Awanish Ranjan

[Awanish Ranjan @akranjan67]

@CernBasher Elon knows that TSLA holders won't settle for anything less than $500. So he has to get the SPCX towards $180 asap. He is trying his best - it was obvious from the call. I do see the merger announcement to happen before the end of August. Floor to exceed $500 with premium at 50%.

[Jon Erlichman @JonErlichman]

Revenue growth in past year:

SpaceX: +92%
AMD: +50%
Broadcom: +48%
Meta: +28%
Tesla: +26%
Intel: +25%
Alphabet: +24%
ServiceNow: +24%
Amazon: +20%
Microsoft: +18%
Apple: +16%
Visa: +14%
Spotify: +14%
Netflix: +13%

[Joe Tegtmeyer 🚀 🤠🛸😎 @JoeTegtmeyer]

This is a big announcement and I’m not sure if people initially realized just how revolutionary this design and application is for @SpaceX and how these will be deployed both terrestrially and via Starship in orbit.

It’s not just the fact that each of the Starmind satellites will include @nvidia Rubin GPUs and Vera CPUs for “Starmind” datacenter class space compute without having to wait for future joint venture @Tesla and @SpaceX AI chip development.

It also signifies SpaceX and NVIDIA are able to build these Starmind satellites now in their existing facilities using the current V3 Starlink satellite format without having to wait for the AI Satellite Production facility construction in Bastrop, TX nor will they have to wait for the massive Terafab construction either.

But, what is truly significant is these will be in a novel dual-use format that will be featured in both terrestrial and space-based AI Datacenters, a major breakthrough with packaging & reduction in costs and complexity.

Essentially, this format will be identical for both applications with the space-based versions including solar cells and radiators.

These will also feature the common “pancake” format that will work easily with the existing “Pez Dispenser” Starship payload deployment system used for Starlink V3 satellites, likely with little or no modifications!

Truly Genius! @esherifftv @CernBasher @herbertong @thejefflutz @TeslaBoomerMama

[Awanish Ranjan @akranjan67]

@EdLudlow If you have doubts, ask them by sending an email. Instead of posting it here. That will enlighten us too.

[Awanish Ranjan @akranjan67]

@firstadopter Elon explicitly said that by 2027 end, he expects SPCX to have 15 GW of Data center operational. He gave slight chance of having 20 GW operational.

[Awanish Ranjan @akranjan67]

@TheCycleProf @jimcramer 15 GW.

[Awanish Ranjan @akranjan67]

@jimcramer Actually Elon later explicitly answered that by 2027 end, SPCX will have cumulative 15 GW of data center operational. And he didnt want any confusion regarding this. So 2 GW to 15 GW is 7.5x.

[Gene Munster @munster_gene]

Gwynne says Starlink mobile starts end of 2027 and they will acquire lots of T-Mobile and AT&T customers. Will be true 4th carrier in the US.

That begs the question, how much will that cost to build it out?

Gwynne was asked about capex to get there and she said she won't talk about it because "they have novel new ideas to build out that is capex efficient".

They have terrestrial components with EchoStar wireless spectrum license portfolios totaling that they paid $19B late last year.

[Awanish Ranjan @akranjan67]

@farzyness No, They will actually merge entire TSLA

[Awanish Ranjan @akranjan67]

@RandyWKirk1 You will see $SPCX share price go up by next weekend!

[Morgan Brennan @MorganLBrennan]

Short shorts, space edition?

[Awanish Ranjan @akranjan67]

Elon: Elon saying people say it isn't Rocket Science daily. Well, Rocket Science is our daily business. People who are questioning our ability to make space data centers are like little league questioning NY Yankees to a match!

[Awanish Ranjan @akranjan67]

$SPCX & $TSLA are the the best in hardware today, and that includes even China!

- Elon Mush while answering Adam Jonas during Quarterly Earnings questions!

[Elon Musk @elonmusk]

SpaceX has committed to using Nvidia GPUs exclusively because they are the best

[Elon Musk @elonmusk]

The same Starmind V1 satellite design (minus solar & radiator) will be deployed on the ground in our data centers. It’s a major improvement in data center efficiency.

[Awanish Ranjan @akranjan67]

@jimcramer Do you have any doubts that PLTR was suppressed unreasonably for significant time? It's going up where it belongs, Jim.

[Awanish Ranjan @akranjan67]

Robotaxi about to rise in Phoenix! @Tesla @Tesla_AI

[Yoda @teslayoda]

❤️‍🔥I wonder where Tesla is activating .@Robotaxi next.

[Awanish Ranjan @akranjan67]

@teslayoda Perhaps $520

[Elon Musk @elonmusk]

🚀🚀

[Awanish Ranjan @akranjan67]

$TSLA - Giga Shanghai!

[Tsla Chan @Tslachan]

$TSLA 🇨🇳
BREAKING : Tesla China recorded 93,579 wholesale in July.

This is the highest monthly figure for 2026 and represents an increase of about 38% compared to the same period last year