The market just gave us an interesting contradiction. The reported Tesla-SpaceX merger plan initially sent both names higher. Now the excitement is being tested hard: SpaceX: ~$145, down 9.1% Tesla: ~$375, down 3.1% That reversal matters. Investors initially saw the dream. Now they are starting to price the bill. And I think the real question is much bigger than whether Tesla shareholders get some SpaceX exposure. Would combining Tesla and SpaceX actually create value, or merely combine two enormous capital requirements under one roof? 🔵 THE BULL CASE IS MUCH BETTER THAN “TESLA GETS STARLINK” Think about what a combined Musk ecosystem could theoretically contain: SpaceX: launch + Starlink + satellite infrastructure Tesla: EVs + energy storage + autonomy xAI: models + AI compute Optimus: ph

$SpaceX(SPCX)$  [流泪]  

The indices: Dow up, Nasdaq flat, a split that maps onto earnings week The three indices diverged on Tuesday: the $Dow Jones(.DJI)$ rose 1.02 per cent to 52,495.88; the $S&P 500(.SPX)$ rose 0.28 per cent to 7,712.57; the $NASDAQ(.IXIC)$ was nearly unchanged, closing down 0.02 per cent at 26,424.82. The 10-year Treasury yield settled at 5.12 per cent. The Dow–Nasdaq split tracks the shape of this week's reporting calendar: technology names started spreading risk before the numbers are in, some moving forward, some pulling back. Memory: the CXMT overhang still has not cleared

SpaceX’s AI numbers are impressive, but +830% YoY growth is clearly not a sustainable long-term rate as the base gets larger. The more important question is where growth settles after this initial ramp. I would watch three things: whether AI revenue continues growing faster than the rest of SpaceX, whether the segment can maintain strong margins as compute spending rises, and whether customers generate enough economic value to justify continued AI infrastructure spending. Anthropic’s huge long-term compute commitments reinforce the argument that AI infrastructure demand could remain structurally strong. But they also highlight how capital-intensive this race is. For another valuation re-rating, I think SpaceX needs to show that AI Superintelligence is becoming a durable, profitable growth

$SSPC 20261016 10.0 CALL$ sold call when $Space Exploration Technologies Corp(SPCX)$ was surging. Expired worthless & pocketed the premium

$SpaceX(SPCX)$ has just delivered a set of numbers that could change how investors think about the company. For years, the SpaceX investment story centred on reusable rockets, satellite launches and Starlink’s global internet network. But its latest quarterly results suggest that another business is becoming increasingly important: AI infrastructure. SpaceX reported third-quarter 2026 revenue of $14.58 billion, up 161% year over year. Net income reached $4.4 billion, compared with a loss of $1.1 billion a year earlier. The biggest surprise was its Super Intelligence (SI) segment, which generated $7.56 billion in revenue, an extraordinary 830% increase year over year. For the first time, this segment surpassed both aerospace and connectivity t

$SpaceX(SPCX)$  $Tesla Motors(TSLA)$  $Meta Platforms, Inc.(META)$   Here is what is on deck for SpaceX tonight and what Meta and Tesla will face tomorrow: Key Focus is AI & Infrastructure Spend: SpaceX has ramped up massive AI investments (spending $15.8 billion of its $18.4 billion Q2 capex on AI), with reports that it is seeking up to $40 billion in debt financing to acquire AI infrastructure/chips. Investors want to see if these investments yield sustainable adjusted profitability. Starlink & ARR Targets: Markets are looking for progress toward the target set by Elon Musk to reach a $100 billion+ Annual Recurring Revenue

Can a company be growing rapidly and still disappoint investors? This week offers an interesting test. SpaceX, Meta and Tesla are facing different business challenges, but all three must convince the market that their investments can deliver meaningful financial returns. Ahead of earnings, SpaceX gained 1.32%, Tesla climbed 3.76%, and Meta slipped 0.55%, according to the market snapshot. The contrasting share price movements show how differently investors can view companies heading into earnings, even when each has an ambitious growth story. 🚀 $SpaceX(SPCX)$ : Growth Beyond the Launchpad SpaceX has built its reputation on rocket launches, but Starlink has added another dimension to its business through satellite internet connectivity. The exp

Three companies. Three very different businesses. One question investors cannot ignore: When will massive investments in AI translate into sustainable returns? SpaceX, Meta and Tesla are heading into a crucial earnings period, with investors looking beyond headline revenue and earnings to assess their longer-term growth potential. SpaceX reports its third-quarter results on October 20, followed by Meta and Tesla on October 21. The timing creates an interesting comparison between a space and connectivity business, a digital advertising giant and an electric vehicle manufacturer. Here is what I will be watching. 🚀 1. $SpaceX(SPCX)$ :Can AI Spending Deliver? SpaceX has ambitions extending well beyond rocket launches. Its business includes Starli

