Kiler

[Sat @sa_futurist]

Terafab efficiency and production definitely was not modeled for old school analysts. Elon has said that they will aim to produce much more efficient and cost of microchips than NVDA.

[Sawyer Merritt @SawyerMerritt]

24 hours later, nearly half of these trucks have now been sold.

[Rob Maurer @robmaurer]

Remember a couple weeks ago when everyone was saying a 100x price/sales was crazy for SpaceX and all of a sudden it’s like 39x? Shows how dumb that type of analysis is 😅

[Sawyer Merritt @SawyerMerritt]

Tesla has officially applied for an Autonomous Vehicle Network Company permit in Nevada.

Tesla is seeking approval for up to 5,000 robotaxis during the first 12 months after the permit is granted.

The filing covers Clark County (Las Vegas), including Harry Reid International Airport and Henderson Executive Airport, according to a new public notice from the Nevada Transport Authority.

[Amy @Amy787]

SCHWAB IS THE WORST POSSIBLE BROKERAGE
See what stands out in the chart below? Schwab is NOT honoring the Spirit of the SpaceX IPO and its 30% retail allocation.

While others companies have no minimum balance (E*trade & Robinhood) or $2000 (Fidelity) - Schwab has 50,000x that - a minimum $100,000 in an individual trading account with them. Money in other banks - even other types of Schwab accounts? Schwab ignores it!

Schwab is trying to block out retail when the ENTIRE REASON they got a SpaceX IPO allocation at all was FOR RETAIL INVESTORS.

E*TRADE is giving priority to long term Tesla investors. Schwab is not. I have continuously held Tesla in a Schwab account since 2010. But that doesn’t matter to Schwab, because Schwab doesn’t care what SpaceX wants, Schwab is giving access to the SpaceX given to just a select few of their wealthiest clients…

Schwab you need to do a search of how many Tesla investors you are shutting out from the SpaceX IPO. It will be a costly decision. Tesla investors are organized. Investors in Elon Musk: Consider this when you decide which brokerage to use. Schwab is the worst possible choice. I will be moving my money in the very near future. @spacex @elonmusk

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Great, congratulations @SpaceX

And all the naysayers who go "oh 90-days cancellation", well guess who has the keys to the castle? Right!

Someone wants to pay more? You cancel.
Someone needs it for themselves? You cancel.

[Sawyer Merritt @SawyerMerritt]

SpaceX has just officially announced that it plans to raise $74.4 billion in its IPO, targeting a $135 per-share price and selling approximately 555.55 million shares, according to a new SEC filing.

That would give @SpaceX a target IPO valuation of about $1.75 trillion.

SpaceX: "We expect to receive approximately $74.4 billion of net proceeds from this offering (or $85.7 billion if the underwriters exercise their option to purchase additional shares of Class A common stock in full), based upon the expected initial public offering price of $135 per share, after deducting underwriting discounts and commissions and estimated offering expenses payable by us."

Note: All of these numbers are subject to change before IPO. Filing below:

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Institutions now holding 47.8%.
Elon 20.3%
Retail down to 31.9%

Only Sept-Now 2025 did institutions hold (slightly) more, then the total share count was lower.

Here the chart from Fintel with the explanatory information:

[Farzad 🇺🇸 🇮🇷 @farzyness]

Still can’t believe this was a real chart 😂

[Evan @StockMKTNewz]

THE STANDOFF

Amazon $AMZN vs Google $GOOGL

[Sawyer Merritt @SawyerMerritt]

The U.S. Space Force has just announced that it has awarded @SpaceX a $4.16 billion contract to build a constellation of satellites that can track airplanes, cruise missiles, and airborne threats globally from orbit.

It’s for the “Space-Based Airborne Moving Target Indicator (SB-AMTI) program.”

[stevenmarkryan @stevenmarkryan]

• Tesla Cybercab About To Change Transportation Forever
• Elon Hints At HUGE AI Training Breakthrough

[BestInTESLA @TeslaBest]

🤩 Production ramping up 🤩

[Whole Mars Catalog @wholemars]

Tesla Cybercab Performance

[Steve Inman @SteveInmanClips]

FAFO Hits

[Kiler @Paintpappy]

Hi everyone

[James Stephenson @ICannot_Enough]

That’ll buff right out.

[Sawyer Merritt @SawyerMerritt]

Great news, retail investors will officially be offered @SpaceX IPO shares!

SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.

"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX

[Gad Saad @GadSaad]

#1 across all books in Canada. #10 globally.