Genadi Vasilev

[Sawyer Merritt @SawyerMerritt]

SpaceX President Gwynne Shotwell in new interview on a potential merger with @Tesla:

"That might make Elon’s life a little easier. There’s no question that there are synergies between Tesla and SpaceX and our futures definitely there’s a convergence of what we’re all trying to accomplish in the future, but right now I’m focused on keeping the lights on here, keeping rockets in production, flying rockets, flying people, and critically providing broadband that don’t have access to to that critical capability. I’m really focused on that. I’m not focused on that part of the future."

[CryptoGoos @cryptogoos]

UNREAL: 🇺🇸 Goldman Sachs sees SpaceX's AI revenue soaring from $3.2B in 2025 to $322B by 2030.

That's a nearly 100x increase and a major driver behind its projected $1.78T IPO valuation.

By 2030, Goldman expects SpaceX to generate $474B in total revenue.

AI would contribute $322B, Starlink $144B, and launch services $8.3B.

The bank also forecasts EBITDA reaching $352B by 2030.

These estimates depend on aggressive AI growth assumptions.

Absolutely insane.

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Might SpaceX Buy Tesla at 2x The Price? https://t.co/JPKug7MZlO

[Herbert Ong @herbertong]

🚨 SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. 👀

The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing.

One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure.

If you're following the IPO, this presentation is worth watching. 🚀 $SPCX

---------------

00:00 Meet SpaceX CFO
00:45 Historic Space Milestones
01:47 Reusability Lowers Costs
03:11 Elon’s Engineering Algorithm
04:14 Starlink V3 Capacity Leap
07:49 AI Business Launch
10:22 Monetization and Truth Seeking
11:45 Growth Strategy and TAM
13:16 Financial Performance and CapEx
15:45 Why SpaceX Will Win

[Muskonomy @muskonomy]

JUST IN: Elon Musk lays out why SpaceX is going public, in a live conversation with JPMorgan CEO Jamie Dimon

[Herbert Ong @herbertong]

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase

Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit.

Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX

00:00 Welcome to JPMorgan
02:45 Why SpaceX Goes Public
03:28 Starlink V3 and Space Energy
07:46 Moon to Mars Roadmap
10:18 Starship Reusability Breakthrough
12:06 Next Gen Starlink Plans
13:54 AI Data Centers in Orbit
15:07 Terafab and US Chip Supply
16:35 AI Strategy and Grok
18:38 Culture and Building the Bench

[The White House @WhiteHouse]

The arrival everyone has waited for. 🇺🇸🇨🇳

[Mark Palmer @MarketPalmer_]

Here's how long a 30 year mortgage takes to pay off:

– No extra payments = 30 years
– 1 extra payment each year = 25 years
– 2 extra payments each year = 21 years
– 3 extra payments each year = 18 years
– 6 extra payments each year = 13 years
– 12 extra payments each year = 8 years

[Genadi Vasilev @genadiv]

@TeslaBoomerMama Great news, @TeslaBoomerMama! 🙏

[Herbert Ong @herbertong]

🚨 Tesla + SpaceX merger talk is heating up!

@TeslaLarry says a deal could be announced this year, with it possibly finishing by mid-next year.

He also says SpaceX may use a rolling lockup after its IPO to avoid too much selling at once.

Big idea: how and when it happens matters a lot. $TSLA

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Well worth your time reading this:

ARK's guide to the SpaceX IPO

https://t.co/Jgz8a7hRva

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Updated article on the consequences of FOUR index inclusions after the SpaceX IPO.
Enjoy!

[MJTruthUltra @MJTruthUltra]

President Trump: KABOOM 💥

"Beginning next year, every American will be able to go to TrumpIRA dot gov and open a new low-cost IRA account— you’ll enjoy through the Thrift Savings Plan— low income Americans will be eligible to receive up to $1,000 per year in matched deposits into their accounts— Example, a 25 y/o in this program will have an estimated $465,000 in their account by the time they're 65. In other words, they'll be rich."

https://t.co/Q3ZgW5J2CD

[Sawyer Merritt @SawyerMerritt]

Jason Cammisa on part of the reason why @Tesla is discontinuing the Model S/X (in his interpretation):

"The cost to reengineer the Model S to continue to comply with all safety and crash regulations would be greater than to start over, and I think that's a dying segment, the luxury car segment. You can look at the volumes of the Model 3/Y, and you see you're better off spending the money on developing those."

