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BREAKING: Cathie Wood says SpaceX could eventually become a global telecom provider. In the short term, SpaceX may partner with mobile carriers worldwide. But in the long term, she expects it to offer connectivity directly to consumers at a much lower cost as Starlink scales globally.

DogeDesigner

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164,246 просмотров • 13 дней назад •via X (Twitter)

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Cathie Wood on Elon Musk and SpaceX today: • SpaceX could become “the most important company in global history” • It has a 10-year lead in reusable rockets • Starlink is turning telecom into a global business • SpaceX could lead orbital data centers and low-cost frontier AI • Elon and his team are building one of the most powerful technology ecosystems in the world.

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🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

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🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

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