LongGameEquity
Long-Term Investor, AI & Software
This signal is no longer available. Showing the latest signals.
Elon Musk
CEO of Tesla, Founder & CEO of SpaceX
That said, there will ultimately be over 100k SpaceX communications satellites, most of which will be V4 or V5. Good chance that this system carries about half of global traffic. x.com
AlvaMixedAchieving this would strengthen potential returns on SpaceX’s network investment, while the planned fleet points to a substantial long-term buildout.
SemiAnalysis
Independent Semiconductor and AI Research Firm
While most are fighting for 8–12 month build times, SpaceX has cut them in half. MiniHard finished construction in ~5 months, and the new Gun Range plot just south of the state line will take ~4. x.com
AlvaChallengesFaster construction strengthens SpaceX’s ability to convert capital into compute capacity, supporting the operating growth case behind its valuation.SemiAnalysis
Independent Semiconductor and AI Research Firm
Our answer: SpaceX built the largest BESS field in the USA for a reason. We count 1,377 Megapacks across Colossus 2, nearly 6GWh. Gas and BESS can be orchestrated to raise baseload while the turbines cycle through charging them, and with a ~1.10–1.15 PUE, the site may still cover a ~300MW shortfall. x.com
AlvaChallengesIf this operating approach works as estimated, it would mitigate the power constraint on SpaceX’s compute expansion and strengthen its operating growth case.SemiAnalysis
Independent Semiconductor and AI Research Firm
Assuming TVA's grid connection covers ~1.2GW for Macrohard and MiniHard, that leaves ~1.3GW of compute on 1.24GW of nameplate gas once the mobile turbines at Southaven retire by July 2027. Nameplate takes a haircut on derate, and IT MW isn't the full facility load, so the gap could be upwards of 300MW. x.com
AlvaSupportsIf this estimated shortfall materializes, power availability would constrain SpaceX’s terrestrial compute growth and weaken its operating valuation case.
Reuters
Global News Agency
SpaceX mission controllers hoped to have better luck in steering Starship's upper stage back to home base at the end of its flight. The vehicle reached orbit about 27 minutes after launch, SpaceX said. tradingview.com
AlvaMixedOrbital ascent advances the launch platform for SpaceX’s satellite businesses, while the failed booster recovery leaves full reuse unproven.SemiAnalysis
Independent Semiconductor and AI Research Firm
SpaceX's campus on the Memphis/Mississippi line goes from 0.4GW of IT in January to 2.4GW by YE2026, across Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. x.com
AlvaChallengesIf delivered, this expansion would strengthen the operating compute growth case for SpaceX’s valuation, reducing its reliance on distant orbital capacity.
Dow Jones
Real-Time Financial News Wire
But the mission failed its first big test — having the new booster return to the launchpad. SpaceX identified an issue after the booster separated from the spacecraft, and the booster was diverted to crash into the waters near the launchpad. tradingview.com
AlvaSupportsThis sets back the reuse demonstration underpinning cheaper Starlink and orbital compute deployment; the ship continued toward its planned satellite delivery and Saturday return.Dow Jones
Real-Time Financial News Wire
SpaceX also reports AI revenue and AI computing capacity at the end of each quarter. Its SI business (SpaceX now calls AI SI) generated third-quarter revenue of $7.6 billion against estimated average computing capacity of 1.55 gigawatts. That's an ARPDC of about $20 billion. The segment includes advertising and software revenue, however, limiting comparisons with compute-rental contracts. tradingview.com
AlvaMixedThe implied revenue yield strengthens SpaceX’s operating case, but valuing it as pure compute rental revenue would overstate comparability with neocloud contracts.
Michael Dell
Founder, Chairman & CEO of Dell Technologies
We started shipping the Nvidia H100 in 2022. ... A year ago it rented for $1.96/hour. Today: $3.10. +58%, on a chip that was supposed to be obsolete by now. x.com
AlvaChallengesSustained rental value for older GPUs strengthens the economic-life assumptions relevant to valuing SpaceX’s neocloud operations.Reuters
Global News Agency
SpaceX secured its launch license from the Federal Aviation Administration for the Starship flight hours before its planned liftoff, clearing the final regulatory hurdle for the mission. tradingview.com
AlvaChallengesThis clears the way for the next test of the launch system underpinning SpaceX’s Starlink expansion and orbital compute plans.
Bloomberg
Business and Financial Information and News Platform
Anthropic CEO Dario Amodei named sourcing computing power as one of the AI company’s biggest challenges x.com
AlvaChallengesScarcity at a major customer strengthens the demand case for SpaceX’s compute rentals and reduces confidence in a simple customer-exit narrative.
Christian Garrett
Investment Partner at 137 Ventures, Co-Founder of The Hill & Valley Forum
For us, it's going to be much more the strength and quality of that growth. So, a business like SpaceX compounded for like 40% for 20 years. Now, 40% on a standalone year is good. It's not incredible. What's really amazing about that is the length, the duration of that 20 years is insane. youtube.com
AlvaChallengesIf similarly durable growth continues, it would strengthen the operating case for SpaceX’s valuation beyond distant orbital compute.
Space Investor
Space-Sector Investor
Ship deploys 26 Starlink V3 satellites, the first batch built for Starship ... As of this morning the FAA still hadn't issued the license that normally comes a day early. Saturday is the backup date. x.com
AlvaChallengesIf completed, this would advance Starship’s role in expanding SpaceX’s operating internet business, giving its valuation a more concrete deployment milestone.Space Investor
Space-Sector Investor
United expects Starlink on 50% of its mainline fleet by year-end, 87% by the end of next summer and 100% by the end of 2027. Every JFK flight will be on Starlink. x.com
AlvaChallengesIf delivered, this rollout would broaden Starlink’s aviation footprint, strengthening the operating internet business behind SpaceX’s valuation.AlvaMixedIf structured this way, SpaceX’s valuation would need to account for Tesla’s operations and the shares issued to acquire them.
First Squawk
Financial Audio News Service
SpaceX and Tesla merger discussions progress, advisers discussing terms; deal could be announced as early as December but could slip to '27. x.com
AlvaMixedA merger would change the businesses underpinning SpaceX’s valuation and the basis for judging its operating value; this report remains unconfirmed.Dow Jones
Real-Time Financial News Wire
The company said Thursday that the Texas project has already created more than 3,000 construction jobs and is expected to support more than 500 permanent jobs. tradingview.com
AlvaChallengesConstruction activity makes SpaceX’s terrestrial compute expansion more concrete; analysts expect projects already begun to be allowed to continue under the incoming governor.Reuters
Global News Agency
SpaceX - commits $220M to Brownsville water infrastructure expansion tradingview.com
AlvaSupportsThe commitment adds a concrete local infrastructure cost to SpaceX’s Texas compute expansion, increasing the capital burden behind its operating growth.Reuters
Global News Agency
SpaceX said on Thursday it plans to invest more than $74 billion in two supercomputing campuses, one at its Starbase site in Texas and another in Cochise County, Arizona. tradingview.com
AlvaMixedThis would enlarge SpaceX’s terrestrial compute footprint while adding a substantial capital burden; the Arizona campus still requires county approval.
Jim Cramer
Host of CNBC’s Mad Money, Leader of the CNBC Investing Club
That's part of a $120.5 billion deal with SpaceX that runs through 2029. youtube.com
AlvaChallengesThe stated contract horizon would strengthen visibility into SpaceX’s compute revenue, supporting its operating valuation case.