Sea And Earth
46 posts


@mcnair @SJCapitalInvest Could I share the articles with me please?
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Since hearing that @SJCapitalInvest is leaving us I coded a desktop app that read all of this articles. So far it has an asymmetric stock screener, a matrix visualizer and built in gemini pro research prompts.

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@SJCapitalInvest hey, any parting thoughts on using EV/Sales-to-Growth Ratio (EVSG) in addition to just EV/Sales? Now you can calculate a premium/discount score on valuation based on EVSG compared to peers. Example below showing big discount for $lpth

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@SJCapitalInvest @EndicottInvests Congrats on the new gig. Next time you're in LA, Laker tickets on me.
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@SERobinsonJr Where else will they launch from other than Starbase and KSC?
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Did You Know SpaceX plans to have a minimum fleet of 1,000 Starships. It's true! In order to have a thriving colony on Mars, this is what it will take. The Starfactory at Starbase, once completed, is projected to build a Starship every 72 hrs.
📸 by and subscribe to Starbase Surfer (@cnunezimages).

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@JackKuhr The subscription cost varies by country. The average you’re using is probably too high.
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Starlink reported $1.4B of revenue last year, which makes sense and is actually a number I'm sure the SpaceX team is quite happy with
For a software biz, better to look at the growth of subs, rather than historical financials 👇
We estimate:
- Starlink subs will hit 2.5M in 2023 (150% YoY increase)
- Starlink will generate $5B+ of revenue in 2023
This year, for the first time, the majority of SpaceX revenue will come from software, rather than launch
Getting to $12B of Starlink revenue is likely only a couple years away. The total addressable market can support the growth

The Wall Street Journal@WSJ
Starlink still has a long way to go before living up to Elon Musk’s ambitions on.wsj.com/44R2pBD
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Sea And Earth retweetledi

@elonmusk @Teslarati What do you think about the new super small Astra rockets?
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@Teslarati That said, although substantial capital & engineering is required to achieve extreme precision, marginal production cost of the primary structure should actually be *less* than a water tower, because it’s built inside a factory in volume.
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SpaceX wants to build Starships in days with off-the-shelf water tower manufacturing tech teslarati.com/spacex-starshi…
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Sea And Earth retweetledi

$TSLA is at escape velocity. Next 12mo: catalysts galore.
1) Model Y ahead of sched
2) China prod start
3) OTA unleashing HW3
4) S&P inclusion
5) Battery investor day
6) New MS/X
7) Semi production
8) Pickup reveal
Which one are you looking fwd to the most and why? Lmk!
@Tesla
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After @Tesla’s #AutonomyDay for investors I wrote up a summary of thoughts on what I saw at the event, $TSLA stock and short sellers $TSLAQ: hamidshojaee.com/post/184522555…
cc @elonmusk
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