The Real Denny

Entrepreneur • Investor • Collector • Self Made Millionaire By 34 • NIO/SILVER/ETH/SPCX BULL • Content Creator • All Posts are my Opinions

[The Real Denny @DCDOWORK]

Imagine CEO leaves $NVDA and heads to $SPCX 🫣

[The Real Denny @DCDOWORK]

$CRWV finally this POS is moving.

[The Real Denny @DCDOWORK]

I pay $235 a month to $VZ for 3 phone lines. I can't wait to get rid of their service for $SPCX make it happen.

[The Real Denny @DCDOWORK]

$NIO please be right 🫣

[Mr Chart Norris @kholov23]

good luck $NIO

[The Real Denny @DCDOWORK]

OMG he had an affair. Presidents have had affairs... The Chinese Spy part tho, 😂

[The Real Denny @DCDOWORK]

$NVDA $TQQQ $VTI $SPCX I'm ready

[The Real Denny @DCDOWORK]

$NVDA I will add more on the dip.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:

"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."

"I am fully committed to NVIDIA and will work to earn back your confidence."

[The Real Denny @DCDOWORK]

Maine was cool.

[The Real Denny @DCDOWORK]

Lobster Roll & Clam Chowder at Gilbert's in Maine. Very, very good.

[The Real Denny @DCDOWORK]

$SPCX how accurate is this post?

[Panke @spcxGOD]

SpaceX is trading at 11x forward sales while revenue almost triples in 6 months.

I don't think people understand what this means yet. So I did the math.

1. What Elon actually said
"SpaceX revenue this quarter alone will be substantially higher than NASA’s entire annual budget!"

NASA's entire annual budget: $24.4B.
SpaceX Q3 revenue: $14.6B.

My call: $30B+ this quarter.
Then $40B+ in Q1.

Revenue almost triples in 6 months. Let that sink in.

2. The old Q1 guide is already obsolete

SpaceX guided $33-37B of revenue for Q1.
My call is $40B+.
That is 9-20% above the old guide.

And that is just Q1.

Elon on 21 Oct: "As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible."

3. So this means
$40B in one quarter = $160B a year.
$SPCX at $132.47 = a $1.80T company.
$1.80T / $160B = 11x forward sales.

For revenue almost tripling in 6 months.

For the company Elon says could hit $1T revenue in 2028, you pay 1.8x those 2028 sales.

Cheapest big stock in the market. Not even close.

4. This is NOT profitless growth

Q3 revenue: $14.575B.
Net income: $4.404B.

That is a 30.2% net margin. Actual net profit.

Other AI companies spend billions chasing future profits.

SpaceX already makes 30 cents on every dollar while building AI compute, Starlink and Starship at the same time.

5. Now turn those sales into actual earnings

If the 30% margin holds:

$40B x 30% = $12B of quarterly profit.
$12B x 4 = $48B of annual profit.
$48B / 13.58B shares = $3.53 of forward EPS.

At $132.47, you pay 38x that earnings.

50x = $177.
60x = $212.

No merger premium.
No $100T dream.
No orbital data centers.

Just the Q1 revenue run-rate and Q3's actual margin.

6. Why 38x is cheap here

Normal companies at 38x earnings grow 10-20%.

SpaceX is almost tripling revenue in two quarters.

It is a hypergrowth AI compute monopoly with a 30% net margin, the rockets to expand that compute into space and Starlink on top.

People see 11x sales and say expensive.

I see revenue almost tripling and say they have no idea what they own.

7. Calling it now

Analysts will raise their revenue estimates.
Then their earnings estimates.
Then their targets.

Then the same people calling $SPCX expensive at $132 will buy it above $200.

Every $1,000 becomes $1,335 at $177.
$1,600 at $212.

And the $1T 2028 opportunity still isn't in this math.

That's the whole secret.

The stock is priced for a company that doesn't exist anymore.

You are still very insanely early lol

$SPCX

[The Real Denny @DCDOWORK]

Honestly this feels like a dead cat bounce and everything is going lower next week.

[The Real Denny @DCDOWORK]

@NioHongKong still
holding 27,000+ nio

[The Real Denny @DCDOWORK]

$NIO someone is buying today

[The Real Denny @DCDOWORK]

Using $SPCX Starlink on my $U flight. I need more $SPCX

[The Real Denny @DCDOWORK]

@Pikachu21M ?

[The Real Denny @DCDOWORK]

I'm thinking,

$5,000 $SPCX
$5,000 $VTI
$5,000 $VGT
$5,000 $VOO

[The Real Denny @DCDOWORK]

Futures Green & Off the EWR. Next stop Maine.

[The Real Denny @DCDOWORK]

@ryanslowik1 portland

[The Real Denny @DCDOWORK]

A RED stock market won't Rain on my Parade 😂. Maine this weekend, Never been. Can't wait to eat some delicious seafood.

New England Clam Chowder
Fish Sandwich, extra tarter on the side
Fried Clam Basket
Lobster Roll
Sushi

Hopefully I try them all.

[The Real Denny @DCDOWORK]

anyone buying anything today?