ValueAnalyst

[ValueAnalyst @ValueAnalyst1]

BEWARE $SPCX $TSLA investors, suppliers, customers, employees: Elon Musk lies. He does NOT care about you or the environment or humanity. He only and only cares about making more MONEY, and he's willing to say and do ANYTHING for it, as UNETHICAL as it may be. Protect yourselves!

[ValueAnalyst @ValueAnalyst1]

Voting for Elon Musk is a tacit admission that we cannot achieve our goals without lying, cheating, and stealing.

[ValueAnalyst @ValueAnalyst1]

“You can’t fire me. I quit.” 🤣 $SPCX

[Liquid @liquidtrading]

JUST IN: Elon Musk says he doesn’t care that Anthropic is not extending their contract, despite it being over 1/3rd of $SPCX revenue.

[Liquid @liquidtrading]

JUST IN: Anthropic gives Q4 ARR guidance of $77 Billion, a figure that is lower than October’s ARR of $81 Billion

[Plant @plantmath1]

“Not extending SpaceX contract beyond middle of next year”

That is 1/3 of $SPCX revenue.. 💀

[ValueAnalyst @ValueAnalyst1]

Pathetic.
https://t.co/yiLPtS2IDk

[Krystal Ball @krystalball]

Alex Karp now says that Palantir is progressive, he’s always been a Democrat, Trump went too far on immigration and his primary commitment is to economic justice. LMAOOOOOO

[Singularity Research @SingularityRes]

Elon Musk’s guidance of $500b in revenue by end of 2027 for SpaceX $SPCX may not hold true

[Motorhead @BradMunchen]

Anthropic is telling investors that it will end its GPU-leasing contract with SpaceX after June 2027.

That's $7.5 billion in revenue gone in 2027, and $15 billion in 2028. Assuming a 60% EBIT margin, this won't be very pleasant.

I wonder when Google follows suit.

$SPCX

[Raging Capital Ventures @RagingVentures]

I am short $SPCX.

It has a giant market cap, everyone and their brother (endowments and VCs included) is full up on the stock, and most of the company's big growth initiatives are capital intensive and aimed at highly competitive industries.

Oh, and Elon is persona non grata in Washington now.

[Sheel Mohnot @pitdesi]

“The contract with SpaceX will not be extended beyond the middle of next year.”

Anthropic is set to pay $9.3B/quarter but can exit in 2027.

If ANT walks and SpaceX can’t replace the revenue, that’s a ~17% hit to projected H2 sales, assuming it wasn’t in analyst projections

[Skyler @skylerity]

If your Cybertruck is irreparably damaged, it’s over. Years from now you won’t even be able to get parts. You can then maybe buy a Model Y… maybe just subscribe to one. We can be honest and admit it sucks the Cybertruck line is ending and still understand the “vision” of owning nothing and liking it. Many true long-term supporters don’t support this.

I’ve been a Tesla investor since 2017 and owned 3 of their cars. I don’t want a robotaxi subscription as my primary vehicle. Never will.

Tesla is transforming into a company with just vehicles as a service and the Tesla owners and long-term supporters, investors, and fans are being left behind in favor of selling a ride subscription to someone who lives in an apartment and doesn’t own a car. We always knew this was the plan, but the idea was to have both options.

They are now ripping away the best vehicle you can possibly own, in favor of a subscription-only sedan. We will be left with a rare collector vehicle we have to pamper and be afraid of getting ruined. Not every decision they make is best for us. This one clearly isn’t.

If anything, end the Model 3 for Cybercab line. It’s much closer in tooling anyway. But end of the day it IS about profit. @elonmusk

[Negligible Capital @negligible_cap]

*ANTHROPIC MEGA-IPO IS SAID TO BE MULTIPLE TIMES OVERSUBSCRIBED

[ValueAnalyst @ValueAnalyst1]

$ANT "The contract with SpaceX will not be extended beyond the middle of next year." $SPCX

[Jukan @jukan05]

Interesting remarks Anthropic made in a meeting with the sell side:

- Anthropic has the stability and the better talent that open source lacks.

- The AI market is winner take all. As long as we execute properly, we will take all of it.

- The contract with SpaceX will not be extended beyond the middle of next year.

- Developing Opus 5.5 cost more than $10 billion.

[Jukan @jukan05]

Interesting remarks Anthropic made in a meeting with the sell side:

- Anthropic has the stability and the better talent that open source lacks.

- The AI market is winner take all. As long as we execute properly, we will take all of it.

- The contract with SpaceX will not be extended beyond the middle of next year.

- Developing Opus 5.5 cost more than $10 billion.

[Hiroo Onoda @OnodaCapital]

Paging Chamath

“The contract with SpaceX will not be extended beyond the middle of next year.”

[ValueAnalyst @ValueAnalyst1]

“In October, Elon Musk didn't just throttle Ukraine on the ground: SpaceX coordinated with Russia in orbit to freeze ICEYE-X36 so Russia could extract U.S. radar and battery tech, compromising U.S. and NATO satellite sovereignty.”

[Lynx @LibertyLynx]

Model IV- Devastating Results: In October, Elon Musk didn't just throttle Ukraine on the ground: SpaceX coordinated with Russia in orbit to freeze ICEYE-X36 so Russia could extract U.S. radar and battery tech, compromising U.S. and NATO satellite sovereignty. Our new 28-page quantitative study, 3-page Executive Brief, and 5-Act orbital animation prove the structural damage across the Western kill chain and global commodity markets. (Pete Hegseth and Emil Michael played direct role. Is the White House complicit? It's hard to see how they are not.)

