Deethz retweeted
Elon Musk just told the entire world that the AI bubble has popped... buckle up.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Deethz retweeted
Germany just died
🚨 WOW! The CEO of AUDI just came on stage with President Trump to confirm a multi-BILLION dollar auto manufacturing investment in Georgia
"We are planning to bring are biggest and most premium SUVs, and produce them here in MACON, GEORGIA."
CROWD: "TRUMP! TRUMP! TRUMP!"
This is monumental! 🇺🇸
That thing the Democrats and "experts" said was impossible, HAPPENED AGAIN
Trump says construction begins next month. TARIFFS WORK
Deethz retweeted
Democrat James Talarico in his own words:
“Jesus Christ himself was a radical feminist”
“God is non-binary”
“The American flag is such a complicated symbol for most of us”
“Our trans community needs abortion care too”
This guy does not represent Texas
Deethz retweeted
They're starting to realize they can't build a replacement so now they're planning to steal it.
Deethz retweeted
ya so unfortunately it seems humans are pretty dumb and nothing we built is secure, which would be fine if the opposition were humans because again, we are pretty dumb.
but we've gone and invented something smarter than us, which will now surgically tear down everything we've come to know and love.
ggs.
Deethz retweeted
SpaceX is effectively the best neocloud right now...
SpaceX insists on short term leases only, so as long as compute keeps getting scarcer and the compute shortage curve keeps sloping up and to the right, SpaceX can keep raising prices.
On top of that, SpaceX has the best infrastructure buildout capability in the industry and its own compute demand, so it can absorb excess demand at any time. That is why it commands a premium of 2x, and as much as 3x, over competitors like IREN. ($60 billion per GW)
To track Nvidia's revenue, SpaceX is now the company to watch most closely. Until SpaceX ASICs come out of Terafab in 2030, it will devour more Nvidia chips, and more ravenously, than anyone else in the world. Wouldn't SpaceX easily absorb the slowdown in Nvidia chip demand caused by Google and other hyperscalers developing their own ASICs?
Deethz retweeted
JUST IN: Elon Musk's SpaceX $SPCX reports $14.58 billion in revenue for Q3 2026, beating expectations.
Deethz retweeted
BREAKING: SpaceX stock, $SPCX, rises after reporting stronger than expected Q3 2026 revenue.
The company posted $14.6 billion in quarterly revenue.
Deethz retweeted
SpaceX has just released its Q3 earnings results.
Highlights:
• Revenue: $14.58B (+161% YoY; vs. $12.7B est)
• Adjusted EBITDA: $8.81B (+306% YoY)
• Net income (GAAP): $4.40B (vs. $1.05B loss YoY)
• Capex: $19.59B (+185% YoY)
• Starlink subs: 13.6M (+89% YoY)
• Cash & marketable securities: $90B
Revenue by segment:
• Space: $1.77B (+6% YoY)
• Connectivity: $5.25B (+69% YoY)
• SI (formerly AI): $7.56B (+830% YoY)
• 1.7 GW of compute installed
Deethz retweeted
🇭🇺 Hungarian Inventions and Discoveries:
Rubik’s Cube 🧩
Ballpoint pen 🖊️
Vitamin C 💊🍊
Helicopter 🚁
Nuclear chain reaction ⚛️
Digital computing 💻
Automatic gearbox 🚗⚙️
Color television 📺🎨
Transformer technology 🔌
Thermoelectric power generation 🔋
Prezi 💼🖥️
Biro pen 🖊️✍️
Hydrogen bomb theory ☢️
Jet engine ✈️
Eötvös torsion balance ⚖️
Telephone exchange ☎️
Basic principles of holography 📡
Erbium ⚗️
Artificial vitamin production 🧪
Matches 🔥
Holography 🌈
Deethz retweeted
🆕 @michaelnicollsx has started following @woodhaus2
Previously followed by: @cybertruck, @kcoleman, @kate_rouch, @jgebbia, @teslajapan & 25 more
$SPCX
