SuperDogg

[vincent @SPCX100T]

Ok , good morning folks

Here’s the $SPCX Post-earnings PT moves, October 21:

JPMorgan — Doug Anmuth, Overweight, raised to $500 from $240.

Barclays — Anthony Valentini, Overweight, raised to $300 from $254.

Wells Fargo — Overweight, raised to $274 from $214.

Goldman Sachs — Eric Sheridan, PT-only, raised to $245 from $230.

Citi — Buy, raised to $240 from $200.

UBS — Buy, raised to $240… from $210.

TD Cowen — Buy, raised to $224 from $200.

[Herbert Ong @herbertong]

Six banks raised their SpaceX price targets after the Q3 call:

JPMorgan: $240 to $500
Barclays: $254 to $300
Wells Fargo: $214 to $274
Citi: $200 to $240
UBS: $210 to $230
Mizuho: $200 to $205

Morgan Stanley held at $300. Revenue came in at $14.6 billion against a $12.7 billion estimate, and shares rose about 8% after hours to around $160.

JPMorgan's $500 target is about 3x that price.

$SPCX

[Peter H. Diamandis, MD @PeterDiamandis]

Mark my words, SpaceX will become the first $10T company, and the first $100T company. 🚀🚀🚀

[Jo Bhakdi @JOBhakdi]

This is the most insane and most insanely bullish earnings call I have ever listened to.

SPCX is basically saying they are going to take over the world from Space, within the next 12-24 months.

Stock is up a meager 4.5% after hours.

I love this stuff - that's why we need Pioneerlands thinking.

We live in a time when someone (Elon) can tell the market they are going to make $500B-$1T ARR in 12 months, and then back it up with a whole set of metrics - and the market simply doesn't get it.

Crazy times.

/Cap /SPCX earnings.

[Elon Musk @elonmusk]

As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible

[Geiger Capital @Geiger_Capital]

Holy. Shit.

"What this implies for SpaceX annual recurring revenue by the end of 2027 is somewhere between $500 Billion and $1 Trillion."

That is $42B - $84B. In one month.
As soon as next December.

[Fam @fammetaX]

$SPCX is gearing up for a generational run 🚀

[Kyle Reidhead | Milk Road @KyleReidhead]

Elon just said he expects the 2027 exit ARR for SpaceX will be between $500B and $1 TRILLION!

"There's a non- 0 chance that SpaceX will have 20GW of compute online by EOY 2027. Its very likely we add at least 10GW in 2027 and end 2026 between 2.5-3GW"

He explained that The SpaceX compute team is the same team that built its rockets and puts 96% of all mass in space. He said the same outcome will happen for compute and compared the SpaceX compute team to the New York Yankees playing in the little leagues"

Absolutely next level game this man is playing. He's on a whole other level!

[Fred Krueger @dotkrueger]

JP Morgan is bearish.
They estimate Bitcoin will deliver 10% over the next decade.

That's 2.6x. Power law says 13x.

[Gali @Gfilche]

SpaceX did $18.7B in revenue for all of 2025

They just reported $14.6B in a single quarter 🤯

Very few companies ever growing this quickly ... they may pass Anthropic & OpenAI soon

[Michael Saylor @saylor]

J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.

[Simply Bitcoin @SimplyBitcoin]

BREAKING: JP Morgan adds Bitcoin to their Long-Term Capital Markets Assumptions paper and predict it will be the best-performing asset of the next decade.

[Coinvo Trading @CoinvoTrading]

🚨 HOLY SH*T ELON MUSK JUST SAID EVERY $SPCX HOLDER WILL GET INSANELY RICH

He literally said "$SPCX will reach a $100 trillion market cap within 10 years."

If that's the case, many $SPCX holders will retire in the next decade.

[@jason @Jason]

Second amendment doesn’t seem so crazy when you witness a shop keeper trying to defend their property and livelihood does it?

[Fam @fammetaX]

If you hold $SPCX you’re going to be rich

[Sawyer Merritt @SawyerMerritt]

ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case.

ARK's 2031 Tesla base case: $4,400/share
• ~1M Optimus robots sold externally, generating ~$212B in revenue
• Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model)
• ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue
• Total revenue of ~$1.45T and EBITDA of ~$902B
• Market cap of ~$17.5T
• Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively

ARK's 2031 Tesla bull case: $5,000/share
• EV revenue (excluding credits): $355B
• Robotaxis: 10M vehicles and $899B in ride-hail revenue
• Energy storage: 2,693 GWh deployed and $193B in revenue
• Optimus: 1.2M robots sold externally and $254B in revenue
• Total revenue: $1.62T
• EBITDA: $1.045T, a 65% margin, with a 72% gross margin
• Market cap: $20.4T

ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.

[Rob Schneider 🇺🇸 @RobSchneider]

France has FREE health care, paid parental leave, paid family leave, FREE child care, FREE preschool, 5 weeks paid vacation, a 35 hour work week, generous unemployment and housing benefits, and heavily subsidized higher education.

Everything the left says they want AND THEY'RE STILL PROTESTING AND BURNING SHIT DOWN.

[SuperDogg @superdogg888]

@fammetaX @elonmusk blue horseshoe love $SPCX LFG!

[DogeDesigner @cb_doge]

BREAKING: Four European telecom giants are joining forces to challenge Elon Musk’s Starlink.

Deutsche Telekom, Orange, Telefónica and Vodafone have signed a letter of intent to explore a joint bid for spectrum to deliver satellite connectivity directly to phones.

Four telecom giants. Still no Falcon 9. Still no Starship. SpaceX has no competition. Period.

[Jack @jackunheard]

After watching what's happening in France...

I want to TRIPLE ICE funding.

I want thousands of agents:

- In every city
- At the polls
- At the courthouses
- At the border