Since Project CORONA in 1958, Moscow chased U.S. spy satellites for 68 years with zero close-hold successes because Russian radars are blind across 265.1 degrees of Earth. In June 2026, U.S./NATO radar satellite ICEYE-X36 easily escaped a Russian approach in 60.8 minutes.

68 Years in 41 Hours: How Elon Musk Helped Russia Shatter U.S. and NATO Satellite Supremacy 👇

-The Ground Throttle Failed, Triggering the Orbital Brake: Following the Oct 9 Putin-Trump call and Russian diesel waiver (OFAC GL 135), SpaceX capped Ukrainian military Starshield terminals at 101-161 km/h on Oct 13-14 (-22.98% daily drone intercepts, p = 0.0019). Yet autonomous drones guided by U.S. NRO/NATO radar satellite ICEYE-X36 struck Rosneft's Ryazan refinery on Oct 15 AM anyway. Hours later (04:15:44Z), SpaceX posted a misleading 401m Starlink collision alert (internal v1-v4 pass: 1.93-2.00 km) to freeze X36 under FCC Condition 16 (-96.64% maneuver drop) while 31,000 Stargaze cameras tracked Russia's COSMOS 2612 sprinting into a 640m hold for 41.4 to 47.7 hours.

-Tech Extraction, Prague Wipe & Finland's Seizure: At 640m (+57.9 dB / 616,068x flux gain), Russia recorded X36's Title 50 1,200 MHz radar template to track both X36 and twin X37 from 500+ km away (+13.85 to +26.86 dB standoff SNR). On Oct 18, COSMOS 2612 timed Stellar Exploration's shared 8S battery 2-orbit thruster lockout (191.12 min), firing its departure burn +0.67 seconds after X36 recharged. Within 24 hours (Oct 19), Stellar cut U.S. ownership in Prague from 85% to 33% (Notice OV12312900) to block DoD audits, SpaceX onboarded Chinese operators into Space Safety (Oct 6 & 16), and on Nov 5 Finland stripped commercial ICEYE of command over its 3 military radar satellites.

-245 NRO Spy Sats Exposed & The 6.3-Min Hormuz Warning: All 245 classified NRO Starshield satellites (348 active hulls) fly in that exact compromised 525-559 km shell (confirmed Oct 28 by Putin on live TV praising orbital coordination with "Mr. Musk"). Perched 66-99s behind X36 on its descending orbit from Ryazan/Kyiv (~08:02Z) to Qeshm Island/Hormuz (~08:09Z) and Diego Garcia (~08:18Z), Russia now gives Tehran a live 4.6-7.1 min blind-spot warning (corroborated Nov 7 at Qeshm) while locking COSMOS 2611 and 2613 onto twin ICEYE-X37.

-Pentagon Enablement, Depleted Magazines & Two Market Shocks: Handed $11.88B+ in CoCo contracts by Sec Def Hegseth and CTO Emil Michael ($5M-$25M xAI sale 72h before seizing Maven and cutting CENTCOM reviewers 16-to-1), unthrottled spring AI targeting and Iranian salvos left U.S. forces with 3.7-5.5 Patriot raids and forced 74%-86% of 5th Fleet destroyers off-station to reload at Diego Garcia (LTG Sylvia fired Oct 28). Market impact splits into two unpooled shocks: (1) freezing X36 cut Ryazan restrikes 76.4% (p = 0.0000337), restoring +122.15 kb/d for GL 135 until Nov 4-5 restrikes stranded 4 diesel tankers; and (2) 5th Fleet VLS reload lag collapsed unescorted Hormuz clean products 81.2% (-2.923 mb/d), driving LR2 TC20 to $21.86M and 4:3 Gasoil/Brent cracks to $85.14-$89.43/bbl.

5-Act orbital animation and 3-page Companion Executive Brief attached. Link to the full downloadable 28-page Sovereign & Market Risk Exposure Report in reply below.

[ValueAnalyst @ValueAnalyst1]

Treason.

[Karen Piper @PiperK]

According to the report, Elon Musk called in a false collision report to stall the American satellite for 40 hours so the Russian one could approach it. 4/

[ValueAnalyst @ValueAnalyst1]

Treason.

[Karen Piper @PiperK]

The report alleges that Elon Musk allowed a Russian satellite to approach and pin down an American one, inadvertently compromising U.S. defense and Starshield. 3/

[The Assembly @InTheAssembly]

The Jensen Huang story just got much bigger.

The Information reports that a network of companies tied to Alice Huang, her husband and her sister helped move at least $7.5 billion in Nvidia AI chips into China since 2023, some reportedly ending up at Alibaba and Tencent.

$NVDA is down more than 6% today.

[Nick Huber @sweatystartup]

NVDA isn’t dropping because of the affair.

It’s dropping because new chip orders are about to fall off a cliff.

Rev will drop 80%.

[Variety @Variety]

“Musk” director Alex Gibney says he doesn’t believe Elon Musk “switched votes” in the 2024 presidential election, but suggests Musk used Starlink to intercept election reporting signals “to intercept signals of reporting from ballot places” to learn the results early:

“It puts in your mind this idea that Starlink is not just a means of communication; it’s a means of surveillance and control.”

In the doc, Gibney highlights a text chain between Musk and Ashley St. Clair where Musk appeared confident about Trump’s victory before the results were known: “I found an anomaly in the matrix, and I have 10,000 space lasers that help me understand this.”

https://t.co/HuzLNGXPb7

[Polymarket Money @PolymarketMoney]

BREAKING: SoftBank reports unexpected $7,000,000,000.00 loss following a major writedown on its U.S. data center investments.