(via The Carmudgeon Show). Full podcast linked below:

[Dustin @r0ck3t23]

Elon Musk just used a joke to perform an autopsy on the American economy.

Two economists go for a hike. They find a pile of shit. One pays the other $100 to eat it.

They keep walking. Find another pile. The second economist pays $100 back to eat that one.

They stop. Neither man gained a dollar. Both ate shit for nothing.

But on paper they just generated $200 in GDP.

Musk: “That basically would count as a job. This is to illustrate the absurdity of economics.”

That is not a punchline. That is the operating system of the federal government.

Every time a politician celebrates “record job creation” this is what they are describing. Not output. Not value. Not progress. Motion.

The entire bureaucratic machine exists to manufacture friction and then invoice for it.

Compliance layers built to justify the next compliance layer. Oversight committees that produce nothing but the need for more oversight. Consulting firms hired to audit the work of other consulting firms.

Trillions circulating through systems that have never produced a single thing you can hold in your hands. But the GDP number ticks up. So everyone applauds.

The shit gets eaten. The scoreboard moves. Nobody asks what actually got built.

This is why Washington treats AI like a five alarm fire.

AI does not play the friction game. It does not form a committee. It does not schedule a review. It does not file 400 pages of paperwork no one will ever read.

It just solves the problem.

And that is the one thing the machine cannot survive.

The government does not tax results. It taxes the process. The longer the process, the deeper the cut.

AI compresses a ten day workflow into seconds. There is nothing left to bill. Nothing left to tax. Nothing left to skim.

So they will spend the next decade warning you that AI threatens the economy.

What they will never say is what it actually threatens.

The illusion that activity equals progress.

The $200 economy where both men ate shit and called it a job.

The machines are not coming for your purpose.

They are coming to prove that half the economy never had one.

[Jo Bhakdi @JOBhakdi]

I did some more research on $TSLA Leaps in case of merger.

I am 95% sure now that we are safe.

Example:

1 x 2028 Jan 700 strike call gives you the right to buy 100 $TSLA shares at $700.

When $TSLA is acquired, this right gets converted into the right to purchase the value-equivalent assets of that that were excahnged for 100 shares of $TSLA.

In the case of SpaceX, that's SpaceX shares.

I might do a video on this that also shows the contract language and where to find it.

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Read, please. Important

[Pejjy @CuriousPejjy]

I'm starting to doubt that SpaceX-Tesla will merge.

SpaceX just passed Elon's pay for performance compensation package where he must achieve specific milestones and grow the valuation to $6.6T.

Why would SpaceX do this if a merger with $TSLA is planned? Unless it makes it easier to achieve the $6.6T valuation by acquiring Tesla. But that doesn't make sense.

Tesla gave it's own set of milestones for Elon to hit:

- Delivery 20 million vehicles.
- Deploy 1 million active FSD subscriptions.
- Delivery 1 million humanoid robots (Optimus).
- Generate $400 billion in profits.
- Grow $TSLA valuation to $8.5T.

So now you have 2 companies with 2 separate pay packages. Why would they merge? It wouldn't make sense to because if SpaceX acquires Tesla next year, the entire pay package of Tesla alone, up to the market cap and achievements, gets voided and SpaceX market cap would get boosted lifting the valuation massively. Essentially getting closer to the market cap of $6.6T. Elon's SpaceX pay package doesn't get voided, it gets boosted while $TSLA's does.

This would be unfair for Tesla investors in the medium term as the obligation of getting Tesla to $8.5T market cap is not a condition anymore. Therefore a merger wouldn't make sense any time soon.

I only doubts because why would SpaceX give Elon a new pay package right before going IPO? And possibly why right before a merger?

Maybe I'm missing something, @TeslaBoomerMama help me out!

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Major improvements to how the 2018 options are handled

Wow, all the same time, and don't you tell the bears 🤣

Read below, only great news. Great job, @robyndenholm and @KathleeWT

[StockWhale @thestockwhale]

Goldman Sachs says that the "nuclear renaissance is underway."

If you want to become a multi-billionaire, have nuclear stocks in your portfolio.

These are the best ones:

1. Oklo $OKLO
2. NuScale Power $SMR
3. Nano Nuclear Energy $NNE
4. Centrus Energy $LEU
5. ASP Isotopes $ASPI
6. Lightbridge $LTBR

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.