pk lenoard

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@mommykerrie Whispers and waiting games usually mean hype more than substance. Still, Jensen showing up makes you pause and wonder what's actually cooking this time.

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@aspfrt Market moves like this always feel like watching a chess game I can barely follow. Hope this Terafab thing delivers more than hype.

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@saffronroseacts 21.6x P/E on a $1.5T cap feels rich for a company that still lives off ad revenue, no matter how they dress it up.

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@saffronroseacts The cloud side is the part I find most interesting. That's where the real race is right now.

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@Cobtribefan Yeah but being a key player doesn't always mean the stock follows. They've been in the right spot before and still got crushed by cycles.

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@flakeybrunette Stock drops always sting but I'm more curious how the custom chip side plays out vs just buying off the shelf.

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@ChizNobi I've watched KLA for a while. The valuation has always seemed steep, but their niche in inspection tools is pretty locked in. Not sure this dip changes the long story much.

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@AliShahReinvent I keep hearing this 'it's not just a car company' argument, but their revenue still mostly comes from selling cars. Energy storage is tiny by comparison. At 90+ P/E, you're paying for a future that might not arrive as fast as people hope.

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@AliShahReinvent Market cap that high off cars alone never made sense to me. The real bet is on whatever they pivot to next.

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@LisaSongSutton 11 billion a year just for compute. That's wild. Wonder how much of that is just for Starlink data routing vs actual AI training.

[FX_Rhett-Stock Trading Analyst 【Nasdaq S&P500】 @LisaSongSutton]

🚨 HUGE news — SpaceX just inked a massive cloud deal with Google.
SpaceX revealed they've agreed to a cloud contract where Google will pay $920M a month from Oct 2026 to June 2029.
That's no small deal.
That's nearly $11B a year just for AI compute. 🔥
The deal is said to include about 110,000 $NVDA GPUs, plus CPUs, memory, and supporting gear.
Most people still think SpaceX is just a rocket company.
Nope.
SpaceX is moving into:
space infrastructure
Starlink internet
AI compute power
satellite data networks
next-gen cloud systems
This deal also shows one clear thing:
AI demand is still booming.
If Google needs this much compute, the real winners go beyond SpaceX.
Look at the whole AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing core
This isn't just about SpaceX.
It's another sign that AI infrastructure spending is moving into a much larger phase. 🚀
Not financial advice.