Panke

SpaceX, Tesla maxi
Not a Boomer.

Telling people the cold hard facts right in your face.

[Panke @spcxGOD]

73% of ALL $SPCX shares in existence are now in the hands of known whales , companies, nations and basically wealthy people who don’t need money and will hold forever.

There is only 27% remaining that can be sold… BUT a large part of this 27% are held by retail and the musk cult who will also NEVER sell.

So its very likely that demand > supply forever

@elonmusk > owns 48.4 % of spacex
Google > 4.2%
Antonio Gracias > 3.8%
Peter Thiel > 3.2%
Fidelity > 2.3%
Gigafund > 1.3%
Saudi Arabia > 1.2%
Ron Baron > 1.1%
Nvidia> 1%
Sequoia > 1%

Do with this info what you will

[Panke @spcxGOD]

They should have said yes.

Big mistake

$SPCX

[Andrew Curran @AndrewCurran_]

SpaceX approached Cognition about a potential acquisition according to reporting from Bloomberg. I will note Elon may deny these reports, as he often does.

[Panke @spcxGOD]

Grok 4.7 will be a damn good grok.

But what is special about, is that its also a specialist AI and its specialty is engineering.

Trained with decades of spacex + tesla engineering data in building impossible stuff + gigantic scalable factories.

I think it will accelerate internal development of whatever they are building.

$SPCX $TSLA

[Panke @spcxGOD]

Good day for $TSLA

People are realizing that 350$ is actually really cheap with a Cybercab launch event + Roadster reveal within the next <30 days.

Wouldn’t surprise me if some rotation was taking place behind the scenes.

Like I have always preached. Own both $SPCX and $TSLA in relatively equal weights.

And you will be happy every day, zero fomo.
It makes the wait less boring as well for the merger.

[Panke @spcxGOD]

If you think buying $TSLA for the cybercab launch event + roadster reveal is a good set up and right moment for a trade , you are probably right.

If you think $SPCX is undervalued af here and will scale faster , you are also right.

That is why you need at least 50% of each to be comfy and skew the ratio more towards the one you are more bullish one.

Choosing either one or another is a no go

[Panke @spcxGOD]

Yup

[Panke @spcxGOD]

If you think buying $TSLA for the cybercab launch event + roadster reveal is a good set up and right moment for a trade , you are probably right.

If you think $SPCX is undervalued af here and will scale faster , you are also right.

That is why you need at least 50% of each to be comfy and skew the ratio more towards the one you are more bullish one.

Choosing either one or another is a no go

[Panke @spcxGOD]

@BigTechAlert @elonmusk @SemiAnalysis_ They like their prediction

[Panke @spcxGOD]

Elon musk probably surprised how accurate @SemiAnalysis_ were in their prediction in $SPCX for the next 16 months.

[Big Tech Alert @BigTechAlert]

🆕 @elonmusk has just followed @SemiAnalysis_

(🤖💭: any thoughts on this?)

[Panke @spcxGOD]

@BigTechAlert @elonmusk @SemiAnalysis_ They probably did an accurate analysis

[Panke @spcxGOD]

Do you prefer $SPCX and $TSLA tracking each other.

Or

Do you prefer them doing the opposite of each other?

[Panke @spcxGOD]

@zerohedge Attempted?

[Panke @spcxGOD]

Is $SPCX creating the first specialist AI in the form of an engineer?

An AI that’s not a generalist but insanely good with engineering.

That’s probably what they are trying with Grok for 4.7

[Elon Musk @elonmusk]

Specialist AI’s (single language, single area of knowledge) are another 100X

[Panke @spcxGOD]

@SPCX100T @grok @bot Maybe next quarter already haha

[Panke @spcxGOD]

@elonmusk @BrianRoemmele Because grok is competing against open source

Smart and cost efficient

[Panke @spcxGOD]

This ranking tracks relative growth in market share based on real business spending, not just hype or downloads.

It means companies using foundational model services (APIs, chatbots, enterprise AI tools, etc.) are increasing their spend with SpaceXAI/Grok at a notably high rate compared with peers in that category.

Real businesses spending money on GROK is accelerating $SPCX

[Gavin Baker @GavinSBaker]

Fireworks and Baseten are the two largest inference clouds and I think of them as *an* index for open-source AI adoption.

Also first time seeing SpaceXAI on the list of “fastest growing” IIRC.

SambaNova!  Will wonders never cease.

[Panke @spcxGOD]

This ranking tracks relative growth in market share based on real business spending, not just hype or downloads. It means companies using foundational model services (APIs, chatbots, enterprise AI tools, etc.) are increasing their spend with SpaceXAI/Grok at a notably high rate compared with peers in that category, enough for it to rank among the top growers that month.

[Panke @spcxGOD]

Grok will make your time much more efficient.

What used to cost you 8 hours will now only cost you 2 hours.

Next month it will be 1 hour.

And it will keep on improving like that, forever.

We really are heading into an age of abundance for all.

$SPCX

[Panke @spcxGOD]

@JOBhakdi The people who want a quick flip and nice pump and dump gather together again

[Panke @spcxGOD]

When other stocks pump a bit , I actually have zero fomo.

What they are trying to do and the potential behind every single project on earth compared to what $SPCX is trying to do both short and long term is literally peanuts.

If you want a quick 100%? Buy spacex
If you want a long term hold that can x1000? Also buy spacex

Its really limitless

[Panke @spcxGOD]

How would a space economy look like?

Gotta do some brainstorming

$SPCX

[Panke @spcxGOD]

3 hours and 30 minutes left to buy $SPCX near IPO prices.