kevin wilson

[Shay Boloor @StockSavvyShay]

Elon Musk says $SPCX now expects to reach $1T in revenue by 2030 with a “non-zero chance” of getting there in 2029.

He also expects ARR to reach $100B by year-end (up from a $10.4B run rate in June) after adding $6B of new compute contracts in recent weeks.

[Kalshi Football @KalshiFB]

NFL Films put together a special compilation of the entire Philadelphia Eagles organization's reaction after winning the Super Bowl

(video: @NFLFilms)

[Benny Johnson @bennyjohnson]

Tens of Thousands of Illegal Migrants From Africa Are STORMING the Spanish Border

No, this is not a scene from The Walking Dead, this is a live INVASION of Spain right now.

This is what America would look like if Donald Trump didn’t secure the border.

[kevin wilson @krwilson2]

@AdamSchefter Go birds? Howie!!!

[Adam Schefter @AdamSchefter]

Breaking: Eagles are signing two-time Pro-Bowl selection Jalen Carter to a four-year, $152 million extension worth up to $160 million, including $106 million guaranteed that now makes him the highest-paid defensive tackle in NFL history, per his agents Drew and Jason Rosenhaus.

Carter now will be under contract to the Eagles through the 2031 season.

[Muskonomy @muskonomy]

NEWS: Ron Baron says SpaceX will be the biggest company in the world by a wide margin

The Baron Capital founder said his firm expects to make 20 to 30 times its money from the IPO price over the next 10 to 15 years, with SpaceX reaching a 20 to 40 trillion dollar valuation. It went public at 2 trillion.

"This is a unique business. We think it's going to be 20 to 30 trillion dollar value, at least 40 trillion," Baron said.

(Source: Ron Baron on The Compound and Friends, July 2026)

[Shay Boloor @StockSavvyShay]

Raymond James reiterates its $800 price target on $SPCX after Starship Flight 13 validated key V3 upgrades and reduced program risk.

The firm says the next major milestone could be “the first attempt to catch Ship with the launch tower.”

[Eric Daugherty @EricLDaugh]

🚨 HOLY CRAP. This guy just went BERSERK on national television against Mayor Mamdani

"This guy is a TERRORIST. That's the bottom line. I'LL SAY IT. You don't wanna say it, I'll say it! He's a terrorist He's a jihadist. He hates the Jewish people. He hates America. He hates the Italian people. He hates the Irish people. He hates the German people."

"Those two people st*bbed the other day in New York City — that blood is on HIS HANDS."

"Unless you're Muslim, Mayor Mamdani has no use for you! He is a horrible person and maybe has perpetrated the worst American and Jewish hate in the history of this country!"

"That blood is on your hands, Mayor Mamdani! We got to find a way to get this guy out of here...this guy is the worst thing to happen to New York politics, maybe in the history of our state. He's a lowlife!"

FOX: I mean, I think you may be a bit over your skis in calling him, labeling him a terrorist and you're probably going to get flagged for that

@sidrosenberg19: Why? The Hamas guys in Qatar never put on an explosive vest, never SH0T anybody, would you consider them terrorists? Because I would! Okay, so his ideologies are in line with the terrorists. Mahmoud Khalil is a campus terrorist. You don't have to k*ll somebody to be a terrorist. You have to share the ideology.

[Justin Banks @RealJGBanks]

THIS IS HOW YOU WILL RETIRE IN THE NEXT 5-10 YEARS

I’ll be focused on where capital flows next.

Here’s how I believe the AI buildout evolves:

2026–2027: AI Infrastructure

AI demand accelerates.

Capital pours into the companies building the foundation.

• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030: Power & Grid

AI becomes an energy problem.

The world races to expand power generation, modernize the grid, and secure critical materials.

• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper/Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO

2030+: Physical AI

Intelligence moves into the real world.

Robotics, autonomous systems, defense technology, and space become the next major investment themes.

• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space Economy: $RKLB $ASTS $LUNR $PL

[Shay Boloor @StockSavvyShay]

Elon Musk says Starlink will be integrated into every $TSLA vehicle.

He says each terminal could act as a “connectivity tower” providing WiFi to anyone nearby.

[Kyle Reidhead | Milk Road @KyleReidhead]

The market is massively underestimating SpaceX's revenue potential (according to @GavinSBaker)

"If they bring on three gigs next year at their announced monetization rates, that's $150B of revenue that's not in the model."

