ccttdd525

[ccttdd525 @ccttddd]

@iiiinvest 亲哥哥

[ccttdd525 @ccttddd]

@justinsuntron @worldlibertyfi I‘d rather call this dog biting dog.

[ccttdd525 @ccttddd]

@mubeitech 这个观点有瑕疵，人靠视觉驾驶不假，但事故并不是由视觉造成的，是由不专注、反应不过来造成的（只说人的主观方面），人工智能计算机算例恰恰解决了脑子不够用的问题。

[ccttdd525 @ccttddd]

@mubeitech 这个观点有瑕疵，人靠视觉驾驶不假，但事故并不是由视觉造成的，是由不专注、反应不过来造成的（只说人的主观方面），人工智能计算机算例恰恰解决了脑子不够用的问题。

[vincent @SPCX100T]

There is a prevailing narrative in the market suggesting that SpaceX $SPCX will face massive selling pressure from employees and early investors once the lockup period expires. Personally, I can confidently say that those who hold this view fundamentally misunderstand SpaceX's liquidity history. Over the past few years, SpaceX has consistently conducted semi-annual tender offers, allowing early investors and insiders to monetize their shares. While I am not suggesting there will be absolutely no selling pressure post-lockup, it will likely be far more subdued than the market anticipates.

Furthermore, based on my conversations with several early SpaceX investors—myself included—the vast majority have no intention of selling. The reasons are straightforward:

1. Long-Term Conviction & Pre-Filtered Investor Base

Early investors are highly anticipating the IPO because we clearly recognize that going public is just the beginning, not the finish line. When we initially invested, we did not expect an IPO to happen this quickly; most of us were already mentally prepared for a long-term holding period. Through multiple rounds of historical tender offers, investors seeking short-term liquidity have already exited. Consequently, those who remain today are overwhelmingly long-term, high-conviction holders.

2. Liquidity Alternatives (Securities-Backed Lending)

Post-IPO, selling shares is not the only way to generate liquidity. A far better alternative is to borrow against the equity position—for instance, utilizing a Securities-Backed Line of Credit (SBLOC/SBL) with investment banks. This is a standard financial strategy in the institutional world, though it remains a blind spot for retail investors who lack experience in private equity.

[vincent @SPCX100T]

Okay, now listen.

Today is quite obviously a day of $SPCX accumulation by institutions. If you’re an experienced investor, you can easily tell by the volume and price action.

If you’re serious about investing in SpaceX, the first thing you need to do is stop dreaming about unrealistic entry prices like $70 or so. Do your own research to understand the company, listen to the latest earnings calls, and not just check X or YouTubers for some stupid random numbers.

[ccttdd525 @ccttddd]

@EvanWritesX 我这样做正常了五年，最近被“暂时”停止社交功能，但可以支付。神奇吧。

[ccttdd525 @ccttddd]

@BTCdayu 就是因为好猜，中国人没法自然学日语，一进大脑就成了中文。

[SpaceX @SpaceX]

We posted our second quarter 2026 financial and operational results → https://t.co/YCRzq6gSV3

Q2 highlights:
- Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI
- Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability
- Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales
- Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity
- Released our most powerful AI model yet with Grok 4.5 in July
- Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government
- Awarded over $6 billion in multi-year U.S. government contracts for Starshield

As compared to the same quarter last year:
- Revenues of $7.8 billion, up 92% from $4.1 billion
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
- Adjusted EBITDA of $3.5 billion, up 191% from $1.2 billion

Thank you to the SpaceX team, and all our customers and investors for a great quarter!

[X Freeze @XFreeze]

Terafab is so big that calling it a factory almost feels wrong

The scale is unlike anything the world has ever seen

At full scale, it is planned to cover 100 million square feet:
• Nearly 3.6 square miles
• Around 2,300 acres
• Roughly 10× the size of Giga Texas
• A target of producing 1 TW of AI compute capacity every year

It will bring logic, memory and advanced packaging together in one place to produce chips for Tesla vehicles, Optimus and SpaceX’s orbital compute ambitions

No existing chip fab is even remotely in the same physical category

It is the new beginning of manufacturing intelligence at a scale the world has never seen before

[ccttdd525 @ccttddd]

@SawyerMerritt UP!UP!

[ccttdd525 @ccttddd]

@iiiinvest 鱼哥别走

[ccttdd525 @ccttddd]

@iiiinvest 鱼哥，服了！给个指点让把做多美光的止损回回血吧。

[ccttdd525 @ccttddd]

@iiiinvest 跟你了

[ccttdd525 @ccttddd]

@oragnes 还是等看到实物再说天吧

[ccttdd525 @ccttddd]

@fxtrader 又换了个地方吹

[ccttdd525 @ccttddd]

@heyibinance 我选择相信！

[ccttdd525 @ccttddd]

@0xVeryBigOrange 此文可作为AI时代的投资宣言！牛！