Loyalty deserves loyalty

Sacramento, CA
Joined October 2026
Foolish Democrats, they are killing our next generation.
Talarico would vote to take away your kids and transition them, not just in Texas, but nationwide. Pure evil.
17
I can tell you exactly what will happen if Democrats regain power: They will use your money to fly deported illegal aliens back to America and pay them settlements. They will re-open our borders and ship millions of foreign people to any community they want. And they won't stop until America becomes an unrecognizable country.
2,232
7,773
317
37,287
716,981
Note that SpaceX is currently only $160.
BREAKING: JPMorgan more than doubles SpaceX price target to $500. J.P. Morgan raised its December 2027 price target from $240 to $500 following Q3 2026 earnings, maintaining its Overweight rating. Here’s the full breakdown of the note: • AI computing capacity: SpaceX ended Q3 with 1.7 GW, expects 2.2 GW by late October and targets 2.5–3.0 GW by year-end. J.P. Morgan models 2.8 GW. • GPU deployment: SpaceX is adding roughly 200,000 GPUs per month, or approximately 600,000 during Q4, with each drawing around 2 kW. • Bigger 2027 ambitions: Management expects to add approximately 10 GW of computing capacity next year, reaching around 13 GW by year-end, above earlier expectations of 5–10 GW. J.P. Morgan takes a more conservative view at 10.1 GW. • Power and cooling: SpaceX targets 20 GW of supporting infrastructure by the end of 2027. • Rocket engineering meets energy: SpaceX is using its rocket metallurgy and casting capabilities to manufacture gas-turbine blades and vanes in-house, helping bypass industry supply delays of 12–18 months. • Faster data center construction: The company is pursuing prefabricated computing, power and cooling units, alongside solar and wind projects. • Starlink keeps growing: Consumer subscribers reached 13.6 million, adding 1.6 million during the quarter. Average monthly revenue per consumer increased approximately 5% to $69. • Starlink Mobile: An early 2028 launch remains on schedule, supported by the agreement to acquire Grain’s spectrum in the 800 MHz band, alongside EchoStar’s S-band licenses. • Mobile network strategy: The design expects 85–93% of traffic to use Wi-Fi, supplemented by compact radios at existing subscriber sites that connect through satellites. J.P. Morgan believes conventional cell towers will eventually be needed to compete directly with established carriers. • Starship’s next milestone: SpaceX plans to attempt tower catches of both Super Heavy and the upper-stage Ship. After three successful booster catches, catching Ship would be a historic first and a critical step toward full vehicle reusability. • Potential Tesla combination: Special committees at both companies are evaluating a possible business combination. Terafab, Megapack deployments and shared AI engineering provide existing connections. • Merger hurdles: J.P. Morgan highlights regulatory approval and Tesla shareholder approval as major challenges, particularly given Tesla’s wholly owned manufacturing operations in China and SpaceX’s U.S. defense ties. • Investment is accelerating: Q4 capital spending guidance increased to $35–$40 billion, compared with J.P. Morgan’s previous $19 billion estimate. The note puts full-year 2026 spending at $87.2 billion and models $294.6 billion for 2027. • Funding the expansion: Management says it is not considering raising public equity. Funding is expected to come from substantial available borrowing facilities and growing operating cash flow. • Cash flow outlook: J.P. Morgan forecasts operating cash flow of $38.9 billion in 2026, $213 billion in 2027 and $358 billion in 2028. • Valuation: The $500 target reflects roughly 20 times J.P. Morgan’s projected 2028 GAAP earnings of $24.41 per share.
5
🚨 BREAKING: Democrats are plotting to go after Elon Musk, and Laura Ingraham just exposed exactly why. Elon gave $276 million to help Republicans in the third quarter alone. Now Democrats want to dig into Starlink's contracts and Tesla's clean energy subsidies. These are the same people who took hundreds of millions from George and Alex Soros and Reid Hoffman. Ingraham nailed it: "This is designed not just to punish Elon but also... to deter any future billionaire from helping Republicans." Elon built SpaceX, Starlink and Tesla, saved free speech, and put his own money on the line for this country. Democrats want to make him pay for it.
348
2,574
94
8,081
133,305
🤔🤔🤔 Too excited to sleep
Replying to @spcxGOD
Praying SpaceX will reach 168-173 tomorrow.
