$SPCX: After yesterday’s first orbital Starship flight and Anthropic’s staggering spending on compute, I expect a big wave of SpaceX upgrades in the coming days.
@elonmusk@JohnLeFevre Why not offer a better price plan if acquisition by the companies till the end of 2026. Then an increased price plan for the companies till the end of 2027. And so forth… 🚀
SpaceX upcoming Events / Milestones / Catalysts
In collaboration with @aaronburnett (the most knowledgeable person I know on all things SpaceX) here's an updated Events / Milestones / Catalysts list for SpaceX.
A successful Starship Flight 14 and deployment of the first 26 Starlink V3s today!
MrBeast praises Elon Musk and SpaceX for pushing humanity toward becoming multiplanetary:
“Name one thing more badass than what he’s doing. He’s literally working to create a colony on another planet.
i've been screaming $SPCX since the $108.
it's $148 now. starship's first orbital flight is monday and morgan stanley says $300.
i called the EXACT bottom...
What are Rebellionaire's SpaceX vs Tesla Growth Expectations?
SpaceX could be generating 1.5x Tesla's profits by Q1 2027, with 6x the revenue growth.
And by Q1 2028, SpaceX could see ~600% profit growth.
This is bull-case Tesla vs base-case SpaceX and it changes everything about the merger.
The numbers shocked us.
What do you think?
*Timestamps*
0:00 Intro
1:10 Tesla Q1 2027 Bull Case
5:03 SpaceX Q1 2027 Projections
9:28 Tesla vs. SpaceX: The Problem
11:58 Wall Street's SpaceX Blind Spot
15:42 SemiAnalysis & 2028 Outlook
17:19 Changing Views on the Merger
21:21 Still Tesla Fans