PİXEL @YalCrypto - Twitter Profile

8 days ago

Deutsche Bank estimates $SPCX could exit 2026 with $77B in ARR from contracted AI compute deals across 893K $NVDA GPUs and 1.6 GW including ~$11B annually from $GOOGL alone. That’s even before Starlink and launches which makes Musk’s $100B December target look much more achievable especially with GB300s estimated to command ~$13 an hour versus $3.50 for H100s. That pricing gap is a strong benchmark for GB300 capacity $IREN and $NBIS are bringing online while for $CRWV it highlights why GPU generation matters so much when contracts come up for renewal.

StockSavvyShay's tweet photo. Deutsche Bank estimates $SPCX could exit 2026 with $77B in ARR from contracted AI compute deals across 893K $NVDA GPUs and 1.6 GW including ~$11B annually from $GOOGL alone.

That’s even before Starlink and launches which makes Musk’s $100B December target look much more achievable especially with GB300s estimated to command ~$13 an hour versus $3.50 for H100s.

That pricing gap is a strong benchmark for GB300 capacity $IREN and $NBIS are bringing online while for $CRWV it highlights why GPU generation matters so much when contracts come up for renewal.

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YalCrypto retweeted

Selçuk Ergin

@Selcoin

27 days ago

Enflasyonda %2.5 görmeyi beklerken, bir kaç ay sonra %5'i görecek olan Trump.

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Shay Boloor

@StockSavvyShay

7 months ago

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

StockSavvyShay's tweet photo. SPACE ECONOMY CHEAT SHEET

A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy:

Spacecraft & Launch Systems
• $YSS manufactures standardized satellite buses for rapid deployment
• $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure
• $VOYG supplies space infrastructure & in-space services for government programs
• $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions
• $FLY develops launch vehicles & lunar lander services for commercial & government missions
• $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems

Satellite Operators & Services
• $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery
• $IRDM operates the only truly global LEO satellite network covering the entire planet
• $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring
• $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets
• $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers
• $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026

Raw Materials & Mining
• $AA supplies aluminum used in launch vehicles & spacecraft structure
• $FCX provides copper that feeds power systems & electronics across the space stack
• $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout
• $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains

Specialty Materials & Alloys
• $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems
• $HXL makes carbon fiber composites used in launch vehicles & satellite structures
• $PKE manufactures advanced composite materials for aerospace & defense structures
• $CRS supplies high-performance alloys used in rocket engines & spacecraft component
• $GLW supplies specialty glass & optical components for satellite communications & sensing
• $MTRN provides advanced materials & precision components for defense and space systems

Electronics & Semiconductors
• $QRVO supplies RF chips & filter components for satellite communications payloads
• $LITE supplies optical components & lasers used in high-speed communications links
• $ADI supplies precision analog & sensing chips used across satellite and launch systems
• $COHR provides lasers & optical components tied to satellite & communications systems
• $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems
• $STM provides semiconductors for guidance, control & communications in space-grade applications
• $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

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