What most are missing is that SpaceX is probably the best in the world at monetizing gigawatts of installed power

They have the best margins and they can build this faster than anyone else. the potential for revenue from their compute business is massive

Yet most of the models focus on rocket launches and starlink, which are both great businesses and both likely to accelerate next year too

but its the compute business that the market seems to be missing

$SPCX currently sits around $120 and most analysts are pricing the stock closer to $200, but even that is missing the potential from the compute business

If SpaceX nails the compute business, then I think most analysts will be raising this stock much higher

Over the next year we could see meaningful growth in the rocket launch business, Starlink, compute and who knows whats possible with xAI now that they have Cursor under the hood

Yes, the unlock are a concern, but at $1.5T market cap, thats becoming less relevant

I haven't bought SpaceX yet, but Milk Road PRO members know exactly when I'm looking to start buying and building a position

SpaceX starting to look real good here

[Evan @StockMKTNewz]

SpaceX $SPCX stock is currently trading at $122 per share

Wall Street has price targets on the stock as high as $800 and as low as $130

That means SpaceX stock is currently trading below every Wall ST analyst price target according to the graphic below from my partners at Leverage Shares

[Сarm1ne @carm1nee]

Gavin Baker on the SpaceX situation: "Wall Street consensus is $73 billion in revenue - if they bring on 3 gigawatts of power next year that's $150 billion - that's not in the model"

this is him explaining why SpaceX could double what the Street expects, why intelligence per dollar will define the future of AI, and why betting against Elon has destroyed entire funds

"open source models fundamentally just shift margin from the model layer to the infrastructure layer - if you have cheaper tokens we're going to consume more of them - we are structurally short compute"

"the Cursor acquisition for $60 billion is looking very smart - that was $3 billion in annual revenue when they bought it - I think it's probably materially higher"

"there's a graveyard of funds that shut down because they were Tesla short"

bookmark & watch the full conversation ↓

[kevin wilson @krwilson2]

@wakeupnj wow this climate change thing is real!

[Shelpid.WI3M @Shelpid_WI3M]

🚨 $SPCX IS 2022 NVIDIA ALL OVER AGAIN...

$SPCX is already down nearly 50% from its highs. Most people see a failed IPO. I see the exact setup that turned NVIDIA into one of the best trades of the decade.

Rewind to 2022:

→ NVDA crashed more than 65%
→ The media declared the growth story dead
→ Retail panic-sold at the bottom
→ Smart money quietly accumulated

You know how that ended.

Now look at SpaceX. IPO hype. Brutal selloff. Fear taking over. That's the exact stage where most investors walk away in disgust - and it's usually where the best risk/reward setups are born.
Here's my plan:

Buy zone: $85-115 Target: $250+

But I'm not rushing in. The unlocks are still ahead, the float's about to explode, and there's likely one more flush before the base is built. I want the exhaustion the moment the last seller gives up.

Most people will only get interested after a new ATH. By then the easy money is long gone.

The moment I buy $SPCX, I'll post it here first.
Turn notifications on.

[kevin wilson @krwilson2]

@CecilyTynan Wow

[David Morgan @DavidMorganInv]

Cathie Wood just made a bold move! She sold $AMD at a loss to load up on these high-conviction plays:
New Buys:
$SPCX (+147k shares) — Musk’s biggest fangirl, keep adding to SpaceX, betting big on space innovation & reusable rockets
$CRWV (+115k) — High-performance NVIDIA GPU cloud platform, down 35% from highs
$XE (+20k total) — Nuclear energy play for surging AI data center power demand
$AVAV (+37k) — Robotics & defense innovation
$KTOS (+115k total) — Autonomous combat drones & AI-powered military tech
$ISRG (+8k) — Intuitive Surgical, the leader in robotic surgery
$PONY (+133k) — Autonomous mobility & AI transportation
$WRD (+33k) — Chinese autonomous driving company
$KDK (+27k) — AI + modular hardware autonomous driving platform
$META (+5.7k) — Attractive valuation vs. other tech giants
$NFLX (+38k) — Long-term 10%+ growth potential
$CMPS (+102k) — Psychedelic medicine leader for mental health, huge upside
$ABSI (+33k) — AI-designed next-gen protein antibody drugs
$PRME (+82k) — Gene editing biotech targeting genetic diseases, big upside potential

She trimmed or sold positions in $AMD , $HOOD , $TWST , $TXG , $ROKU , $NET , $BIDU , etc.

Wood’s going all-in on space, nuclear, defense, robotics, and next-gen AI/biotech themes. Classic Cathie degen energy. 🚀

[Shay Boloor @StockSavvyShay]

$SPCX is expected to nearly quadruple its revenue over the next three years.

It already dominates launch, is scaling one of the world’s most important connectivity networks, is building AI compute at extreme speed and is led by someone with a long track record of turning seemingly unrealistic ambitions into massive businesses.

[kevin wilson @krwilson2]

@barstoolsports Love it