SPCX SpaceX

$SPCX CEO Musk says that the amount of memory humanoid robots need “will exceed everything else on Earth.” Counterpoint Research expects DRAM demand from humanoids to climb more than 20x b/n 2026-2030, w/ memory in each robot rising from about 19GB today to 39GB by the end of the decade —— Seems low considering latest iPhones have 12GB BTW - Micron’s CEO has said Level 4+ autonomous vehicles typically need >200 GB of memory (plus multiple TB of storage), & humanoids are expected to have comparable req’ts Note - Tesla has been designing Optimus around substantially higher capacities. Musk publicly noted cutting AI5 to ~72–96 GB (LPDDR5) & AI6 to 144 GB (LPDDR6) specifically to secure volume & cut cost for Optimus production; bandwidth was prioritized over total capacity, & the performance impact was described as negligible —- That is still several times Counterpoint’s 2030 avg $DRAM $RAM.X $MU $SKHY

$SPCX These weirdo liberals have no idea capitalism will always prevail The poor don’t build bridges or invent anything! Buy all the fear! Musk is the Thomas Edison of our decade!

$SPCX $SPCU Attempting to do something that has never been done before on Friday the 13th is legendary.

$SPCX Elon Musk Responds To The Threats - MUSK: “Gina is nothing more than a puppet of Barack Obama and Kamala Harris. Democratic Party power brokers put her in that position to advance their own political interests. But here’s the reality: they need me far more than I need them. If they don’t want me in Texas, I’m prepared to pack up and relocate to Florida without hesitation.” “I can already see what she’s planning. She will attempt to interfere with Cybertruck manufacturing by hiding behind increased taxation, but everyone understands the real motivation. Her political allies in the deep state want to punish me for standing behind Donald Trump during the election. This confrontation goes beyond my businesses. Their real objective is Trump, and they believe targeting me is another way to get to him. What they seem to have forgotten is that the President still possesses veto powers. “I’m certainly not intimidated by Gina Hinojosa. Whenever she makes these threats,

$SPCX The All-In Besties are spot on: If Dems slow data center builds the current owners of compute win and the renters of compute lose. Data centers will be built in other countries. Sacks says watch if Elon cancels 90-day contract with Anthropic if spot prices climb.

$SPCX all in pod Chamath saying what me and many others are. Spot prices could 2-3x now given compute constraint. Get in and buckle up! It’s going to be an insane ride

$SPCX all these libs acting like democrats don’t like money. They’ll fuel musk and SpaceX. It’s only the crazy liberals that make so much noise.

$SPCX 📌 Please read: Revenue grew 161% year on year last quarter. The AI segment grew 830%. Elon confirmed again over the weekend that there’s no slowdown in the 13 GW compute target by EOY2027 Now the math is quite simple: 13 GW x $50 per watt a year = $650 billion per year If SpaceX generates $650 billion in annual revenue from its 13 GW AI compute network and maintains its 44× P/E ratio and 30% net profit margin: The stock = $632 A 50% net profit margin = $1,053 And that’s only pricing in AI Compute. SpaceX is being valued as just a rocket company. $135/share isn’t pricing in Starlink, Starlink Mobile, Grok, X, X Money, Defense, and everything else. $TSLA bringing Optimus to SpaceX is the cherry on top. I think the Optimus Bots could be the most successful product in the world. Another thing Wall Street isn’t accounting for. My top of the line estimate: SpaceX becomes the first $100 Trillion dollar company by 2035 📍

$SPCX BREAKING NEWS BULLISH SIGNAL🔥🔥 Goldman flags potential $10B passive-demand catalyst Verified: A Goldman Sachs strategy report dated Nov. 6, newly reported Sunday, estimates that a future Russell 1000 Growth rebalance using current weights could generate more than $10 billion of passive ETF buying in SpaceX shares. Goldman also estimates passive ETFs already held roughly $30 billion of SPCX at October-end and sees potential S&P 500 eligibility in the second half of 2027, subject to trading-history and profitability requirements. This is an index-flow analysis—not a new rating or price target. Why it matters: This identifies a potentially material, non-fundamental source of share demand as SpaceX’s public float expands. Goldman estimates about one-third of shares are currently tradeable, potentially rising to roughly half by mid-2027 as restrictions expire.

$SPCX If Elon catches the rocket & the booster- $T John Stankey and other legacy will need to either be on the toilet or in Depends. Cause their stock will be in the toilet. We will be near $200

$SPCX CEO has presented his order plan to Japanese manufacturing equipment manufacturers & is accelerating the factory's operation. While the semiconductor industry welcomes the emergence of a new customer, some are bewildered by the demands, which are considered unconventional. Terafab has told equipment makers it is targeting 1M wafers/month from 2032+ - split roughly 70% memory & 30% logic Note: Global DRAM capacity is on the order of ~2M wafers/month range Note: Terafab is explicitly planned as a vertically integrated site for logic + memory + advanced packaging under one roof, aimed at captive supply for Tesla (Dojo/Optimus/FSD), xAI/Grok clusters, & SpaceX-related compute -- This is about insulating their roadmaps from merchant HBM allocation fights rather than selling into the open market Building that requires enormous tool CapEx ($ASML EUV slots are already constrained), process know-how (especially DRAM/HBM yields & stacking), & time Note: At 700K wafers/month - Terrafab production is more than $SKHY est'd production this year at 615 wafers/month & near double $MU at 365 wafers/month

$SPCX BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows.

$SPCX I bought more when it was $170 and I bought more at $135… I don’t care because it’s still Cheap

$SPCX Democrats need to be very careful with what they wish for in attacking Elon Musk. China and Russia would both love to have his vision, ability and the assets that he has created. Think about it, he could easily move everything SpaceX and everything Tesla to those two countries including a delisting from Nasdaq and listing on China. Hundreds of billions of US stock suddenly in China. What would it coat Elon, 20, 30, 50 billion? A drop very in the bucket. The biggest cost, delay in start of certain projects? BIG DEAL! HUNDREDS OF BILLIONS OF US INVESTMENTS GOING TO HANG SING! Democrats better be very careful.

$SPCX big institutions and pre ipo holders are slowly dumping to dumb retail and yall are buying it up. This goes significantly lower from here

$SPCX $TSLA dropped new fan t-shirt, look for it on eBay. These are unique, you might be first one to get one 🚀

$SPCX So, I just left Memphis, but stop by Colussus 2. The first pic is the actual datacenter, BUT tons of building all around the surrounding blocks. It’s HUGE!

$SPCX this is going back to 165 easily. They make that catch next Saturday and it will flirt with 200.

$SPCX Does anyone have any hard numbers on how many cybercab $TSLA plans to make in the next 12 months. AI is giving insanely small numbers. Someone on here knows the number.

$SPCX Elon is looking more like your Capt America.... haters will hate.. get a clue. National Security thru SpaceX