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Yesterday, SpaceX received fast-tracked FTC approval for acquiring a startup founded by former SpaceX engineers called Mesh Optical Technologies. Mesh builds high-speed optical transceiver devices that convert electrical signals into light (photons/lasers) for data transmission. This technology lets thousands of Starlink satellites communicate quickly while being more energy efficient... show more

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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 Aufrufe • vor 3 Monaten

🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor

🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor

Mario Nawfal

109,293 Aufrufe • vor 4 Monaten

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

Shay Boloor

69,920 Aufrufe • vor 2 Monaten

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Wall Street Apes

72,007 Aufrufe • vor 1 Monat

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

28,352 Aufrufe • vor 3 Monaten

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship

ALEX

34,325,825 Aufrufe • vor 1 Jahr

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.

Wall Street Mav

815,298 Aufrufe • vor 5 Monaten

Starship will start deploying Next-Gen Starlink satellites in mid-2027 SpaceX is taking the next giant leap with Starship This fully reusable launch vehicle is the key to deploying the next-generation Starlink constellation at record speed ✅ Launch 50+ satellites per mission ✅ Deploy roughly 1,200 satellites in just 6 months ✅ Achieve contiguous global coverage by 2027 By flying at a low altitude of 350 km, it's optimizing performance while ensuring space safety. From the most remote polar regions to bustling cities, voice and data services are going everywhere

Starship will start deploying Next-Gen Starlink satellites in mid-2027 SpaceX is taking the next giant leap with Starship This fully reusable launch vehicle is the key to deploying the next-generation Starlink constellation at record speed ✅ Launch 50+ satellites per mission ✅ Deploy roughly 1,200 satellites in just 6 months ✅ Achieve contiguous global coverage by 2027 By flying at a low altitude of 350 km, it's optimizing performance while ensuring space safety. From the most remote polar regions to bustling cities, voice and data services are going everywhere

X Freeze

11,701 Aufrufe • vor 6 Monaten

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

Tsla Archive

63,631 Aufrufe • vor 7 Monaten

Cathie Wood on Tesla and SpaceX: "This will be considered as the year of the RoboTaxi. We're also learning more about Elon Musk's plans for the moon, for solar powered data centers in Space, and for Mars, and you'll see a lot of what we expect for the next 20 to 25 years in our open source SpaceX model that came out around mid year and caused quite a stir. We also had a great year in terms of space exploration. SpaceX made all kinds of announcements and is delivering service and Starlink throughout the world."

Cathie Wood on Tesla and SpaceX: "This will be considered as the year of the RoboTaxi. We're also learning more about Elon Musk's plans for the moon, for solar powered data centers in Space, and for Mars, and you'll see a lot of what we expect for the next 20 to 25 years in our open source SpaceX model that came out around mid year and caused quite a stir. We also had a great year in terms of space exploration. SpaceX made all kinds of announcements and is delivering service and Starlink throughout the world."

DogeDesigner

1,024,941 Aufrufe • vor 8 Monaten

Former long-time SpaceX employee Abhi Tripathi on a SpaceX IPO: "Once Musk realized Starlink satellites could be architected into a distributed network of data centers, the writing was on the wall. That is the moment an IPO suddenly came into play after being unlikely for so long. If you have followed Elon’s tactics, you know that once he commits to something, he leans fully into it. Much of the AI race comes down to amassing and deploying assets that work quicker than your competition. A large war chest resulting from an IPO will greatly help his cause and disadvantage all others.” Abhi worked at SpaceX for 10.5 years starting in 2010. Source:

Former long-time SpaceX employee Abhi Tripathi on a SpaceX IPO: "Once Musk realized Starlink satellites could be architected into a distributed network of data centers, the writing was on the wall. That is the moment an IPO suddenly came into play after being unlikely for so long. If you have followed Elon’s tactics, you know that once he commits to something, he leans fully into it. Much of the AI race comes down to amassing and deploying assets that work quicker than your competition. A large war chest resulting from an IPO will greatly help his cause and disadvantage all others.” Abhi worked at SpaceX for 10.5 years starting in 2010. Source:

Sawyer Merritt

1,329,790 Aufrufe • vor 9 Monaten

Joel Shulman on SpaceX and Elon Musk today: • SpaceX dominates the launch market with around 90% market share. • Even competitors rely on SpaceX launches, highlighting its industry leadership. • SpaceX has over 10,000 satellites in orbit, giving it a major competitive advantage. • The company has built a strong moat that is difficult for rivals to replicate. • Launch costs have fallen from ~$54,000/kg to about $2,000/kg, making SpaceX the clear cost leader. • While traditional launch costs have remained high, SpaceX has dramatically reduced costs through innovation. • Elon Musk is a modern-day Rockefeller, for his relentless focus on cost efficiency. • Starlink is the crown jewel of its business.

