Michael

Mementos of a retard

[Michael @MichaelsMemento]

@NVIDIAGeForce Please with cheese #RTXPowersPlay

[Michael @MichaelsMemento]

Super cool!

[Google Japan @googlejapan]

◤
　　　Google Store 表参道
初日オープンが無事に終了しました！
　　　　　　　　　　　　　　　　◢

アメリカ以外で、世界初の海外拠点として日本・表参道の地にオープンできたことは、私たちにとってまさに歴史的な一歩です。

あいにくの大雨にもかかわらず、たくさんの方々が足を運び、記念すべき瞬間に立ち会ってくださったことに心から感謝いたします。

明日も 10:00 より営業します。
みなさまのご来店をお待ちしております！

[unusual_whales @unusual_whales]

BREAKING: Trump is considering to cut capital gains taxes ahead of midterm elections, per Bloomberg.

[Sawyer Merritt @SawyerMerritt]

SpaceX has officially announced that they now have over 13 million Starlink consumer subscribers, and 22 million monthly Starlink Mobile users.

[Michael @MichaelsMemento]

King of the Hill is the best animated sitcom show ever.

[Michael @MichaelsMemento]

@SawyerMerritt @elonmusk I wonder if the designers play Satisfactory.

[Michael @MichaelsMemento]

Gives me Satisfactory vibes. The factory must grow!

[SpaceX @SpaceX]

The foundations for an exciting future are being built in Texas. Next up: Terafab → https://t.co/jGg52Zhn5I

[Sawyer Merritt @SawyerMerritt]

Here are all the highlights from @SpaceX's Q2 2026 earnings report:

• Total revenue: $7.81B, up 92% YoY from $4.07B and up 66% QoQ from $4.69B.

• Net loss: $541M, improving by $467M YoY from a $1.008B loss.

• Loss from operations: $143M, improving from a $970M loss YoY and a $1.94B loss in Q1.

• Adjusted EBITDA: $3.53B, up 191% YoY from $1.214B and more than tripling from $1.127B in Q1.

• Total Capex: $18.3B, up from $10.1B in Q1 and $2.8B a year ago, largely driven by AI infrastructure investment.

• Space revenue: $962M, up 29% YoY and 55% QoQ; launch services contributed $648M and launch & development $314M.

• Space operating loss: $542M, versus a $369M loss YoY and $662M loss in Q1.

• Space Adjusted EBITDA: Loss of $205M, versus a $93M loss YoY and $351M loss in Q1.

• Space Capex: $1.174B, up from $946M YoY and $1.052B in Q1.

• Connectivity revenue: $4.29B, up 66% YoY and 32% QoQ; Consumer revenue was $2.48B (+44% YoY) and Enterprise & Government revenue was $1.8B (+108% YoY).

• Connectivity operating income: $1.65B, up 79% YoY from $923M and up from $1.18B in Q1.

• Connectivity Adjusted EBITDA: $2.597B, up 64% YoY from $1.583B and up from $2.08B in Q1.

• Connectivity Capex: $1.36B, up 21% YoY from $1.130B.

• Starlink subscribers: 12M, doubling YoY from 6M and increasing by 1.7M during Q2; ARPU remained $66/month.

• Starshield: Awarded more than $6B in multi-year U.S. government contracts, primarily from two major Space Force contracts.

• AI revenue: $2.56B, up 247% YoY and 213% QoQ; AI solutions & infrastructure revenue was $2.19B and advertising revenue was $367M.

• AI operating loss: $1.257B, improving 49% QoQ from a $2.46B loss and from a $1.524B loss YoY.

• AI Adjusted EBITDA: Positive $1.14B, versus a $609M loss in Q1 and $276M loss a year ago.

• AI Capex: $15.8B, more than doubling from $7.7B in Q1 and versus $749M a year ago.

• Cloud Services Agreements: Signed multiple agreements totaling $14.1B in contracted sales, generating $1.6B of incremental AI infrastructure revenue during Q2.

• Backlog: $47.5B at the end of Q2.

• Cash, cash equivalents & marketable securities: Approximately $100B at quarter-end ($93.5B cash + $6.48B marketable securities).

• Total assets: $192.7B, up from $92B at year-end 2025.

• Total debt & finance leases: Approximately $39.3B, consisting of $2.52B current and $36.8B long-term.

• Launches: SpaceX completed 38 launches in Q2 - 10 customer and 28 internal launches.

• Launches YTD: Reached 78 launches through June 30.

• Mass to orbit: Deployed 485 metric tons in Q2 and 1,041 metric tons YTD.

• Starlink constellation: Reached ~10,200 satellites in orbit as of June 30.

• Starlink coverage: Expanded to 167 countries as of June 30.

• Starlink aviation: Signed a major agreement with American Airlines and activated service on additional airlines including Southwest, Virgin Atlantic, Iberia and Aer Lingus.

• Starlink Mobile: Launched new international carrier partnerships with SoftBank, NTT Docomo and Spark NZ.

• Starshield: Awarded more than $6B in multi-year U.S. government contracts, primarily through two major Space Force contracts.

• Spectrum: Received FCC approval for the EchoStar license transfer, covering 65 MHz of U.S. spectrum and certain global Mobile Satellite Service spectrum licenses.

• AI compute: Expanded nameplate compute capacity to 1.4 GW, up from 1.0 GW in Q1 and 0.4 GW a year earlier.

[Michael @MichaelsMemento]

$PLTR gang

[Michael @MichaelsMemento]

PLTR earnings 👀

[Michael @MichaelsMemento]

@TheStockGuyTV Life is supposed to be fair.

[Michael @MichaelsMemento]

Ah, shit it is August.

[Michael @MichaelsMemento]

@pathofexile

[Michael @MichaelsMemento]

@Dexerto

[Michael @MichaelsMemento]

@Dexerto

[Michael @MichaelsMemento]

@nmplol https://t.co/tCPgbLfbgd

[SpaceX @SpaceX]

Landing burn and splashdown of Starship on Flight 13

[SpaceX @SpaceX]

Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather.

A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won't be possible with today's weather conditions. Visibility is forecast to be ideal for a Friday attempt.

[SpaceX @SpaceX]

Watch Starship's thirteenth flight test https://t.co/qkYYJiX24h