Jjangdol⚡️⚡️

Engineer, Investor($TSLA/$BTC), ⛳️, #여행, #반도체, #BabyMonster, #맞팔_조아

[Jjangdol⚡️⚡️ @Jason75B]

X하다 보니
첫째, 유툽 시청이 확 줄고
둘째, 증시 오르락 내리락에 둔감해지고
셋째, 퐐러 수/노출 수에 민감해지고
넷째, 딴짓을 많이 하게 된다.(X질)🤣🤣

중독 됐다!

[*Walter Bloomberg @DeItaone]

SPACEX IPO EXCLUDES CHINA AND HONG KONG CAPITAL

SpaceX is blocking investors from China and Hong Kong from its $75B IPO, instructing underwriters to reject related orders, according to Bloomberg. Access from parts of Hong Kong and Shanghai was also reportedly restricted. The move is linked to US ITAR rules covering defense technology exports. The decision reflects rising US tech-sector caution over Chinese capital due to national security and data concerns.

[Phil Trubey @PTrubey]

Woah! Elon actually gave breaking news in his JP Morgan interview today with Jamie Dimon.

Optimus robots will be connected to Starlink! He made it clear that “AI robots” have huge connectivity bandwidth requirements and thus Starlink will have to up its game to support them. This implies that Optimus may have hybrid AI models, both on robot models and off robot cloud models.

He expects Starlink to orbit 100,000 satellites, 10x more than today, and future satellites will be half the distance from the earth than the current constellation, reducing latency accordingly. Currently Starlink sats orbit around 550 km, so new satellites would be around 300 km. This would support much lower latency (maybe down to 12 ms or so) as well as support Direct To Cell much better for worldwide cellular satellite communications.

The new V3 satellites will be 10-20 times more capable than the V2 satellites. They use three proprietary “beyond” state of the art chips that SpaceX designed. Jamie mentioned that this constellation might supplant or at least supplement ocean fiber optic cables. Each Starship should be able to launch 50 of these much larger satellites at a time.

Don’t sleep on SpaceX’s lunar ambitions. Elon likened SpaceX to Union Pacific and the hotels it built as they were building the railway across the country. Elon said vacation hotels on the moon were a distinct possibility. Jamie joked that he never thought he’d see Elon enter the hospitality business.

And continuing the transport analogies, Elon pointed out that Starship’s propellant (natural gas/oxygen) is cheaper than jet fuel. He said that in theory you should be able to transport cargo into space at a lower cost than trans oceanic airplane flights.

Btw, SpaceX develops and manufactures its own space lasers for inter-satellite communications (more vertical manufacturing).

Other news. SpaceX has been self funded since 2015 or so, never raising any money in the past ten years. The various rounds since then were liquidity rounds for employees.

Elon said that data centers in space should be much easier to do than Starlink satellites. The space data centers are initially intended to allow others to put their own chips and software into them making them a co-location data center model, which is pretty wild. Kinda like extending the anthropic Colossus rental deal, but in space.

In the future they will make their own space specific data center chips and run their own AI software.

Terafab is to address the next limiting factor in chip manufacturing. For instance there are ZERO memory fabs in the US right now. Classic Elon, address supply chain before it becomes an issue just like he did for EV batteries and lithium refining.

SpaceX is not only is supplying the US military with the Starshield product based on Starlink, but Elon stated they do other classified work.

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS

J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

[Ming @tslaming]

GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase 🔥

Three major factors drive this rationale:

🤖 AI & Autonomy Shift — JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics.

📈 Market Reality Check — With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum.

🤝 Burying the Hatchet — After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's research arm shifted to a much more objective, less hostile outlook.

[Elon Musk @elonmusk]

29 more Starlink satellites.

Over 10,000 in orbit now.

[DogeDesigner @cb_doge]

Elon Musk on Starship today:

"The fundamental breakthrough of Starship is that it will be the first orbital rocket that is fully reusable, so this might sound like an obvious thing, but because in every other mode of transport, whether that's aircraft, cars, bicycles, horses, ships, these are all we take it for granted that they are reusable, an aircraft journey would be very expensive if you had to throw the plane away every time, and that's how rockets have been in the past, but it's very difficult from a technology standpoint to achieve full reusability for a rocket.

We've got part of the way there with Falcon 9, but we'll get all the way there with Starship, and once you achieve full reusability, then it's simply a cost of access to orbit is just the cost of propellant, because now you can reuse all aspects of the vehicle, and the propellant we used for Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get. The cost of propellant for Starship will be less than the cost of jet aviation fuel, which means that you should be able to actually send cargo to space for less than the cost of cargo on an airplane going on a transoceanic trip."

[Sawyer Merritt @SawyerMerritt]

SpaceX is increasing the amount it plans to raise in its IPO in Japan by 25%, up to $2.5 billion, due to strong retail investor demand for its stock.

The company plans to offer 14.8 million-18.5 million shares at $135 each, according to a new filing.

[DogeDesigner @cb_doge]

Elon Musk on Terafab:

"It's worth noting that there's not a single high volume computer memory fab in America right now, zero. There's one being built by Micron, but that will not reach volume production until I believe 2028 and there's something built in New York, but they are in, I think, 2029 and 2030, and this is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers and the logic makers, it is not enough to meet the demand that is anticipated, which is why you're seeing stocks of like Micron go to, I think, 1.2 trillion, or some quite high number, so there's just clearly a need for AI logic memory and packaging, AI computers, essentially, that is far beyond what even the best case assumptions of the existing fabricators can do, and that's why we need to do the Terafab. It seems essential, otherwise we will not, there will not be enough chips."

