#SpaceX99%ValueFromAI

musk opened his mouth and $SPCX went up 40% in like… one meeting 👀 went from $104 to $146 off a single 29-min call. worth it or not is a different question but the market clearly bought it he said AI revenue in september will beat every other business combined, "not maybe, definitely." stock popped 9.7% that day, hit $149. up 35% off the recent low, shorts got wrecked too, went from 34% down to just 11% but ok let's actually look at the numbers for a sec Q2 revenue was $7.8b which sounds fine until you see capex at $18.3b, so they're spending 2.5x what they bring in. starlink's the only thing actually printing, $4.3b revenue, $1.66b operating profit, but that alone can't cover AI + rockets + starship all burning cash at once he's saying AI = 99% of company value in five years, compute going from 1.4GW to 10GW by year end, pointing to $300-500b annual rev eventually. big vision. meanwhile starship just did test flight 13 and even he admitted recovery "isn't very optimistic." so the actual milestones aren't there yet but the stock's already priced like they are also five batches of unlocks coming: aug 21, two in sept, two in oct, ~7% of float each time. that's a lot of new supply hitting soon price action rn: $146 has been stuck two days, can't clear $149, buyers showing up under $140. $135 was the issue price, break that and we're looking at $125-130. morningstar literally titled a report "rally detached from fundamentals" lol my plan: buy a little dip 140-142, stop 137, target 148-149 if $149 keeps rejecting, small short, stop 152, target 140 if $135 breaks, don't catch the knife, wait for 125-130 my take: hype rallies built on words instead of delivered milestones tend to give back fast, especially with unlocks lined up. under $140 feels way safer than fomo-ing $149 $SPCX $XSPCX

$SPCX Musk spoke, and the stock exploded nearly 40% from its recent low 👀 A single 29-minute call pushed the price from $104 to $146. Whether the valuation makes sense is another question, but the market clearly bought the story. Musk said AI revenue in September will surpass all other businesses combined — “definitely.” The stock jumped 9.7% that day and shorts were squeezed hard. But the numbers deserve attention too. Q2 revenue came in at $7.8B versus $18.3B in capex. Starlink remains the strongest cash generator, while AI, rockets and Starship require massive investment. The long-term AI vision is huge: compute capacity targeting 10GW by year-end and potentially $300–500B in annual revenue. But several major milestones still need to be delivered. ⚠️ Another risk: five upcoming unlock events could release significant new supply into the market. Technically, $146–149 remains key resistance. Buyers are appearing below $140, while $135 is an important level. My view: don’t chase the hype. If $149 keeps rejecting, downside could open toward $140 and potentially $125–130 if $135 breaks. Words can move a stock fast — delivered results have to keep it there. $SPCX $XSPCX #SP500Nears8000 #CPIPPIEaseFedSplit #SandiskLongTermTargets

Musk is turning SpaceX into an AI infrastructure company. He told staff that AI revenue could surpass all other SpaceX revenue combined in September. He also expects AI to account for 99% of the company's value within five years. SpaceX reported $2.56B in Q2 AI revenue, up 247% YoY. But Musk's target is far larger. He says compute could expand from roughly 1.4 GW today to 10 GW by end-2027, more than sevenfold. Using Musk's $30 to $50 per-watt revenue estimate, that would imply $300B to $500B a year. Cloud contracts show demand is not theoretical. Anthropic and Google have agreed to buy access to SpaceX's terrestrial compute capacity. The Google agreement covers roughly 110,000 Nvidia GPUs and $920M in monthly payments from October 2026 through June 2029. But those revenues depend on delivery. If SpaceX misses its Sep 30 GPU commitment, Google can terminate the agreement or accept fewer GPUs at proportionally lower fees after a one-month grace period. After Dec 31, either party can terminate with 90 days' notice. Chip supply is another variable. Musk says SpaceX will build its AI infrastructure exclusively on Nvidia chips, citing Vera Rubin as its preferred architecture. That could simplify the technology stack, but it also increases reliance on one supplier. The broader strategy connects several layers: · Earth-based clusters for training · Starlink for global connectivity · Starship for orbital deployment · Space-based compute for future inference The stack is not equally mature. Today's AI infrastructure revenue is still tied to terrestrial compute, while commercial-scale orbital inference remains in early development and has not been proven. So this is no longer only a rocket or satellite-internet story. It is a test of whether SpaceX can turn compute, connectivity and launch capacity into one scalable AI network. Q2 revenue provides an operating base, but the 10 GW target, $300B to $500B estimate and 99% value claim remain management forecasts. What will decide this story first: customer demand, chip supply or execution? #SpaceX99%ValueFromAI

