SpaceX: T-7 days until trading begins (June 12)
Investors in $SPCX and $TSLA are about to witness a decade of insane growth. My 10-year thesis that SpaceX will become the most valuable company in the world, closely followed by Tesla, remains very much intact. (And yes, I still expect them to merge at some point.)
Your friends and friendly CNBC hosts will focus on SpaceX as the "rocket company." And it's true— the industrialization of space begins with their launch platforms.
But if you remember one thing about the SpaceX thesis, remember this:
It's about compute.
Planet Earth, because of this "little" thing called AI, is about to become compute-starved. Not enough chips. Not enough power.
NOT. EVEN. CLOSE.
SpaceX will open the next frontier of compute supply through its ODC (Orbital Data Center) platform. In fact, I believe it is the only scalable path to meet the demand that is coming.
And whether they realize it yet or not, every leading AI company, including Anthropic, Google, and OpenAI, will eventually have to go through SpaceX to continue growing at the pace they want (and we demand).
There is no obvious terrestrial solution to this problem.
1 Terafab won't be enough. It will simply be the first proof point of something that can be replicated at massive scale. But power remains the truly scarce resource, and Earth is running out of easy answers.
Space is the answer. And SpaceX is the solution.
I was just KICKED OUT of a SCHOOL BOARD HEARING today by dozens of MUSLIM INVADERS in Texas!!!! 😡😡
They REFUSED to let me make Public Comments about the HIJAB WEARING HighSchool PRINCIPAL named Shayma Alzubi!! 😲
(She is funded by Foreign Terrorist Organization CAIR!) ❌☪️
George Washington; "It is the duty of all nations to acknowledge the providence of Almighty God, to obey His will, to be grateful for His benefits."
Thoughts?
This guy is truly a HERO! Kevin Kimmel, a truck driver, was parked at a truck stop when he saw a suspicious vehicle with blacked-out windows. He noticed a scared young woman peek out, then a man entered the car. Something didn’t feel right, so Kevin decided to take action and called the police. He said, "When I saw the young girl's face, I knew I had to step in. I have daughters and granddaughters." Luckily, Kevin did! The police discovered a 20-year-old woman inside who had been abused and was malnourished. She told them she had been kidnapped and forced into sex trafficking. Her feet had puncture wounds from nails, and she had severe burns from being branded with hot keys! The couple found with her has been charged with her abduction and forcing her into an online prostitution ring. Kevin said, "I'm just happy I helped her." Thanks to his quick thinking and instincts, Kevin saved this woman from further harm and possibly even saved her life! A big thumbs up to Kevin—he’s a true HERO!
Credit to the rightful owner~
11, 12, and 14 years old.
Raped for days by more than 20 Pakistani immigrants.
Tortured—one had her tongue nailed to the wall to keep her still while they raped her.
The police ridiculed, insulted, and ignored them.
The feminists turned the other way.
If it hadn't been for Elon Musk, who publicly shared the trial testimonies, sparking outrage from Reform UK and internal investigations, no one would have known anything.
You're not angry enough.
- @babetta123
For those mainly Pakistani men who have inflicted the very worst pain imaginable on innocent British children, please know this.
There will come a day when the power of the British state that concealed your atrocious crimes for so very long is turned against you.
It will be swift. It will be brutal. It will be severe.
Because if Restore Britain gets a sniff of power, there will be a reckoning. I promise you that.
We will show you the same mercy you showed our girls.
Your race or religion will not protect you any longer.
A message will be sent that is heard right across the world.
If you rape our children, you will pay for it - and you will pay for it with everything.
That is what Restore Britain will do.
Girls locked in dog cages, girls raped by dogs, girls passed around as rape toys at Eid celebrations.
Everyone involved needs to hang.
Especially including the regime anti-racists who enabled all of it.
The Michigan registered nurse who said she would drive to Washington, D.C., and take a knife to President Trump’s throat has been identified as Rhonda Lee, a nurse who provides in home care for elderly patients.
Imagine how she treats elderly republicans.