AJ Monte, CMT

Former #Nasdaq Market Maker | Author of "Take Charge of Your Money Now" & "Five Points for Trading Success"

WARNING: I DO NOT DM ... BEWARE of IMPOSTERS!!

[AJ Monte, CMT @theoptionoracle]

What if the biggest political risk to AI data centers is actually SpaceX’s biggest opportunity?

Any slowdown in terrestrial construction accelerates the case for orbital AI compute, no grid, no water cooling, continuous solar, launched by Starship.

Thanks to Fred for the video in @StickyTrades.

@elonmusk $SPCX

[AJ Monte, CMT @theoptionoracle]

@JustAdaugoijele AMEN

[Kekius Maximus @Kekius_Sage]

Today, SpaceX permanently altered the balance of global economics, politics, and modern warfare.

After deploying 26 next-gen Starlink V3 satellites across 14 orbits, Ship 42 survived Mach 25+ reentry and landed cleanly inside Mechazilla’s arms at Starbase.

Here is why every finance minister, regulator, and defense ministry on Earth just woke up to a new reality:

1. Full upper-stage reuse drops orbital launch costs toward fuel-and-maintenance levels. Combined with Terafab’s captive silicon and SpaceX’s 100 GW HJT solar orders for Starmind, Musk can now deploy gigawatt-scale orbital AI data centers and global broadband faster and cheaper than terrestrial hyperscalers stuck in 5-year utility queues.

2. A fully reusable Starship deploying 26+ V3 satellites per flight creates an un-censorable, direct-to-cell global communications and compute layer that bypasses national telecom monopolies, undersea cable chokepoints, and local regulatory vetoes.

3. Modern conflict is now defined by resilient LEO satellite meshes, hypersonic missile tracking, and rapid logistics. Today’s catch proves the U.S. has an industrial heavy-lift engine capable of replenishing entire defense constellations (Starshield) in days—and eventually dropping 100+ tons of military cargo anywhere on Earth in under 45 minutes.

History will mark November 14, 2026 as the day space stopped being an exploration frontier and became the decisive high ground of global power.

[AJ Monte, CMT @theoptionoracle]

Today, History was Made. Congratulations to @elonmusk and his entire #SpaceX team. $SPCX @StickyTrades

[SpaceX @SpaceX]

Mechazilla catches Starship! Congratulations to the entire SpaceX team on this incredible achievement!

[AJ Monte, CMT @theoptionoracle]

@LongGameEquity @grok We are teaching our members how to apply the wheel strategy to accumulate the stock. Come visit us @StickyTrades if you want to learn how to get paid to own the stock.

[小龙先生 @Dragonhau66]

特朗普刚刚把黄仁勋的底牌和最新状况，全抖出来了。

在最新访谈里，特朗普首次透露了黄仁勋在“间谍丑闻”爆发期间给他打的电话。

特朗普原话：“他给我打电话……他说，我对我的妻子和家人做了什么。他正在经历地狱。”

注意，黄仁勋最痛心的，不是被赶出英伟达，不是失去万亿帝国的权杖，而是对不起妻子和家人。

但特朗普紧接着说了一段极其“特朗普”的话：

“任何人都可以被替代，但他很难被替代。他建了一家不可思议的公司，他做了一件没人能做到的事，中国只会抄袭和盗版，但他造出了一款复杂到无法抄袭的芯片，那是一种超越复制级别的天才。”

然后，他提了一个让整个华尔街都炸锅的名字：

“我今早刚想到一个主意，蒂姆·库克。他刚从苹果半退休，他做了一份商业史上最伟大的工作之一。我觉得蒂姆·库克会是管理英伟达的绝佳人选。”

特朗普的逻辑极其荒诞，但也极其直白：
黄仁勋是个天才，但他犯了错，正在经历地狱。库克是运营和供应链的神，刚半退休，正好能接盘。

但华尔街听完只想知道一件事：
蒂姆·库克，一个把苹果做成全球最赚钱消费电子帝国的人，去管英伟达的CUDA生态和AI算力芯片？

特朗普在访谈里还补了一句：“如果那个女人（黄乐）不是间谍，也许一切会不同。但她是不是间谍，我还不确定。”

他亲口说“不确定是不是间谍”，但黄仁勋已经为此丢了所有职务。

这才是整件事最荒谬的地方。

华盛顿拿一顶“还不确定”的帽子，逼走了一个“无法被替代”的天才，然后转头想找个“刚退休的CEO”来接盘。

特朗普说黄仁勋“会站稳脚跟”。
但前提是，他得先熬过这场地狱。

特朗普爆出来的料，真精彩，值得反复观看！

最值得细品的是：特朗普自己都不确定黄乐是不是中国的女间谍。

那些老是说黄乐是中国女间谍的人，自己先去撞撞墙醒醒吧。

[AJ Monte, CMT @theoptionoracle]

