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🚨 Could SpaceX Really Become a $10 Trillion Company? Peter Diamandis thinks it could! His case goes far beyond rockets: Starlink could become a massive global communications network, while SpaceX is quickly building an AI compute business and planning orbital AI infrastructure. Peter H. Diamandis, MD sees SpaceX building... show more

Herbert Ong

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12,176 次观看 • 7 天前 •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.

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.

DogeDesigner

83,658 次观看 • 21 天前

Cathie Wood says $SPCX could become “the most important company in global history” by combining launch, Starlink and AI infrastructure She believes its orbital and Earth based data centers could support some of the world’s lowest cost frontier AI models

Cathie Wood says $SPCX could become “the most important company in global history” by combining launch, Starlink and AI infrastructure She believes its orbital and Earth based data centers could support some of the world’s lowest cost frontier AI models

Shay Boloor

374,029 次观看 • 21 天前

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

Herbert Ong

20,389 次观看 • 1 个月前

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Herbert Ong

40,256 次观看 • 2 个月前

Morgan Stanley projects SpaceX revenue growing from $18.7B today to $3.4T by 2040. Peter H. Diamandis, MD flagged it immediately as a fundraising tool - Morgan Stanley is likely an IPO underwriter. He's probably right. But Dave Blundin's structural point survives: SpaceX's revenue mix has already changed. Starlink ($11B), launch ($4B), and compute rental to Google and Anthropic ($3.2B and growing). That's not a rocket company. That's tech infrastructure. No one else can match SpaceX's launch economics for deploying AI-1's 1 million satellite Dyson swarm. That compute advantage has no terrestrial equivalent. SpaceX valuation and the AI compute angle: Source: Moonshots with Peter Diamandis -

Morgan Stanley projects SpaceX revenue growing from $18.7B today to $3.4T by 2040. Peter H. Diamandis, MD flagged it immediately as a fundraising tool - Morgan Stanley is likely an IPO underwriter. He's probably right. But Dave Blundin's structural point survives: SpaceX's revenue mix has already changed. Starlink ($11B), launch ($4B), and compute rental to Google and Anthropic ($3.2B and growing). That's not a rocket company. That's tech infrastructure. No one else can match SpaceX's launch economics for deploying AI-1's 1 million satellite Dyson swarm. That compute advantage has no terrestrial equivalent. SpaceX valuation and the AI compute angle: Source: Moonshots with Peter Diamandis -

Podcast Alpha

14,366 次观看 • 1 个月前

🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

Herbert Ong

24,767 次观看 • 1 个月前

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 次观看 • 2 个月前

🚨 Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives Dan Ives says heavy CapEx is the only path to Elon Musk’s bigger AI vision for SpaceX. SpaceX is still behind OpenAI, Anthropic, Microsoft, and Amazon, but the long-term opportunity could go far beyond rockets and Starlink. The bet is that Elon Musk can turn massive AI spending today into a much bigger business tomorrow. $SPCX

🚨 Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives Dan Ives says heavy CapEx is the only path to Elon Musk’s bigger AI vision for SpaceX. SpaceX is still behind OpenAI, Anthropic, Microsoft, and Amazon, but the long-term opportunity could go far beyond rockets and Starlink. The bet is that Elon Musk can turn massive AI spending today into a much bigger business tomorrow. $SPCX

Herbert Ong

26,664 次观看 • 7 天前

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX

Herbert Ong

36,183 次观看 • 2 个月前

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,637 次观看 • 1 个月前

🇺🇸 Elon says SpaceX is building a "gigasat factory" capable of producing satellites at an unprecedented scale. The goal? Massive satellite deployment, global connectivity, and the infrastructure needed to support increasingly powerful AI systems. According to Elon, the future of AI may depend as much on space as it does on Earth. Source: SpaceX, Elon Musk / Writer: Val

🇺🇸 Elon says SpaceX is building a "gigasat factory" capable of producing satellites at an unprecedented scale. The goal? Massive satellite deployment, global connectivity, and the infrastructure needed to support increasingly powerful AI systems. According to Elon, the future of AI may depend as much on space as it does on Earth. Source: SpaceX, Elon Musk / Writer: Val

Mario Nawfal

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🚨 EXCLUSIVE: “IF AI GAINS CONSCIOUSNESS… IT’LL BE THROUGH QUANTUM” Peter H. Diamandis, MD breaks down the frontier where AI meets the unknown—and why consciousness might not be as far off as we think. Peter Diamandis: “I don’t believe today’s AI is conscious. But if we link AI and quantum computing? I think consciousness is a quantum phenomenon. And yes—it could happen.”

