Ok listen carefully, I am giving you guys extra alpha about $SPCX that nobody’s connecting: the AI / SI race isn’t about chips anymore. It’s about latency. Every query you send today travels through roughly a dozen network hops — your phone, the carrier, undersea cables, firewalls, load balancers — before it reaches a GPU cluster and comes back. That’s why AI feels slow. Not because the model is dumb. Because the road is long. Now imagine the road is short. Starlink satellites orbit at 550 km. Light takes about 2 milliseconds to reach them. No undersea cables. No ground stations in between. Just you, the sky, and compute. SpaceX isn’t building a satellite internet company. It’s building the shortest path between human thought and machine intelligence. The company that owns the sky owns the latency layer — and latency is the new oil. The multi-planetary thesis was always the headline. The boring, profitable part is this: whoever controls orbital compute controls the speed of the future. This is not a software moat. Without Starship-class launch cadence, no one else can put this much compute this close to the user.

Tesla $TSLA Q3 2026 earnings highlights Revenue: $28.05 billion Non-GAAP EPS: $0.48 GAAP net income: $787 million ($0.22 per share) Gross margin: 19.6% Operating income: $718 million Operating margin: 2.6% Free cash flow: $1.53 billion Capex: $4.73 billion Cash and investments: $45.4 billion Vehicle deliveries: 486,532 Vehicle production: 464,391 Energy storage deployed: 13.7 GWh Bitcoin unrealized gain: $288 million Regulatory credits: $113 million

Tomorrow $SPCX unlock will be another nothing burger

I am glad more and more ppl started to understand $SPCX Welcome to the team Steven 🚀🚀🫡

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.

⬆️Just in : Citi Raised $SPCX PT From $200 to $240 Adj. EBITDA beat Citi’s already-above-consensus estimate by ~$1.5B, with ~$0.9B from the AI/Super Intelligence segment. Management guided 1Q27 revenue at $33-37B versus roughly $23B consensus. Citi sharply lifted 2027 EPS to $3.25 from $2.14. Management also noted a possible Tesla tie-up and confirmed Starship Flight 15 will test the “chopsticks” catch of the second stage — a key step toward the firm’s $900 plus long-term valuation view.

During the $SPCX earnings call today, Elon mentioned : “I am not saying this will happen, it is not impossible that we will have a six-month payback period for compute next year.” Most investors still don’t get why SpaceX structures its SI data center rental contracts at just 90 days. It’s not a bug — it’s the whole thesis. Short contracts give Grok and the Bots room to flex compute up or down as usage scales. And because Elon and the team are convinced demand keeps climbing for at least the next two to three years, they don’t need to lock in long-term rates. They rent short, reprice constantly, and push rents higher every cycle. That’s the mechanism behind the six-month payback. You’re not betting on one fixed contract — you’re compounding on a market where the floor keeps rising.

Awakening moment started. $SPCX

Now listen carefully! Here’s the true $SPCX Alpha for you guys - Trailing PE off Q3 is about 105. - Switch to the CFO’s Q1 guide and you’re looking at around 47 to 50 forward PE - EBITDA’s ripping along at over 300% growth, so yeah , SpaceX is extremely undervalued now.

Many people think $SPCX was fucking overvalued when IPO because it was 120X P/S ratio Now we are at 2X P/S ratio 2028. Oh yes, IPO was 4 months ago, ONLY Let that sink in.

Wall Street analysts are working overnight to revise $SPCX price targets higher, I can feel it 😂😂😂

SpaceX $SPCX Grok Bot launched in August. CFO @BretWJ said paid weekly users reached 800K earlier this month — more than double the roughly 418K reported in mid-September. @elonmusk called it the fastest-growing product he’s ever seen, with per-user usage rising rather than declining. Enterprise rollout is coming within weeks.

I personally think @elonmusk delivered the best earnings call ever today! $SPCX COO @Gwynne_Shotwell provided extremely detailed information on all business lines. CFO @BretWJ clearly outlined the capital spending efficiency plans and even issued 2027 Q1 guidance. This gave investors a lot of confidence. Seriously, I am so impressed 💪🏻

My $SPCX prediction from September now doesn’t sounds too crazy huh?

I gave out too much $SPCX alpha 😂😂

If you think $SPCX Q3 earnings is insane, wait til Q4 and 2027. That’s when the real fucking game started. Bookmark this for feature visit.