A glimpse into the future:

[VIA @Via00Via]

【衝撃】OpenAIの年間売上約200億ドルに対し、イーロン・マスクのxAIは約10億ドル。

→20倍の差をどう埋めるのか聞かれたマスクの回答がぶっ飛んでるｗｗ

記者「OpenAIに売上で20倍も負けてますやん」
イーロン「でも本当の市場はもっと大きい」

記者「……どれくらい？」
イーロン「兆ドル単位だよ」

記者「いきなり桁おかしいｗｗ」
イーロン「デジタルヒューマンを作るんだ」

記者「……何それ？」
イーロン「人間がパソコンでする仕事を何でもできるAIだよ」

記者「ほな何から始めるん？」
イーロン「カスタマーサービスだね」

記者「電話対応？」
イーロン「そう。世界で約1兆ドル規模の仕事だと考えている」

記者「でも導入って大変でしょ？」
イーロン「既存のソフトをAIがそのまま使えばいい」

記者「……え？」
イーロン「人間と同じ画面で、同じ仕事をするんだ」

記者「システム開発いらんの！？」
イーロン「大規模な変更を減らせる可能性がある」

記者「ほな人間の代わりにAIを雇うん？」
イーロン「しかもコストを大幅に下げられるかもしれない」

記者「コールセンター終わりますやん……」
イーロン「まずはそこから大きな市場を狙うんだ」

記者「でもOpenAIも同じこと考えてるんちゃう？」
イーロン「もちろん競争はあるよ」

記者「勝てるん？」
イーロン「実現できれば、世界有数の企業になれる可能性がある」

記者「……夢の規模が違いすぎるｗｗ」

これ、経営者としてかなり面白い話。

例えば、毎月100万円かけている事務作業。

これまでは人を採用するか、外注するしかなかった。

でもAIが人間と同じパソコン操作をして、同じ仕事を完了できたら？

会社のコスト構造そのものが変わる。

僕が注目しているのは、AI専用のシステムを作るのではなく、AIが人間用のシステムをそのまま使うという発想。

これが実現すれば、導入のハードルは大きく下がる。

ただし、実際にはセキュリティや誤操作への対策も必要だし、すべての仕事を任せられるわけではない。

そして1兆ドルという数字も、そのままAI企業の売上になるわけではない。

それでも、今後のAI競争は面白くなる。

AIの賢さを競う時代から、AIがどれだけ人間の仕事を代わりにできるかを競う時代へ。

皆さんは、自分の仕事の何割をAIに任せられると思いますか？

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, and Tesla, $TSLA, could merge as soon as December in what would be the largest merger of all time, per Bloomberg.

The companies’ boards and advisors are now reportedly “hammering out” the terms of the agreement.

[AJ Monte, CMT @theoptionoracle]

Jensen Huang Resigns! Musk Opens the Door...
https://t.co/ETFRFdkFfq

Come trade with us @StickyTrades
@elonmusk #JensenHuang #SpaceX #Nvidia $SPCX

[AJ Monte, CMT @theoptionoracle]

@nknapp79 The extreme cold of the cosmic background makes radiative cooling viable and, in SpaceX’s analysis, attractive for large-scale AI processors once launch costs are low enough.

[AJ Monte, CMT @theoptionoracle]

What if the biggest political risk to AI data centers is actually SpaceX’s biggest opportunity?

Any slowdown in terrestrial construction accelerates the case for orbital AI compute, no grid, no water cooling, continuous solar, launched by Starship.

Thanks to Fred for the video in @StickyTrades.

@elonmusk $SPCX

[AJ Monte, CMT @theoptionoracle]

@OracleofK NICE!!!

[AJ Monte, CMT @theoptionoracle]

Market gaps are more than just empty space on a chart. They act as magnets that draw price in, only to trigger a reversal once filled. Observe the patterns, wait for the move, and let the repetition become your edge. #Trading #MarketAnalysis

[AJ Monte, CMT @theoptionoracle]

We will still have candles that advanced each day. The gaps will still be there for us to analyze, but we will rely more heavily on my pin pressure indicator to pick the target and reversal points. Be sure to watch yesterday's midweek report. We show the viewer how we are trading pin pressure. https://t.co/ZjXfsz7wCz

[AJ Monte, CMT @theoptionoracle]

Jensen Huang’s resignation as Nvidia CEO (effective immediately) has put the company in a genuinely tough spot.

