Haider

Investor and Explorer

[Haider @MoodSpaceX]

@linbo_tang SPCX for a while haha

[Haider @MoodSpaceX]

@MstrHappyJustin Thank you 🙏

[Haider @MoodSpaceX]

@BryanWills67112 @belbeleggers Who’s rocket?

[Haider @MoodSpaceX]

Useful list. The JPM jump from $240 to $500 is basically a compute call, not a rocket call. Curious how many of the 14 actually model Starlink Mobile yet. Feels like almost none.

[Panke @spcxGOD]

Good morning Europe
SpaceX investors

While you were sleeping I have collected a beautiful list of target upgrades for you that you can read in the weekend.

14 banks raised their $SPCX price target after Q3.

Every one of them, and why:

JPMorgan $240 → $500: 2-3 GW of compute this year, +10 GW in 2027

Cantor $246 → $345: $500B-$1T run rate by end of 2027

Barclays $254 → $300: AI growth is proving durable

BofA $235 → $275: Q3 beat, Starship could go weekly in H1 2027

Wells Fargo $214 → $274: launch edge, Starship opens space compute

Pivotal $230 → $260: beat in every segment, huge Q1 guide

Phillip $75 → $250: flipped Sell to Buy, compute demand beats supply

Clear Street $217 → $248: near-term estimates up, 2028+ still conservative

Goldman $230 → $245: every segment is a multi-trillion market

Citi $200 → $240: 2027 EPS estimate from $2.14 to $3.25

UBS $210 → $230: Q4 compute deals, Starship catch, Grok

TD Cowen $200 → $224: beat in every segment, estimates up 21-26%

Mizuho $200 → $205: 13 GW by 2027 at $50+ per watt

Susquehanna $173 → $176: compute deals ramping, still Neutral

Average target went from $209 to $269. That's +29%.

$269 is 83% above Friday's $147.49 close.

Wallstreet added $60 to its average target in two days.

The stock is still at $147.

Don’t Act all surprised when it catches up.

$SPCX

[Haider @MoodSpaceX]

One Starship Starlink flight can match ~10–20 Falcon 9 loads of capacity. Target: 50+ Starships in 2027.

That's why Florida Starlink is moving off Falcon. Next year's unit economics rewrite the model. $SPCX

[Haider @MoodSpaceX]

@fammetaX $1,000 will be an easy one to hit. $300 is coming soon then $450 probably by the end of next year.

[Haider @MoodSpaceX]

@MentoviaX Great idea

[Haider @MoodSpaceX]

@aaronburnett I’m going watch it again now

[Haider @MoodSpaceX]

@XFreeze @AmX_ZaxTr Can’t wait to see this

[Haider @MoodSpaceX]

@SPCX100T I agree 💯 %

[Haider @MoodSpaceX]

@belbeleggers @grok 😂 that’s a good response

[Haider @MoodSpaceX]

@linbo_tang They got me with this one. Worst mistake of 2026 for me. I think they’ll make a comeback in 2027

[Haider @MoodSpaceX]

@ClownWorld @bot Yep! It’s a steal for the value you get.

[Haider @MoodSpaceX]

Get the popcorn ready! This is going to be one exciting event.

[NSF - NASASpaceflight.com @NASASpaceflight]

Final segment of the Launch Complex 36A tower being lifted into place
https://t.co/2y8guyWyeQ

[Haider @MoodSpaceX]

SpaceX booked a $561M gain on its Boring Company stake in Q3 — about 14% of net income, and none of it from rockets or Starlink.

Boring isn’t a side bet. It’s tunnels, urban transit, and optionality under the same roof as launch and Starlink.

That mark-up is the market catching up to an investment thesis that was already there. $SPCX

[Haider @MoodSpaceX]

@linbo_tang Thank you and looking forward to our chats

[Haider @MoodSpaceX]

@Meta a $1.61 glitch has been killing my ability to post an ad with you guys. Wassup? I've been trying to reach your support team forever. This is why advertisers are moving over to @X

[Haider @MoodSpaceX]

@EllisInvest Thank you! You as well buddy

[Haider @MoodSpaceX]

36 flights on one booster, and it was the 71st launch from Vandenberg this year. The cost-per-launch gap vs. everyone else keeps widening every time one of these lands.

[Mario Nawfal @MarioNawfal]

🇺🇸 SpaceX launched another 27 Starlink satellites into orbit, and the real star of the show was a Falcon 9 booster flying for the 36TH TIME.

The rocket lifted off from California's Vandenberg Space Force Base, successfully deployed its satellites, and landed on a droneship in the Pacific just 8.5 minutes after launch.

Booster B1063 first flew back in NOVEMBER 2020. It even launched NASA's DART mission, which successfully slammed a spacecraft into an asteroid.

Nearly six years later, it's STILL flying missions and landing safely.

Source: @nasaspaceflight / Writer: Sol

[Haider @MoodSpaceX]

@SlavMarkets Cool, I’ll research it. Thanks!