2
19
SpaceX just dropped Q3. $14.6B revenue. Up 161% in a year. $4.4B net income. A year ago they were in the red. Super Intelligence did $7.6B. Bigger than Starlink this quarter. Starlink still at 13.6M customers. 12,000 planes already signed up. They're guiding $35–40B of Capex in Q4 alone. Compute from 1.7GW now to 2.5–3GW by year end. Flight 15 next month. Trying to catch both the booster and the ship. Wild time to be watching a rocket company do this 🚀 以下是具体报告: • 总收入:145.8 亿美元,年比增长 161%(从 55.8 亿),季比增长 87%(从 78.1 亿)。 • 调整后 EBITDA:88.1 亿美元,年比增长 306%(从 21.7 亿),季比增长 149%(从 35.4 亿)。 • 总资本支出:195.9 亿美元,年比增长 185%(从 68.8 亿),季比增长 7%(从 183.7 亿),主要由 SI 基础设施投资驱动。 • 第四季度资本支出指引:预计 350–400 亿美元,因加速 SI 算力部署。 • 净收入:44.0 亿美元(一年前为 10.5 亿美元净亏损)。 • 营运收入:27.9 亿美元(一年前亏损 2.73 亿,第二季度亏损 1.43 亿)。 • 2027 年第一季度收入指引:330–370 亿美元。 • 年化收入目标:仍按计划在 2026 年底(按 12 月运行率)达到约 1000 亿美元年化收入。 • Elon 对 2027 年的展望(非正式指引):年底经常性收入有可能落在 5000 亿至 1 万亿美元区间。 • 订单积压:截至 9 月 30 日约 630 亿美元,含约 175 亿美元递延收入;约 420 亿美元预计未来 12 个月内确认。 • 太空收入:17.7 亿美元,年比增长 6%。 • 连网收入:52.5 亿美元,年比增长 69%,季比增长 22%;其中消费者 31.2 亿(+57%),企业与政府 21.3 亿(+91%)。 • 连网营运收入:23.7 亿美元,年比增长 99%,季比增长 43%。 • Starlink 订户:1360 万,年比增长 89%;消费者 ARPU 从第二季度 66 美元/月升至 69 美元/月。 • 超级智能(SI)收入:75.6 亿美元,年比增长 830%,季比增长 195%。 • SI 营运收入:正的 4.31 亿美元(一年前亏损 17.2 亿,第二季度亏损 12.6 亿)。 • SI 调整后 EBITDA:正的 49.5 亿美元(一年前亏损 4.28 亿,第二季度为 11.5 亿)。 • SI 资本支出:164.4 亿美元,约占当季总 Capex 的 84%。 • 云端服务协议:第三季度另签协议;不含 Cursor 的 SI 方案与基础设施收入季比增长约 192%。 • SI 算力经济性:新部署容量在当前定价下回收期不到 12 个月;单价略高于此前讨论的每瓦 30–50 美元区间。 • Cursor 收入:8 月 14 日至 9 月 30 日贡献约 6.08 亿美元。 • Grok Bot:10 月初约 80 万付费周活跃用户,较上月翻倍以上;企业版预计数周内推出。 • 现金、约当现金及可供出售证券:季度末约 900 亿美元(纯现金约 513 亿;约 900 亿是含可售证券的口径)。 • 营运现金流:2026 年前九个月约 131 亿美元,较 2025 年同期的 41.2 亿增长约 218%。 • Starship 第 15 次飞行:目标 2026 年 11 月,计划尝试同时塔架回收 booster 与 ship(是否成功以飞行结果为准)。 • 国家安全发射:额外锁定 18 项国安太空发射任务。 • Starlink 航空:截至 9 月 30 日逾 3800 架飞机已装;约 1.2 万架已签服务合约,约占可用商用机队近四分之一。 • Starlink 行动:第三季度末逾 2200 万月活跃用户,季比增长 37%。 • Starlink 美国行动:计划整合频谱收购,目标约 2028 年初扩展服务,成为美国主要行动运营商之一。 • SI 算力:名牌容量约 1.7 GW(第二季度 1.4 GW,一年前 0.6 GW);10 月底目标约 2.2 GW;2026 年底目标 2.5–3 GW。 • 2027 年算力:Elon 预计至少新增 10 GW,总量可能到约 13 GW 或更多;他表示年底超过 20+ GW 活跃 SI 算力有小概率。 • GPU:每月约上线 20–22 万颗 NVIDIA GB300,并计划维持或加快。 • Nvidia Vera Rubin:2027 年扩张主要依赖该架构;计划 2027 年第二季度末上线约 44 万颗 Vera Rubin 的训练集群。 • 奥斯汀研究晶片厂:目标 2027 年 5–6 月首批功能测试晶片。 • Terafab:目标约 2028 年第三或第四季度于 Gibbons Creek 进入潜在大规模晶片生产。
2
131
This fool
I'm British and I think it's fair to say WE ALL think Elon Musk is a cunt
1
17
🚨 NOW: President Trump just WALKED OUT in North Carolina to God Bless the USA, sporting a white "USA" hat 🇺🇸 I am seeing a LOT of young patriots behind him! 🔥 "I said, do I need a coat? They said, it's marginal, sir. I'd rather not wear one...we're all men, we're all women, there's only two of us, right!" 🤣 He had Air Force One fly RIGHT OVER their heads
45
339
11
1,738
75,711
I just voted Republican all down that ballot. I may not be feeling the current GOP but I ain't voting for crazy socialist and amnesty
4,891
8,520
544
69,389
616,633
The earnings call was excellent; SpaceX's organizers were far superior to Tesla's. Just thinking about CyberCAB's launch makes me angry.