After 33 years of building Nvidia into the core of the AI boom, his exit, amid the dual-affair scandal, leaves a massive leadership vacuum. CFO Colette Kress is interim CEO while the board searches for a permanent replacement, and the stock has already taken a heavy hit.

Many top Nvidia engineers and employees are deeply loyal to Huang. If he lands elsewhere, a meaningful number will likely follow him wherever he goes.

Elon Musk has already signaled he’d welcome him: earlier this week, in response to calls to “hire Jensen,” Musk replied that it “would be an honor.”

The next few months will show whether Nvidia’s culture and roadmap can survive the founder’s departure, or whether talent and momentum start shifting toward Musk’s orbit.

#Nvidia #JensenHuang #ElonMusk #AI $SPCX @StickyTrades @elonmusk

[Mason @MasonWaltemyer]

🚨JUST IN- $NVDA is signing their own death warrant…

$NVDA if you fire @JensenHuang it will be the DUMBEST decision you’ll ever make. I want you to realize, every top engineer at your company will be following Jensen right over to $SPCX and $TSLA. That’ll go for your shareholders as well.

Jensen & Elon would then create an #AI conglomerate. Becoming your TOP competitor…

A Jensen & @elonmusk SUPERTEAM would ANNIHILATE any potential competition.

@grok what would this mean for $SPCX?

[AJ Monte, CMT @theoptionoracle]

#PinPressure #Pin #Pressure #Max #Pain #Theoy #CBOE #OptionsTrading

[AJ Monte, CMT @theoptionoracle]

Midweek Report Live - Our Biggest Winners https://t.co/Y2CR1muqn4

[AJ Monte, CMT @theoptionoracle]

$AMD

[AJ Monte, CMT @theoptionoracle]

@christycaoo @StickyTrades AMEN

[AJ Monte, CMT @theoptionoracle]

SpaceX is targeting its first attempt to catch (recover) a Starship upper stage—the system’s second stage—on Flight 15, no earlier than Friday, November 13, 2026. History will be made $SPCX @elonmusk

[Jay @pu3he]

看完马斯克对星舰完全复用算的这笔总账，你才会彻底明白为什么全世界所有的传统航天巨头，在他面前连上牌桌的资格都没有。

很多人以前看猎鹰 9 号，觉得一级助推器已经稳稳垂直回收了超过 500 次，SpaceX 早就把复用技术吃透了，

但马斯克自己在镜头前捅破了一层极其肉疼的窗户纸：猎鹰 9 号充其量只能算半残的复用。

因为它每次把卫星送入轨道，都不得不把整个二级火箭直接扔掉，

那个在重返大气层时被活活烧成灰烬的上面级，每一次的造价，都直接等价于一架中小型私人喷气式飞机。

试想一下，如果一家航空公司每次从纽约飞一趟伦敦，落地后都要把一整架湾流公务机当场推下悬崖砸碎，那机票价格怎么可能降得下来？

而这正是星舰这台人类历史上体积最庞大的飞行机器，要彻底砸碎的最后一道物理枷锁。

从猎鹰 9 号的局部复用，跨越到星舰把一级超重型助推器和二级飞船全部完好无损地抓回来，带来的绝不是百分之几十的成本微调，而是把进入太空的门槛直接暴力砍掉 99%，让发射成本在现有基础上再跌去整整 100 倍。

这背后其实藏着一条极度冷峻的深空商业铁律，

只要人类每次仰望星空都必须陪葬一架喷气式飞机的硬件成本，所谓的太空基建就永远只是少数国家机器才玩得起的昂贵烟花，

只有当星舰把天地往返变成像民航客机一样加满燃料就能再次起飞的日常航班，把单次入轨的边际成本彻底砸穿地板，

那些动辄几百吨重的超大型通信卫星、太空光伏阵列和轨道算力中心，才真正拥有了像地面集装箱一样被疯狂倾倒进近地轨道的物理可能。

所以大家也别再把星舰仅仅当成一艘用来去火星探险的科幻飞船了，当入轨成本被这台钢铁巨兽硬生生抹去两个零，人类延续了半个多世纪的旧航天时代就已经正式宣告终结，谁手里捏着这张便宜了一百倍的太空船票，谁就垄断了下一个百年所有天基商业帝国的入场券。

[Saint Adaugoijele ✝️ @JustAdaugoijele]

If all you can say is,
“Dear God help me.”
remember, that’s a prayer too.