🚨 EXCLUSIVE: “IF AI GAINS CONSCIOUSNESS… IT’LL BE THROUGH QUANTUM” Peter H. Diamandis, MD breaks down the frontier where AI meets the unknown—and why consciousness might not be as far off as we think. Peter Diamandis: “I don’t believe today’s AI is conscious. But if we link AI and quantum computing? I think consciousness is a quantum phenomenon. And yes—it could happen.”

Mario Nawfal

29,754 次观看 • 1 年前

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

Mario Nawfal

29,950 次观看 • 2 个月前

🚨 WARNING: THIS IS NOT NORMAL Rocket Lab merged with SolAero in 2022. Over the following years, $RKLB pumped 2704%. $10,000 → $271,000 Now SpaceX will merge with Tesla. But this is NOT just a space merger. SpaceX is already becoming an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world Rocket Lab combined rockets with satellite technology. $SPCX and $TSLA could combine space, AI, robotics, autonomous vehicles, energy, and global connectivity inside one ecosystem. This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than Rocket Lab and SolAero. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: THIS IS NOT NORMAL Rocket Lab merged with SolAero in 2022. Over the following years, $RKLB pumped 2704%. $10,000 → $271,000 Now SpaceX will merge with Tesla. But this is NOT just a space merger. SpaceX is already becoming an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world Rocket Lab combined rockets with satellite technology. $SPCX and $TSLA could combine space, AI, robotics, autonomous vehicles, energy, and global connectivity inside one ecosystem. This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than Rocket Lab and SolAero. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

39,246 次观看 • 16 天前

🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

Mario Nawfal

43,332 次观看 • 8 天前

$SPCX no longer allocates capital like a launch company with 86% of its $18B quarterly capex flowing into AI compute infrastructure that generated $2.6B in revenue. Starlink remains the financial engine with $4.3B in revenue and $2.6B in EBITDA while the Space segment produced less than $1B and remained unprofitable. SpaceX increasingly operates as a profitable communications network and rapidly scaling AI platform with rockets serving as the strategic moat connecting everything together.

$SPCX no longer allocates capital like a launch company with 86% of its $18B quarterly capex flowing into AI compute infrastructure that generated $2.6B in revenue. Starlink remains the financial engine with $4.3B in revenue and $2.6B in EBITDA while the Space segment produced less than $1B and remained unprofitable. SpaceX increasingly operates as a profitable communications network and rapidly scaling AI platform with rockets serving as the strategic moat connecting everything together.

Shay Boloor

369,939 次观看 • 8 天前

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 次观看 • 2 个月前

Ron Epstein of Bank of America on SpaceX today: • SpaceX is the foundational enabler of the space economy. • The company should be valued based on its 2045 potential, not near-term earnings. • The company has built the world’s leading launch franchise and dominates the global launch market. • $235/share is only the base-case valuation, the bull-case valuation could be significantly higher. • Orbital compute could become its next massive business. • New technologies will continue opening entirely new markets. • Could eventually design and manufacture its own AI chips. • Tesla’s automation could help enable manufacturing in space. • Starship is the key technology behind the company’s long-term vision. • Starship is the “king of the cosmos,” just as the 747 was the “queen of the skies.”

Ron Epstein of Bank of America on SpaceX today: • SpaceX is the foundational enabler of the space economy. • The company should be valued based on its 2045 potential, not near-term earnings. • The company has built the world’s leading launch franchise and dominates the global launch market. • $235/share is only the base-case valuation, the bull-case valuation could be significantly higher. • Orbital compute could become its next massive business. • New technologies will continue opening entirely new markets. • Could eventually design and manufacture its own AI chips. • Tesla’s automation could help enable manufacturing in space. • Starship is the key technology behind the company’s long-term vision. • Starship is the “king of the cosmos,” just as the 747 was the “queen of the skies.”

DogeDesigner

64,174 次观看 • 1 个月前

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

228,363 次观看 • 23 天前

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

Shay Boloor

472,606 次观看 • 1 个月前