kente donald @whoa847 - Twitter Profile

whoa847 retweeted

11 days ago

SpaceX has just officially received an investment grade credit rating of Baa1 from Moody's, slightly higher than @Tesla's Baa3 rating. Their reasoning: "SpaceX's Baa1 issuer rating reflects the company's exceptional franchise strength as the world's leading orbital launch provider and operator of the largest low earth orbit satellite broadband network, Starlink. The company benefits from robust and expanding recurring revenue from Starlink, which has become the primary cash flow generator and underpins improving scale, margin expansion, and diversification away from more cyclical launch revenues. Additionally, SpaceX's vertical integration across manufacturing, launch, satellite deployment, and end-customer delivery drives superior cost efficiency and operational velocity that competitors have been unable to replicate. Strategic relevance to the U.S. government, as the primary launch provider for NASA and the Department of Defense, adds demand visibility and long-cycle contract support, while the company's ability to monetize AI compute capacity through third-party arrangements provides additional revenue diversification and downside optionality. The AI segment addresses a large total addressable market across AI infrastructure, consumer and enterprise applications, and digital advertising, and represents significant long-term revenue and earnings upside as the company scales its compute infrastructure, develops its frontier models, and expands enterprise and consumer monetization channels. The company maintains conservative financial policies, alongside strong liquidity and financial flexibility, supported by substantial cash balances and continued access to both equity and debt capital markets."

SawyerMerritt's tweet photo. SpaceX has just officially received an investment grade credit rating of Baa1 from Moody's, slightly higher than @Tesla's Baa3 rating.

Their reasoning: "SpaceX's Baa1 issuer rating reflects the company's exceptional franchise strength as the world's leading orbital launch provider and operator of the largest low earth orbit satellite broadband network, Starlink. The company benefits from robust and expanding recurring revenue from Starlink, which has become the primary cash flow generator and underpins improving scale, margin expansion, and diversification away from more cyclical launch revenues.

Additionally, SpaceX's vertical integration across manufacturing, launch, satellite deployment, and end-customer delivery drives superior cost efficiency and operational velocity that competitors have been unable to replicate. Strategic relevance to the U.S. government, as the primary launch provider for NASA and the Department of Defense, adds demand visibility and long-cycle contract support, while the company's ability to monetize AI compute capacity through third-party arrangements provides additional revenue diversification and downside optionality. The AI segment addresses a large total addressable market across AI infrastructure, consumer and enterprise applications, and digital advertising, and represents significant long-term revenue and earnings upside as the company scales its compute infrastructure, develops its frontier models, and expands enterprise and consumer monetization channels.

The company maintains conservative financial policies, alongside strong liquidity and financial flexibility, supported by substantial cash balances and continued access to both equity and debt capital markets."

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kente donald @whoa847

22 days ago

@HardTime700 @Thechat101 His flow be ridiculous and some people just relate to the shit he be saying mostly ex/current gang members and drug dealers nothing super lyrical or special unless you come from that then it hit you sort of like how the dope fiends and crack babies love future.

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kente donald @whoa847

about 1 month ago

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whoa847 retweeted

Alex Caruso

@AlexCaruso

2 months ago

Play of the Day. VJ Edgecomb Under 3.5 Assists 50❤️ and I’ll drop NBA Play #3 Edgecomb is Under in 2/2 this series with Joel Embiid and his usage has been TERRIBLE with the big 3 Going for 6 or LESS potential assists now in SIX STRAIGHT with Embiid/Maxey/PG which is AWFUL for Edgecomb As he is Under in 9/10 with his ONLY OVER being 4 assists in games with 6 or less potentials with the big 3 Making it tough for him especially as a rookie in an elimination game the usage is going more to stars than usual and not him Best Line: -137 DraftKings