@grok what could @nvidia most likely do that would give its $NVDA stock price a massive boost? Keep it realistic and focus only on current things in it its pipeline.
SpaceX wants 80,000 US cell sites for Starlink Mobile. Friday: AT&T -5.6%, T-Mobile -5%, Crown Castle +11.6%.
The market priced in a 4th national carrier before a single tower deal was signed.
My take: by 2028 the real Starlink story isn’t your roof — it’s your phone bill. $SPCX
Chip purchases are a one time sale and revenue hit. There’s no company that’s simply a chip buyer, they’re chip users and they use chips to build and lease data centers with monthly payment contracted. That’s the true passive income stream. The monthly payments companies like Meta need to pay companies like @SpaceX to power Muse … if Elon is willing to give competent Meta of course.
I believe this is a correct analysis. I own both equally but am looking to go overweight on $SPCX . The runway for 2027 is too long and the income potential is too massive to ignore.
Good analysis. If the merger doesn’t happen quickly, TSLA investors will miss the rocket.
SpaceX is on track to join the S&P 500 next year with year-end ARR >$500B (and high margins).
The majority of SpaceX shares are in permanent holders’ hands. The joining event could take the stock to the stratosphere.
I switched some from TSLA to SPCX during the IPO dip below $110 and continue to switch some every week.
People aren’t able to properly see into the clear future and how these reusable rockets are about to impact every living human on earth.
No matter which country or region you live in, you will be using at least one of several @SpaceX provided services such as data direct to your cell or an AI agent hosted on @xai compute.