Ly

$SPCX Long term Investor

[Ly @Ly10255315]

10x. 100x. 1000x. And then $1T a year.

Starlink V3 is 10x more capable than V2, and SpaceX is launching 10x as many.

Bandwidth: 100x in just 2-3 years.

AI demand: already 1,000x human demand.

Musk does the math: 100 GW of AI compute to space a year, even at $10, is 1 trillion dollars a year. extra. At $50, it’s 5 trillion. And it stacks, every year, because the satellites don't vaporize.
🛰️🔥

$SPCX

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley’s Adam Jonas in new @SpaceX note on flight 15:

“We do not believe the stock market fully appreciates the significance. A successful catch of both the booster and the ship is likely to be a material positive for the stock, and an even bigger positive for the business, de-risking the greater TAMs across each major segment of the company.

Starship is a key scale enabler for SpaceX. The "Space" segment represents just $8 of our $300 price target, but we believe Starship is the #1 TAM expansion opportunity for both the Connectivity & Enterprise AI businesses (95% of PT) - enabling orders of magnitude more bandwidth per launch and opening the doors to orbital compute and the much wider space-related TAM (lunar infrastructure, orbital manufacturing, resource extraction, etc.).”

[Ly @Ly10255315]

$SPCX + $TSLA merger math, assuming a 30% premium & WITHOUT synergies:
• Pre-merger: $SPCX at $139.94 ($1.90T) | $TSLA at $397.45 ($1.57T)
• 30% premium values $TSLA at ~$516.69/share ($2.04T), requiring a ~3.69-to-1 exchange ratio
• Post-merger dilution drops $SPCX by ~11.9% to $123.22/share

WITHOUT synergies, paying a 30% premium transfers ~$471B directly from SpaceX to Tesla holders ❗️

But, for $SPCX investors, dilution looks like a peanut compared to growth challenge:

Standalone, SpaceX operates with a high beta, exponential growth trajectory where scaling 10x is an operational within target (per @elonmusk). With the merger, the combined starts near a $3.5 trillion valuation.

For the combined company to achieve that same 10x expansion, it requires scaling a massive automotive, robots, energy manufacturing footprint RIGHT alongside orbital infrastructure. Imagine when we talk about 50x growth.

The merger fundamentally alters the math required to replicate $SPCX exponential growth rate.

You don’t need to agree with me.

[Ly @Ly10255315]

So, $SPCX slides and $TSLA spikes after the merger progressing news. What’s the implication?
Well…, should I act like I’m already rich and don’t care about $$$ now, lol.

[Ly @Ly10255315]

@Alexand73883254 I did because $SPCX has a real, growing business: launches, Starlink, and long-term contracts that I can actually understand and follow.

[Ly @Ly10255315]

@qntnprvt Haha good choice

[Ly @Ly10255315]

$SPCX My $SPCX position is so much bigger than I used to think it should be, but not as much more as I believe in the missions that the Company carries: it will be a “Universal” stock, in the meaning of how its products/services affect every angle in your life, and in the meaning of its bringing you to the “Universal” standards, breaking the Earth’s limits of distance, scarcity and opening a world where connection, energy, and abundance are for everyone. 🛰️🔥

Which path would you prefer?

1. $SPCX skyrockets and you become insanely rich, by Earth standards.
2. We reach unlimited abundance, and money stops mattering.

[Ly @Ly10255315]

@DiplomaticTake @climbwithin Looks nice!

[Ly @Ly10255315]

So, $SPCX slides and $TSLA spikes after the merger progressing news. What’s the implication?
Well…, should I act like I’m already rich and don’t care about $$$ now, lol.

[SpaceX @SpaceX]

Ship 42 moves to the Starbase pad ahead of launch

[Ly @Ly10255315]

$SPCX Tomorrow is the day, are you ready? Fasten your seatbelts! 🛰️🔥 #flight15 #doublecatch

[Ly @Ly10255315]

@BujokMr @DonMiami3 It’s priced in already after CPI

[Ly @Ly10255315]

@HeavensEqual1 Yes!🙌

[Ly @Ly10255315]

I’ll take it 😆

[Ly @Ly10255315]

$SPCX Option chain expiring this Friday shows $150 call magnets .🛰️🔥

[Ly @Ly10255315]

Good morning $SPCX investors, hopefully you already loaded some more before the rocket flying again! 🛰️🔥

[Ly @Ly10255315]

@EWTracker Fine with that, it’s for next week move.

[Elon Musk @elonmusk]

SpaceX community benefits

[Ly @Ly10255315]

@Fearlespatriot Haha 😂

[Ly @Ly10255315]

@TheLongInvest No, not that reason.

[SpaceX @SpaceX]

All systems are looking good, and weather is favorable for liftoff. Propellant load is about to begin for Falcon 9’s launch of the USSF-627 mission from California → https://t.co/IdlZbviZZl

[Ly @Ly10255315]

Good morning $SPCX investors, hopefully you already loaded some more before the rocket flying again! 🛰️🔥

[Ly @Ly10255315]

$SPCX Another chance to load your bags. 🛰️🔥

[Ly @Ly10255315]

Hope everything treads lightly with this news!

[SpaceX @SpaceX]

Falcon 9’s first stage lands on the Of Course I Still Love You droneship