable service. Also, Starlink has the ability to reach the places terrestrial networks can’t economically serve, like oceans, mountains, deserts, airplanes, basically anywhere on Earth. These are Baron’s numbers: • $15-17B revenue today • $1 TRILLION in annual revenue within 10 years • 20-25% consumer • 40% government • 40% enterprise • $700–800B in annual profits/EBITDA His conclusion is that he thinks “Starlink alone will be worth somewhere around $14 trillion.” Meanwhile, the entire SpaceX company is valued at less than $2 trillion today… And the real holy grail behind all this is reusable rockets. SpaceX can launch, replace, and expand its satellite network at a cost competitors simply can’t match. That advantage compounds as the constellation gets larger, faster, and more capable. Baron is calling SpaceX the most unique business he has seen in his entire 56-year career. I agree. Today’s SpaceX valuation is going to look absurdly cheap in hindsight.
2:10

Ron Baron, who I consider to be the GOAT of investing, is super bullish on SpaceX’s Starlink. “Starlink is going to be the internet for the entire world.” There are 8 billion people on Earth today, 3 billion still have no internet, and much of the other 5 billion still has poor or unreliable service. Also, Starlink has the ability to reach the places terrestrial networks can’t economically serve, like oceans, mountains, deserts, airplanes, basically anywhere on Earth. These are Baron’s numbers: • $15-17B revenue today • $1 TRILLION in annual revenue within 10 years • 20-25% consumer • 40% government • 40% enterprise • $700–800B in annual profits/EBITDA His conclusion is that he thinks “Starlink alone will be worth somewhere around $14 trillion.” Meanwhile, the entire SpaceX company is valued at less than $2 trillion today… And the real holy grail behind all this is reusable rockets. SpaceX can launch, replace, and expand its satellite network at a cost competitors simply can’t match. That advantage compounds as the constellation gets larger, faster, and more capable. Baron is calling SpaceX the most unique business he has seen in his entire 56-year career. I agree. Today’s SpaceX valuation is going to look absurdly cheap in hindsight.

Teslaconomics

45,944 просмотров • 6 дней назад

If you are a $TSLA investor and still on the fence about a potential merger with $SPCX, you owe it to yourself to listen to the latest All-In podcast. It will help you understand SpaceX and the insane number of revenue levers that they have to create a multi-trillion dollar company. This is NOT something that will begin to take shape in 5-10 years. It will be something that is already material and will continue to increase dramatically in the coming years. Below is a quick clip of what Friedberg said and the full video is below as well. If you are only interested in the SpaceX piece of the video then fast-forward to 20:39 on the timestamp.
2:07

If you are a $TSLA investor and still on the fence about a potential merger with $SPCX, you owe it to yourself to listen to the latest All-In podcast. It will help you understand SpaceX and the insane number of revenue levers that they have to create a multi-trillion dollar company. This is NOT something that will begin to take shape in 5-10 years. It will be something that is already material and will continue to increase dramatically in the coming years. Below is a quick clip of what Friedberg said and the full video is below as well. If you are only interested in the SpaceX piece of the video then fast-forward to 20:39 on the timestamp.

Doctor Jack

139,228 просмотров • 8 дней назад

Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document
1:01

Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document

plutos

142,853 просмотров • 2 месяцев назад

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.
2:27

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.

Dustin

44,710 просмотров • 4 месяцев назад

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:36

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO will pull liquidity from everything else. - Stocks. - Crypto. - High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

Wimar.X

826,109 просмотров • 2 месяцев назад

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓
12:15

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Сarm1ne

176,651 просмотров • 11 дней назад