Elon Musk on a possible SpaceX–Tesla merger: "Do I think it would be a good idea? Yes" Both SpaceX and Tesla have formed special committees of independent directors to discuss the idea, at the request of shareholders Because he's a conflicted party, Elon can't take part in those discussions "Some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it" "The special committees have not reached agreement on the terms of any transaction. And obviously there's no guarantee that they will" On the Tesla side, it would need a 50% vote of all shares, not just those who vote. That's a high hurdle So why does Elon support it? "I do think there's a lot of merit to combining the companies as we are pretty much in the super intelligence singularity" "There's a lot to be gained from cooperating on developing super intelligence software, chip design, the Terafab, obviously robotics, mass to orbit with the Starmind constellation. Connectivity" Next, the special committees of both companies have to agree on terms, and then it goes to a shareholder vote
8
Kevin retweeted
As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible
4,444
6,929
991
88,030
6,309,247
The Democratic Party has consistently favored this kind of brainwashing propaganda that distorts the facts.
This is what indoctrination of our kids in America looks like A public school classroom has the Democrat states on one side saying this is the good side and the Republican states on the other side as the bad side Democrat: YES! Republican: NO! This is at a school in the Jackson Public Schools district in Jackson, Mississippi We have to stop this mass liberal indoctrination. These teachers need to be fired
2
9
Elon is so focused on humanity and dreams that he doesn't even have time to style his incredibly cool hair. Elon is our Superman. 😂😂😂
3
41
SpaceX reports Q3 after the close today Analyst estimates: • $12.89B revenue • $6.4B from AI • $4.9B from Starlink AI is expected to bring in more than Starlink.... At a rocket company 😂
SPACEX EARNINGS COME OUT TODAY AFTER CLOSE ANALYST ESTIMATES REVENUE -> $12.89 BILLION ( UP 65% QoQ ) EPS -> $0.14 (-$0.09 LAST QUARTER ) AI REV -> $6.4 BILLION ( UP 150% QoQ ) STARLINK REV -> $4.9 BILLION ( UP 14% QoQ ) STARLINK SUBS -> 14.3 MILLION ( UP 19% QoQ ) $SPCX
1
16
Thanks to Republicans, a family earning less than $73,000 a year now pays ZERO dollars in federal income tax. Every single Democrat voted against that. Thanks to Republicans, the Child Tax Credit was raised to $2,200 per child and the increase is permanent. Every single Democrat voted against that. Thanks to Republicans. every American child born since January 2025 got $1,000 in seed money for their own Trump investment accounts. Every single Democrat voted against that. While President Trump and Republicans delivered the largest tax relief for working families in a generation, Democrats sabotaged the working class. Vote Republican on November 3 to save working families.
199
1,386
36
3,625
105,361
Elon's businesses have made America great again. Elon's kindness extends to all American children. Elon focuses on the development of humanity and the universe. He doesn't have luxury yachts, huge castles, or a life of extravagance, yet you still slander him. You are not a good person; your eyes are blinded.
Elon Musk is trying to buy this Senate seat in Texas. He wants our land, he wants our water, and he wants his own personal U.S. senator. He’s trying to buy Texas. But on November 3rd, we’ll deliver a clear message to the world’s first trillionaire: Texas is not for sale.
2
20
I see no beauty in it.
Democrats dancing at the ‘No Kings’ protest. This is what Mental Retardation looks like.
4
🚨 BREAKING: House Democrats are already plotting to drag ELON MUSK through a gauntlet of investigations if they win the House — POLITICO WEAPONIZATION is WHO THEY ARE. Vote red to prevent this! Multiple committees, including Foreign Affairs, Oversight, and Science, are reportedly eyeing probes into everything from DOGE to Ukraine Translation: Elon spent his money backing Republicans, and now Democrats want revenge, they want to do persecute him They hate western civilization. TAKE NOTE AND VOTE TO STOP IT 🇺🇸
431
1,693
99
5,836
103,393
Now you know who you voted for, right?
The fate of Texas and America is at stake. Vote for @KenPaxtonTX today.
1
15