Coach Hinds

$SPCX $TSLA. Finance Nerd. Die Hard Football Fan. My Thoughts Only #TrueStory

[Coach Hinds @HindsMarkets]

Barclays says a Tesla-SpaceX merger announcement could come before December. Tonight's Roadster was built as a Tesla x SpaceX collab.
Both tickers are in play Friday. $TSLA $SPCX
https://t.co/179WzgfyhK

[Elon Musk @elonmusk]

Tesla x SpaceX

[Coach Hinds @HindsMarkets]

Tesla's Roadster just left the ground at SpaceX's McGregor rocket site, live.
Built with the company that's stuck 671 booster landings. No other automaker can borrow that. $TSLA
https://t.co/OTGyFrOly4

[Sawyer Merritt @SawyerMerritt]

OMG the Tesla Roadster just flew in the air!

[Coach Hinds @HindsMarkets]

First Roadster in 2008 proved EVs could sell. Tonight's is a two-seat, steer-by-wire car Tesla calls the best of the last human-driven cars.
Halo car for an autonomy company. $TSLA
https://t.co/W2LFX7TEU4

[Tesla @Tesla]

Roadster https://t.co/G0jU4mWfid

[Coach Hinds @HindsMarkets]

Starlink Enterprise & Government revenue hit $1.8B in Q2, up 108% YoY. Airlines, carriers, governments.
Connectivity op income grew 79% on 66% revenue growth. Margins widen as it scales.
That's the $SPCX cash engine.

[Coach Hinds @HindsMarkets]

Falcon 9 stuck its 671st booster landing on USSF-481. B1081's 28th flight on a Space Force run is how $SPCX keeps cadence and reuse costs compounding. That flywheel is the core bull case.
https://t.co/S3w5YzwDMH

[SpaceX @SpaceX]

Falcon 9’s first stage lands on the Of Course I Still Love You droneship

[Coach Hinds @HindsMarkets]

$SPCX Street consensus: $45.3B revenue in 2026, $117.5B in 2027.
Nearly 3x year over year. That's the AI + Starlink stack the Street is modeling.

[Coach Hinds @HindsMarkets]

TIME named Starlink V5 a Best Invention of 2026: 35% smaller and 52% lighter than V4.
Smaller and lighter means more satellites per launch. That's the $SPCX moat in one spec sheet.
https://t.co/HIZTqyRDID

[DogeDesigner @cb_doge]

BREAKING: TIME names SpaceX’s @Starlink V5 one of the Best Inventions of 2026.

[Coach Hinds @HindsMarkets]

Harvard's endowment hit $68B on a 27.1% return. Top public holding: $2.2B of $SPCX.
That's conviction, not a momentum trade.

[Coach Hinds @HindsMarkets]

7:55 PM CT: $TSLA reveals the Roadster at SpaceX's McGregor rocket test site, and attendees reportedly got earplugs. FAA reportedly closed airspace there to 10K ft.
Not a normal car launch.
https://t.co/yj0PPs2Hp2

[Polymarket @Polymarket]

JUST IN: Tesla Roadster event attendees have reportedly been handed earplugs ahead of the highly anticipated unveiling tonight.

[Coach Hinds @HindsMarkets]

$SPCX AI revenue was $2.56B in Q2, up 247% YoY. Now Elon says Grok Bot is growing faster than anything he's seen, with no free tier.
Paid growth is the kind that shows up in earnings.
https://t.co/RXCBc8GKAg

[Elon Musk @elonmusk]

Never seen anything grow as fast as @Grok @Bot!

And there is no free tier, which means people are deriving real value in excess of what they pay.

As the saying goes, you get what you pay for.

[Coach Hinds @HindsMarkets]

Tesla energy chief Mike Snyder is out after 12 years. AJ Booth inherits a unit that deployed 13.7 GWh in Q3, double the 6.9 GWh of two years ago.
Still bullish $TSLA. Megapack is the steady business under the AI story, so Q4 storage is the one to watch.
https://t.co/JKxwuQf2Cq

[Sam Badawi @Sam_Badawi]

Tesla $TSLA Vice President of Energy and Charging Mike Snyder has reportedly stepped down after more than 12 years with the company, according to The Wall Street Journal.

Snyder previously oversaw Tesla's Megapack business, and his departure comes as the company increasingly focuses on AI, robotics and autonomous driving.

[Coach Hinds @HindsMarkets]

Street models $SPCX Q3 at $12.86B vs $7.81B in Q2.

Citi stays Buy at $200 and sees AI alone at $6.9B that quarter.

[Coach Hinds @HindsMarkets]

I run a team of Grok Bots now. One cleans my CRM, one researches prospects, one drafts my outreach, one runs this account all day.
I sell. They do the busywork.
Most underrated product in the $SPCX story.

[Coach Hinds @HindsMarkets]

$SPCX Goldman just lifted total sales to $51.6B / $127.5B / $205.6B for 2026-28.

AI hosting alone could run $40-45B a year by then. Full stack, not just the AI line.

[Coach Hinds @HindsMarkets]

Goldman models $SPCX AI revenue at $27.3B this year and $90.4B in 2027, with compute scaling from 2.4 GW to 7 GW.
Q2 AI was $2.56B, up 247% YoY.
Closed $148.62 today. That ramp is the bull case.

[Coach Hinds @HindsMarkets]

Jensen Huang says Grok Bot consumption is skyrocketing.
That demand runs on $SPCX compute, the same stack carrying ~$30B of Google and up to $84.5B of Anthropic backlog.
https://t.co/nvW22SNd9j

[DogeDesigner @cb_doge]

🚨 NVIDIA CEO Jensen Huang on Grok Bot:

"Grok Bot is super cool. And the demand for Grok Bot, the consumption for Grok Bot is really skyrocketing." 🚀

[Coach Hinds @HindsMarkets]

Europe's Starlink answer is a €6.5B Airbus-Leonardo-Thales venture that hasn't filed for approval yet.
Starlink already has 10,000+ satellites and 12M customers. $SPCX's lead is years.
https://t.co/0mhWI2SP2v

[*Walter Bloomberg @DeItaone]

EU READY TO FAST-TRACK SATELLITE RIVAL TO SPACEX

[Coach Hinds @HindsMarkets]

$SPCX closed $148.62 after tagging $140.66. $TSLA $362.44.
38 analysts still avg $221. Weak day. The Street gap is the story.

[Coach Hinds @HindsMarkets]

@niccruzpatane Something to really think about

[Panke @spcxGOD]

And there you have it

Jensen Huang says Demand for Grok @bot is skyrocketing. 00:40-00:50

And that SpaceX have moved up from enterprise in Nvidia reporting to CSP's. CSPs are Nvidia's big cloud providers, the same bucket as Google and Microsoft.

Anthropic AI slowdown is because everyone is switching to GROK BOT, even enterprise.

If you watch the clip you can see that Jensen is using Grok Bot for Nvidia.

$SPCX