BREAKING: The SpaceX, $SPCX, IPO will be quoted at 9:50 AM ET today and begin trading at 10:00 AM ET.
Currently, the stock is indicated to open ~25% higher, making SpaceX the 7th largest public company in the world and Elon Musk the first trillionaire in history.
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$CRWV has become far more interesting than $NBIS.
$CRWV has a $58B market cap while $NBIS sits at $56B.
But:
• Expected end-2026 revenue run rate
$CRWV: $18–19B
$NBIS: $7–9B
• Backlog
$CRWV: $99.4B
$NBIS: ~$45B
• Expected connected power by end of 2026
$CRWV: ~1.7 GW
$NBIS: 800MW–1GW
There is no reason why $CRWV and $NBIS should trade at nearly the same market cap right now.
Not exactly. SpaceX requires that there be no annoying “portal” to use Starlink.
Starlink WiFi must just work effortlessly every time, as though you were at home.
Delta wanted to make it painful, difficult and expensive for their customers. Hard to see how that is a winning strategy.
Q1 2026 results are in:
✅ $40B in new customer commitments
✅ Revenue reached $2.1B, up 112% yoy
✅ Surpassed 1GW of active power
Thank you to our customers for a great start to FY26.
Get the full details: https://t.co/SZINrXSJHa
$CRWV