Simonsson

[Simonsson @alenslyx]

@PrippsBla2_0 BMW i3s, haft 3st. Service vartannat år och driftsäkra som tusan.

[Simonsson @alenslyx]

@d4aniel_k Cereno scientific

[Simonsson @alenslyx]

@EC0RREN Hej, nybörjare här. Tar gärna all hjälp jag kan få.🙋‍♂️💰

[Simonsson @alenslyx]

@Engbl0m Cereno scientific💯

[Simonsson @alenslyx]

@Tahoe_Jedis @alexanderkr Yes we do, from 1st December-31 march you are required by law to have winter tires mounted.

[Ozmosi @OzmosiHealth]

$CRNOF

Cereno Scientific Receives Approval to Initiate FDA-aligned Phase I Pharmacokinetic Study of CS014 Supporting Phase II Development in PH-ILD

More Info: https://t.co/VpI9i6ZjjL

[Simonsson @alenslyx]

@MemIngenjoeren

[Simonsson @alenslyx]

@BenSchafferUP @elonmusk 👆

[Simonsson @alenslyx]

@Glorytxl @BenSchafferUP @elonmusk 👆

[Simonsson @alenslyx]

@GrindeOptions Cereno Scientific💰

[Bradford Ferguson @bradsferguson]

What’s the Next SpaceX?

RocketLab? AST SpaceMobile?

Everyone wants to know what comes after SpaceX. They watch the private valuations climb ($150 billion, $350 billion, now $800 billion) and start thinking about the next rocket company that’ll 10x.

I’ve heard this before.

Back in 2020, a friend 4x’d his Tesla position in ten months. Proved he could spot a winner. So naturally, he wanted to do it again. “What’s the next Tesla?”

I told him: “Tesla is the next Tesla.”

He hated that answer. So he sold most of his shares and went hunting.

Tesla went up another 8x.

SpaceX Is Still in the First Inning

People see an $800 billion valuation and think it’s priced for perfection. They hear $1.5 trillion IPO and it sounds absurd.

They’re missing the compounding loops just now kicking in.

Starlink hit 9 million subscribers in December 2025, just 47 days after hitting 8 million. Revenue roughly doubled from 2023 to 2024. They just bought $17 billion in spectrum licenses for direct-to-cell, opening up every smartphone on the planet as a customer.

SpaceX completed 165 Falcon 9 launches in 2025. More than the rest of the world combined. One booster has flown 32 times. Cost to orbit runs under $2,700 per kilogram. And Starship deployed satellites in orbit in August. This isn’t a PowerPoint anymore.

But here’s what almost nobody is talking about yet.

The AI Data Center Play Nobody Sees Coming

Musk confirmed in late 2025 that SpaceX will build data centers in space using Starlink V3 satellites. Starting in 2026.

Sounds crazy until you understand the problem.

AI is hitting a wall. Not chips. Power and cooling. McKinsey projects AI data centers will require $5.2 trillion in capital expenditure by 2030. Microsoft’s Nadella admitted some GPUs sit idle because they can’t get enough electricity.

Space solves both problems. Solar panels in orbit capture eight times more energy than ground installations. No clouds, no night. Cooling? The vacuum handles heat dissipation through radiation. No water, no cooling towers, no permitting nightmares.

Google announced Project Suncatcher to launch prototype AI satellites in 2027. But SpaceX has something nobody else has: 7,500+ Starlink satellites with laser links, 165 launches per year, and costs heading toward $200 per kilogram. Google has to partner with SpaceX for launches. SpaceX just does it.

The original thesis: control launch, control the space economy.

The new thesis: AI infrastructure is hitting hard limits on Earth. The company that controls low-cost launch and operates the world’s largest satellite constellation will dominate orbital compute.

ARK projected SpaceX at $2.5 trillion by 2030. That was before AI data centers became real.

The Uncomfortable Truth About Compounding

Compounders are hard to hold because it’s boring.

You buy at IPO. It goes up. You feel smart. Then nothing happens. Or it drops 40% because Elon tweeted something controversial.

Meanwhile, Twitter is full of posts about the new hot space stock up 40% in a week. You start thinking: “I could be making money right now.”

That’s the test. Compounding doesn’t feel like winning. But it creates generational wealth. Not the 4x in 18 months. The 50x over 10 years. You only get the 50x if you sit through the boring middle part.

So What’s the Next SpaceX?

SpaceX is the next SpaceX.

The company valued at $800 billion can hit $5 trillion by the end of the decade. Telecom. Launch. Government contracts. And now, potentially, the infrastructure layer for global AI compute.

The hard part isn’t finding the next big thing. It’s holding what you already found long enough to let it become the thing.

Most people lose because they go hunting for new dragons before finishing the one right in front of them.

[Simonsson @alenslyx]

@McDonalds Tallow oil

[James Lucas @JamesLucasIT]

Switzerland doesn't look real – a thread 🧵

1. Many scholars believe that Tolkien's 1911 hike through Lauterbrunnen directly inspired the valley of Rivendell in The Lord of the Rings.

[Nils @Nova_covic]

Det absolut enda som betyder något.

[Simonsson @alenslyx]

@vincent_vancode @Dtrainpatriot Have you heard about the Swedish company Cereno Scientific with innovative pipeline that offers disease-modifying drug candidates to empower people suffering from rare cardiovascular and pulmonary diseases to live life to the full.

https://t.co/aZpyY6zXOX

[Simonsson @alenslyx]

@OddDayzOut I’d wink back

[Simonsson @alenslyx]

@Kroz39898860 Cereno🙌

[Plainview @PlainviewLegacy]

Retweet if you're a swede and LOVED todays speech from @JDVance. ❤️

[PeterSweden @PeterSweden7]

The mainstream media in Sweden is refusing to talk about the USAID scandal.

Instead they are attacking Elon Musk and Trump as "dangers to democracy" for dismantling USAID.

Why won't they report that USAID gave millions to fund far-left activities all over the world?

[Simonsson @alenslyx]

@Holy__Bible1 Amen🙏