Joel Shulman on SpaceX and Elon Musk today: • SpaceX dominates the launch market with around 90% market share. • Even competitors rely on SpaceX launches, highlighting its industry leadership. • SpaceX has over 10,000 satellites in orbit, giving it a major competitive advantage. • The company has built a strong moat that is difficult for rivals to replicate. • Launch costs have fallen from ~$54,000/kg to about $2,000/kg, making SpaceX the clear cost leader. • While traditional launch costs have remained high, SpaceX has dramatically reduced costs through innovation. • Elon Musk is a modern-day Rockefeller, for his relentless focus on cost efficiency. • Starlink is the crown jewel of its business.

DogeDesigner

67,604 Aufrufe • vor 2 Monaten

🇺🇸 FALCON 9 BLASTS 28 STARLINKS INTO ORBIT The skies above California lit up like a sci-fi movie as Falcon 9 ripped through the atmosphere, hurling 28 brand-new Starlink satellites into space. That’s 28 more eyes in the sky, part of Elon’s plan to wrap the planet in high-speed internet, or, depending on how you see it, create the ultimate galactic Wi-Fi grid. The rocket’s fire trail carved across the night while SpaceX casually made history again. At this rate, Elon’s basically building a space empire one batch of satellites at a time, and Earth is just along for the ride. Source: SpaceX

Mario Nawfal

40,984 Aufrufe • vor 1 Jahr

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS SpaceX will become the biggest retail opportunity of this cycle. In 2016, Tesla acquired SolarCity. Over the next five years, Tesla pumped 3,300%. $10,000 → $330,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after merging with xAI. - SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure. - Tesla brings autonomous driving, robotics, energy, and public-market liquidity. - Together, they will create the most powerful AI ecosystem in the world. This could become one of the BIGGEST events in modern stock market history. And now the stakes are much higher than they were with the SolarCity merger. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

136,641 Aufrufe • vor 1 Monat

🚨Elon Musk: Starlink could eventually carry 90% of the world’s internet traffic "It's the first high-bandwidth global internet system to ever exist." "Starlink might end up doing over 90% of all internet traffic." "Almost 11,000 satellites in orbit." "With Starlink V3 and beyond, we'll go to 100,000 satellites." "We're in 167 countries. 22 million mobile subscribers. 13 million high-bandwidth subscribers. Expect these numbers to increase by more than a factor of 10 over time." "Cloudflare just recently mentioned that, based on current growth, they think AI traffic will be 1,000x internet traffic in five years." "Let that sink in for a minute. That's a lot of AI." Elon Musk SpaceX

🚨Elon Musk: Starlink could eventually carry 90% of the world’s internet traffic "It's the first high-bandwidth global internet system to ever exist." "Starlink might end up doing over 90% of all internet traffic." "Almost 11,000 satellites in orbit." "With Starlink V3 and beyond, we'll go to 100,000 satellites." "We're in 167 countries. 22 million mobile subscribers. 13 million high-bandwidth subscribers. Expect these numbers to increase by more than a factor of 10 over time." "Cloudflare just recently mentioned that, based on current growth, they think AI traffic will be 1,000x internet traffic in five years." "Let that sink in for a minute. That's a lot of AI." Elon Musk SpaceX

KanekoaTheGreat

62,046 Aufrufe • vor 1 Monat

SpaceX Starship Flight 14 will be the first Starship into orbit, and the first to deploy operational Starlink V3 satellites. Flight 14 is going to include a lot of firsts: • First Starship flight intended to reach orbit. Flights 1–13 were deliberately suborbital. • First orbital insertion burn after stage separation. • First deployment of operational Starlink V3 satellites into the constellation • First in-space deorbit burn with a single Raptor, then a controlled reentry from orbital velocity. • First reuse of Starship heat-shield tiles (two tiles were removed from Ship 40 that was floating in the Indian ocean). These satellites that will deployed will actually be in service for SpaceX. Elon mentioned they would need approximately 1,000 V3 sats (sometime by Q2 2027), before it actually moves subscriber growth. 26/1,000! Elon also said this will be the final flight before SpaceX attempts to actually catch the ship with the tower on land, bearing in mind that everything goes well. September 22nd (hopefully) will be fun day.

SpaceX Starship Flight 14 will be the first Starship into orbit, and the first to deploy operational Starlink V3 satellites. Flight 14 is going to include a lot of firsts: • First Starship flight intended to reach orbit. Flights 1–13 were deliberately suborbital. • First orbital insertion burn after stage separation. • First deployment of operational Starlink V3 satellites into the constellation • First in-space deorbit burn with a single Raptor, then a controlled reentry from orbital velocity. • First reuse of Starship heat-shield tiles (two tiles were removed from Ship 40 that was floating in the Indian ocean). These satellites that will deployed will actually be in service for SpaceX. Elon mentioned they would need approximately 1,000 V3 sats (sometime by Q2 2027), before it actually moves subscriber growth. 26/1,000! Elon also said this will be the final flight before SpaceX attempts to actually catch the ship with the tower on land, bearing in mind that everything goes well. September 22nd (hopefully) will be fun day.

Nic Cruz Patane

37,696 Aufrufe • vor 9 Tagen

🚨 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 Aufrufe • vor 2 Monaten

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

Herbert Ong

200,262 Aufrufe • vor 3 Monaten

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,909,656 Aufrufe • vor 9 Monaten