Fayaz
643 posts
Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031 with each carrying 30–50 satellites powered by one GB300-equivalent rack apiece. That could mean millions of accelerators from $NVDA, fabricated by $TSM with $MU & $SKHY supplying the HBM behind each rack.
And people panicked when this first came up, thinking $META had too much compute and was dumping the excess. The offers to rent Meta's compute are so high it might beat using it internally. That's demand so intense that renting it out prints more money than running your own models on it. If that's true for Meta, it's the entire thesis for the neoclouds, companies whose whole business is renting out compute. Mark just told you how valuable that capacity is. He sees it. That's why he wants in. The dip was the gift.
🔥SpaceX $SPCX just emerged from its 25-day IPO quiet period – and Wall Street wasted no time. 15 firms initiated coverage, all with Buy ratings, with price targets ranging from $190 to a Street-high $300 from Morgan Stanley. The broad takeaway: analysts see continued upside driven by SpaceX's leadership in launch services, Starlink's growth, and the company's expanding role in the global space economy.
NEW: iPhone 17 Pro Max buried in America 250’s time capsule until 2276, where future officials will see if it still works.
Sotheby's is auctioning off NVIDIA CEO Jensen Huang's signature black leather jacket. Estimate: $40,000 - $60,000.
