wvu @wvu_guy1 - Twitter Profile

In $SPCX IPO, on page 154, you'll see why SPACEX valued at $1.75 trillion will go up 300x-400x like $TSLA. Read this: "Our strategy for Terafab is to vertically integrate across design of lithography masks, fabrication of logic and memory chips, design of advanced packaging and rapidly test and iterate in order to improve chip design and performance. With this internal manufacturing capability, we plan to alleviate potential future chip shortages at SpaceX, especially as we develop orbital AI at scale, and design chips that are optimized for the space environment. We expect that our speed and cost advantage from vertical integration will allow us to scale efficiently in AI chip manufacturing." There's only 5 companies that are close to $SPCX: 1. $CRWV — the most direct analog to SpaceX. Backlog hit $99.4B last quarter, up from $66.8B, with inferencing now over 50% of compute usage. 2. $NBIS — the stealth play. Meta committed up to $27B over five years and Microsoft committed up to $19.4B — combined ~$46B in contracted revenue. 3. $ORCL — the enterprise anchor. Oracle's Remaining Performance Obligations reached $523 billion, with OCI growing 68% year over year. 4. $IREN — the sleeper. Landed a five-year $9.7B contract with Microsoft for GPU cloud services at 85% EBITDA margins. 5. $AMZN — already has a multibillion-dollar compute deal with Anthropic, making it the only name with a direct real-world comp to the SpaceX trade. ♻️ RESHARE this post and make 1 comment and I'll DM you my current 1000% play.