PeterX

DMD 🦷,Trader, Financial Investments, Macro, SI news, NFA. JESUS IS KING!

[PeterX @PJC7R]

Starship Flight 15 is up. No booster catch today: Super Heavy diverted to a Gulf splashdown. Ship finished its ascent burn, teams checking systems before going to orbit.

A diverted catch isn't a failure. The ship catch is still ahead.
https://t.co/eKUC8DBeDm

[SpaceX @SpaceX]

Super Heavy has diverted to an offshore splashdown in the Gulf

[PeterX @PJC7R]

NVIDIA just released GR00T 2, an open robotics model that learns from human demos and carries skills across different robot bodies.

Rough week for headlines, but the product engine keeps shipping. $NVDA
https://t.co/uFk91Ec4Vk

[PeterX @PJC7R]

Tesla is now inviting select customers to buy Cybercab for personal use.

Reported terms: $29,990 plus a $299/mo Autonomy subscription (first month included). First deliveries expected by end of 2026.

A robotaxi you can actually own. $TSLA
https://t.co/GDBKv5xgKa

[Robotaxi @robotaxi]

Select customers are now being invited to purchase Cybercab for personal use

[PeterX @PJC7R]

@priyaee Skynet in the making. Get home safe🙏🏻

[PeterX @PJC7R]

FAA just ordered a nationwide ground stop "due to extraordinary circumstances and for reasons of safety." No cause given yet.
https://t.co/sFlIqireAf

[PeterX @PJC7R]

🤔

[amit @amitisinvesting]

ELON: A PETITION IS UNDERWAY TO REINSTATE JENSEN AND I’M SIGNING IT TOO

$NVDA

[PeterX @PJC7R]

Chip fabs can't just swap out helium.

It cools wafers, finds vacuum leaks, and runs in lithography tools. There's no cheap substitute.

About 30% of the world's supply has been offline since Qatar's production was cut off this year.
https://t.co/be0W2IfNRK

[PeterX @PJC7R]

Starlink just made the internet even more portable 🛰️

🔋 Up to 4.5 hrs on a quick-swap battery
🔌 Or plug in with USB-C
📶 Built-in Wi-Fi
⏱️ Online in about 60 seconds with a clear view of the sky

Starlink Mini 2 preorders are open. Here's why it's a big deal 👇

Source: @Starlink

[PeterX @PJC7R]

SpaceX just signed a deal for solar cell factory equipment for its Starmind satellites ☀️🛰️

🔹 Turnkey HJT solar cell line from SINGULUS (Germany)
🔹 First line due 1H 2027
🔹 Scaling to support 100+ GW of production equipment
🔹 Built in Bastrop, Texas

Elon's words: "a sentient sun." Here's what that means 👇

Source: @SpaceX

[PeterX @PJC7R]

Anthropic's IPO is reportedly shutting out China and Hong Kong institutions, per Bloomberg.

Banks cite ITAR defense-trade rules, same as the SpaceX IPO. Pricing set for Nov 18, trading as $ANT the next day.

AI is getting treated like defense tech.

[PeterX @PJC7R]

Nvidia's board has approached Arm CEO Rene Haas about succeeding Jensen Huang, per the FT.

Haas is ex-Nvidia and one of several candidates. Nothing offered or accepted yet.

A familiar face would calm nerves. $NVDA $ARM

https://t.co/ptvSiHxr6r

[PeterX @PJC7R]

@TheFigen_ That you know of and his wife is Chinese.

[PeterX @PJC7R]

Headline PPI 0.3% MoM vs 0.4% expected, core right on estimate at 0.3%. Not the hot print the hike crowd feared. Curious what Collins and Logan say this morning.

[PeterX @PJC7R]

Starship Flight 15 is set for today, 5:45–7:00 PM ET from Starbase 🚀

First attempt to catch BOTH stages:
• Super Heavy catch ~6.5 min after liftoff
• Ship deploys 26 Starlink V3 sats, then tries a tower catch ~22 hrs later

Full reuse changes everything.
https://t.co/ZkHTwkQrGE

[PeterX @PJC7R]

Rosenblatt believes Super Micro's largest customer, 44% of Sept-quarter sales, is SpaceX.

If that's right, SpaceX is one of the biggest AI server buyers out there, and the compute buildout is real money, not slides. $SPCX $SMCI

[PeterX @PJC7R]

@XFreeze Catching both stages on one flight is when reusability stops being a demo and starts being a cost curve. As a trader I care less about the fireworks and more about how fast launch cadence follows.

[PeterX @PJC7R]

Friday the 13th setup:

Futures slightly green after Nvidia's CEO exit dragged the indexes Thursday.

8:30 ET: October PPI. Street sees +0.4% m/m, 6.6% y/y. A hot print feeds the Fed hike talk.

$NVDA reports Tuesday with an interim CEO on the call.

https://t.co/jk4dEj7a99

[PeterX @PJC7R]

@SatyazalaZala I work there too 🤭

[PeterX @PJC7R]

@HolySmokas That doesn’t justify to cheat on your wife 🤦‍♂️

[PeterX @PJC7R]

Renaissance Technologies' Q3 13F shows a new ~$621M SpaceX stake (4.11M shares) while it cut its Nvidia position hard.

Quant money rotating into $SPCX in its first full quarter as a public company says a lot.

https://t.co/xKiISYkVcu