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, …
What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out …
SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may …
Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion …
Elon and SpaceX are targeting 1000 starship launches in 2028 and 3000 in 2029 and 8000 in 2030. Elon talked about rough general goals for AI data center in space 1 GW next year, 10 GW in 2028, 100 GW in 2029 the plan and rough goals they are working towards. This is aggressive because …
SpaceX and XAI have what all of the hyperscalers and AI giants need. They have ai data centers that have been built with the energy, chips and memory that others are bidding up to get so they can have data centers in 2-4 years. Paying SpaceX lets them make money now. SpaceX also is able …
SpaceX has more annualized cloud revenue than Google and is will run ahead of Amazon AI for AI cloud revenue. SpaceXAI has 20% of all active and completed AI data centers in the past two years. The lead in AI Cloud revenue is a $26 billion runrate from the Anthropic and Google deals. This is …
CEO Blue Origin Dave Limp gives LC-36 updates. Now that they’ve had access to the pad and integration facility they can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower …
Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The …
The Trump administration has most pegged the near term price tag for Golden Dome’s objective architecture at approximately $185 billion. 60% of this will be in space for about 1200 satellites and then scaling to 7500 interceptors and then replacements every five years. Last year, President Trump put forward a $175 billion figure, which he …