The market: Amazon led as QQQ rebounded faster than SPY $Invesco QQQ(QQQ)$ rose 1.21 per cent to US$718.36 on Monday, $SPDR S&P 500 ETF Trust(SPY)$ gained 0.42 per cent to US$766.48, and the $S&P 500(.SPX)$ added 0.41 per cent to 7,690.73. Amazon rose 4.98 per cent, lifting technology and the data-centre supply chain and giving the Nasdaq-100 its best performance in almost a month. The advance went beyond one large-cap rebound. Money spread from Amazon into memory, semiconductors and networking equipment, showing that Friday's selling had cooled. The questions around rates and investment returns remain. Result

Oooooo 🦭🦭✨✨ i am excited to watch the spacex progress!!

Options Puppy | Earnings Season Special | 20 October 2026 🐶 1. Why I Pay Attention to Earnings Season When I look at an earnings calendar, I do not just see three companies preparing to announce their financial results. I see three potential catalysts that could change investors’ expectations, move individual share prices and influence market sentiment. In the earnings calendar you shared, the three companies are: 1. Netflix (NFLX) Entertainment and streaming Investors will focus on subscriber growth, advertising revenue, pricing power and operating margins. 2. SpaceX (SPCX on your calendar) Space launches and satellite communications The key questions concern launch demand, Starlink revenue, capital expenditure and profitability. The SPCX symbol shown in your screenshot should be verified

Strong platform earnings can calm the credit market temporarily, but I think the burden increasingly sits with free cash flow. Revenue growth and AI demand can support confidence, yet creditors ultimately care about whether massive capex translates into sustainable cash generation. If hyperscalers keep increasing AI infrastructure spending while free cash flow deteriorates, strong headline earnings may not be enough to prevent spreads from widening. Conversely, resilient margins and improving free cash flow would show that AI investment is being funded by the underlying business rather than increasingly relying on debt. So I would watch the combination of capex growth, operating cash flow and free cash flow guidance. Earnings can improve sentiment, but cash flow is what makes the AI spend

I would pick Meta. It already has a huge advertising business where AI can translate relatively quickly into better recommendations, targeting and ad conversion. That gives Meta a clearer path from AI investment → engagement/ad performance → revenue. The real question is whether those gains can justify its enormous capex bill. Tesla may ultimately have the larger upside if autonomy and robotaxis work at scale, but the payoff is more dependent on future execution while margins and cash flow remain under pressure. SpaceX is particularly interesting because Starlink can help finance its rapidly expanding AI ambitions, but its AI infrastructure spending is also extremely heavy. So for me: Meta is most likely to prove measurable AI returns first, Tesla has the biggest “if autonomy works” option

After the recent tech selloff, this earnings week arrives at exactly the right moment. SpaceX reports Tuesday, followed by Meta and Tesla. The market already knows these companies can spend enormous amounts of money. Now it wants evidence that those billions are producing returns. My ranking going into earnings: 🥇 META: strongest proof of AI monetisation 🥈 SpaceX: highest upside surprise potential 🥉 TSLA: highest execution risk 🔵 SPACEX: THE FIRST TEST At roughly $145, SpaceX goes first. Consensus is around $12.96B revenue and $0.139 EPS, but those headline numbers are not what I would trade. I am watching: Starlink growth → launch economics → margins → AI infrastructure opportunity. The bull case becomes much stronger if Starlink growth remains powerful while operating leverage improves.

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $SpaceX(SPCX)$, $Tesla Motors(TSLA)$, $Meta Platforms, Inc.(META)$, $Texas Instruments(TXN)$, $IBM(IBM)$ and Western Digital are reporting earnings this week to kick off the final earnings season of 2026. Will investor sentiment still support their forward evaluations spending? Or will reality kick in and fill up the gap to expectations? No doubt the ride is going to be more bumpy as we head into 2027. Concerning news from Paris that a

Revenue growth is impressive. But can it justify the billions being invested in the future? This week’s earnings reports from SpaceX, Meta and Tesla could reveal three very different ways that ambitious technology companies are trying to turn innovation into financial returns. The market isn’t short of big promises. The harder part is determining which investments can build durable businesses, strengthen profits and ultimately reward shareholders. Here’s what makes each company worth watching. 🛰️ 1. SpaceX: Can Starlink Become the Financial Engine? SpaceX’s story goes beyond rocket launches. Starlink’s satellite internet business offers the potential for recurring revenue, while launch operations support the wider space ecosystem. The key question is how efficiently the company can expand.