[Herbert Ong @herbertong]

🚨SpaceX has launched its IPO process.

• IPO Price: $135/share
• Capital Raised: $75 Billion
• Valuation: $1.75 Trillion
• Trading Begins: June 12

This will be the largest IPO in history, instantly making @SpaceX one of the most valuable companies on Earth.

The countdown starts now. 🚀 $SPCX

[TexasTSLA @TexasTSLA]

Breaking 🤣🤣🤣🚨🚨🚨

[Sawyer Merritt @SawyerMerritt]

Fidelity has announced that it is making the SpaceX IPO available to any customer with a retail brokerage account with $2,000 or more in the account (down from up to $500k before).

"SpaceX has decided to reserve a much higher percentage of the offering (up to 30%), which means there should be more shares available to retail clients, which is why we have decided to reduce IPO eligibility for this offering."

[Nic Cruz Patane @niccruzpatane]

Starlink V3 satellites and Starship are about to change the game.

Compared to V2 satellites that are currently being launched on Falcon 9, V3 will enable more than 20x bandwidth per launch with Starship.

Each Starship is capable of deploying 60 V3 satellites PER LAUNCH (61,000 gbps). The scale is we’re talking here is unreal.

Elon Musk says Starlink Earth could deliver over 90% of all space-based Internet traffic next year.

(Video below is real footage of Starship deploying a V3 Satellite simulator in Space)

[DogeDesigner @cb_doge]

Elon Musk on taking SpaceX public:

"I've been asked for many years about taking SpaceX public, so it's probably been almost 10 years that people have been suggesting to me that I should take SpaceX public. We've been positive cash flow for quite a long time, I think, since around 2014-2015 and we've been self-funding, in fact, in our sort of private equity rounds, we actually have not been fundraising rounds, they've been liquidity rounds for investors and employees, because we give everyone at the company stock, and SpaceX has actually bought back stock in most of our sort of funding events.

What's different about now is that was it's a number of things, we are embarking on a significant growth phase, like capital growth phase, where we're are going to put in orbit, probably 100,000 satellites, probably over 100,000 satellites, just for communications. The appetite for bandwidth of AI and robots is going to be enormous, and then we're also doing the AI data centers in space, which is another massive capital endeavor, but I think it will be the primary means by which AI can be expanded."

[Mario Nawfal @MarioNawfal]

Elon on the Moon-to-Mars vision:

“Mars is a whole planet… gravity much closer to Earth’s, with an atmosphere. If we warm it up, one day you could have liquid oceans, life, and walk outside without a spacesuit. It’s a fixer-upper planet, but it’s got a lot of potential.”

Moon vacations first, then turning the Red Planet Earth-like.

The man is playing the long game 🌍→🌕→🔴

Source: @JPMorgan

[Elon Musk @elonmusk]

SpaceX

[phil beisel @pbeisel]

The signal is strong.

Robotaxi is literally the internal focus of the company.

Building Cybercabs, building operations infrastructure, hiring to build.

[Ming @tslaming]

BREAKING 🚨 Goldman Sachs, the lead investment bank on $SPCX's IPO, expects SpaceX’s AI revenue to surge 100 times by 2030 🚀

SpaceX is targeting a staggering $1.78 trillion valuation for its IPO. According to Goldman Sachs, justifying this price tag hinges on a massive, 100-fold expansion of SpaceX’s AI division by 2030 🔥

A person familiar with the matter confirmed that Goldman recently shared the following aggressive growth timeline with potential investors:

AI division revenue projections:
💰 2025: $3.2 billion
💰 2026: $15.6 billion (a 388% year-over-year increase)
💰 2027: $34.5 billion
💰 2030: $322.0 billion

For context, SpaceX's total revenue was just $18.7 billion last year. By 2030, Goldman expects total company revenue to reach $474.0 billion—meaning the AI segment alone is projected to generate roughly two-thirds of SpaceX's future business.

[SpaceX @SpaceX]

Falcon 9 launches 24 @Starlink satellites from California

[Angus電科技 @wuanguscc]

⚡⚡⚡最新消息：Tesla AI 副總裁在 CVPR 2026 簡報中，🇹🇼 台灣正式列入 FSD 待批准市場

Tesla AI/Autopilot 副總裁 Ashok Elluswamy 在 CVPR 2026 演講中，公開展示 FSD 全球擴張地圖：綠色（已可用）包含北美、🇨🇳 中國、🇦🇺🇳🇿 澳紐、荷蘭、立陶宛、愛沙尼亞；黃色（Pending regulatory approval）則包含 🇹🇼 台灣、🇯🇵 日本、🇰🇷 韓國、🇮🇳 印度、歐洲多國、泰國、馬來西亞等。

這是 Tesla 內部對全球擴張狀態的官方公開說明，台灣已正式納入規劃圖中。

台灣目前由 VSCC 負責審驗，荷蘭 RDW 已率先批准，業界認為其 UNECE 框架認證有望加速亞洲各國進程。

日本已進入員工公共道路測試、目標 2026 年內推出；台灣的進度雖稍晚，但已確定在隊伍中，這是目前最接近「FSD 快到了」的官方訊號。