SPACEX is undervalued if it follows the revenue and profit surge of Micron, it will be quickly 10X share price over 12-24 months. SPACEX is 4 Months away from boostings its AI revenue from $1 billion per year in April to $33 billion per year runrate in October 2026. Gigawatts times Billions per GW = …
Elon Musk reached $1.4 trillion in net worth and this is more than the next five richest people in the world. In the age of AI and space 2025, 12 months ago is ancient history. In 2025, SpaceX was making $18.7 billion per year and only had a near monopoly in space payload puttin gup …
Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over …
Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to …
SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus …
My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad …
Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months.… pic.twitter.com/XayxYXWcZ6 — SemiAnalysis (@SemiAnalysis_) June …
SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang …
Why Analysts Are Getting SpaceX Wrong – Most analysts are feeling one part of the elephant understand space but not AI or understand neither – S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot – Many still exclude the new AI contract revenue from 2026 projections – JPMorgan, Morgan Stanley, …
Anthropoic released Claude Fable 5 – A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude …
The AI-Driven Valuation Explosion will go beyond Nvidia $5 Trillion. In May 2026, we have multiple companies valued at $3–6 trillion. We will have $10 trillion companies by the end of 2026 and $50 trillion companies by 2028. NVIDIA (~$5.2T), Alphabet (~$4.6T), Apple (~$4.5T), and Microsoft (~$3.3T), with Amazon close behind at ~$2.9T. This is …