#SpaceX99%ValueFromAI The claim that almost all of SpaceX's value comes from AI sounds extreme. But the underlying valuation debate is genuinely interesting. SpaceX's 2026 IPO valued the company around $1.77T, and the company has since traded around a much larger valuation at points in the public market. Here's the important distinction: Revenue ≠ valuation contribution. SpaceX's 2025 revenue was about $18.7B. Connectivity/Starlink generated roughly $11.4B, making it by far the largest revenue contributor. Starlink subscribers reached approximately 10.3M by Q1 2026. Yet the market is assigning enormous value to the company's AI ambitions. One CFRA analyst estimated that 71% of SpaceX's ~$2T valuation could be attributed to xAI, despite AI being much smaller than Starlink in current revenue terms. And this isn't just theoretical spending. SpaceX's AI infrastructure investment has become massive. AI capex was approximately $7.72B in Q1 2026, around three-quarters of total company capital spending at the time. Analysts expected roughly $10.2B of AI capex in Q2. Then came the first post-IPO earnings report: Q2 revenue: $7.8B Net loss: $541M Adjusted EBITDA: approximately $3.5B AI capex: roughly $15.8B according to reports. That's the part I find most important. The market isn't simply valuing SpaceX for today's cash flows. It's pricing a future where Starlink + launch infrastructure + AI compute + xAI/Grok become one integrated technology platform. That could be enormously valuable. But it also creates enormous execution risk. My opinion: I wouldn't say “99% of SpaceX's value comes from AI.” I'd say a surprisingly large percentage of its future valuation depends on the market believing its AI ambitions will eventually produce returns that today's financial statements don't yet prove. That's a much more interesting investment question. #OKXOrbitTopics #OKXTraderVoices $FET $TAO

Musk spoke—and the market didn’t just listen. It repriced the entire SpaceX story. 🚀 $SPCX ripped to 149.6 today, closing at 146.15, up 9.65%. From the recent low, it’s now up nearly 40%. And honestly? I sold my long position way too early. Watching this move without the position hurts. 😅 But the bigger story isn’t the price. Musk reportedly said AI revenue could surpass all other SpaceX businesses as soon as next month, while targeting 10 GW of AI computing capacity by the end of next year. If his long-term vision plays out, AI could eventually represent 99% of SpaceX’s value. That changes everything. SpaceX is no longer being valued simply as a rocket and space company. The market is starting to price it as a space + AI infrastructure + computing power giant. And when the valuation framework changes, the entire supply chain gets repriced with it. The catch? The spending is massive. Q2 CapEx reached $18.37B, with roughly $15.8B going into AI infrastructure, versus only $7.8B in revenue. That’s an enormous cash burn—but also a clear signal of how aggressively they’re building. And it’s not just computing power. Chips, memory, storage, optical communication—all of it benefits when AI infrastructure scales. That’s why we saw: $SKHYNIX +9%+ $SNDK +5.76% $MU nearly +5% With SanDisk also holding Investor Day today, the market is watching closely for its AI storage roadmap. The real trade may not be just SpaceX. It may be the entire AI infrastructure chain—from chips → storage → computing → optical connectivity. The market isn’t simply buying AI anymore. It’s repricing the infrastructure required to build it. 🚀📈 $SNDK $SKHYNIX $XAU #马斯克称AI将占SpaceX价值99% #DailyOrbit

🚀 Elon Musk is once again pushing the AI narrative to another level. During a SpaceX all-hands meeting, Musk reportedly said that within five years, AI could represent 99% of SpaceX’s value. His vision goes far beyond rockets. SpaceX is aiming for 10 gigawatts of computing capacity by the end of next year, potentially generating hundreds of billions in annual revenue according to Musk’s projections. The bigger idea is “ground training, space inference”—combining Starship, Starlink and massive AI computing infrastructure into one ecosystem. Rockets would no longer just carry satellites; they could become part of the infrastructure supporting the next generation of AI. What does this mean for crypto? 👇 🤖 AI computing demand is still accelerating. If the 10GW target becomes reality, demand for GPUs, chips and data-center infrastructure could remain extremely strong. Anyone waiting for computing costs to collapse may have to wait longer. 💰 Capital will continue flowing toward AI. AI and DePIN projects could benefit from this narrative, but only projects with real infrastructure and actual usage are likely to stand out. 🔗 AI + crypto are moving closer together. Space-based AI inference and decentralized computing are developing along different paths, but eventually these technologies could converge. Musk’s vision may sound ambitious, but SpaceX, Starlink and Tesla’s AI infrastructure show that he has a stronger track record of turning big ideas into real systems than most speculative projects. For traders, however, this is a long-term narrative, not an overnight trade. The AI industry is still developing, and in my view, the biggest part of the AI-driven market cycle may still be ahead. 🚀 $BTC $ETH $SNDK $TAO $RENDER #AIInfraEarningsWatch #KoreaChipsLeadRebound #SpaceX99%ValueFromAI

$SPCX just showed what happens when the AI narrative changes a company’s valuation model. Musk’s message was clear: AI could become the dominant driver of SpaceX’s value, with massive computing-power expansion ahead. That’s why the move went vertical. But the spending is just as aggressive: huge AI infrastructure capex versus current revenue. And the ripple effect is already visible—SK Hynix, SanDisk, and Micron all surged. #CPIPPIEaseFedSplit #AIInfraEarningsWatch #SpaceX99%ValueFromAI

🔥 99% AI. 1% rockets. And somehow, my short position is sitting right in that 1%. $SPCX has climbed from 108 to 146, up roughly 35%. Meanwhile, my short position is floating around a 300U loss, -1925%. And yes… I’m still holding. Then Elon Musk spoke. At the all-hands meeting, he said AI revenue could surpass all other businesses combined by September. By the end of next year, SpaceX could reach 10 gigawatts of computing power, which he estimates could translate into $300B–$500B in annual revenue. And in five years? AI could account for 99% of SpaceX’s value. 99% AI. 1% rockets. Okay, but let's stop there for a second. What does $500B in annual revenue actually mean? Nvidia generated around $60B in revenue last year. Now an AI business that hasn't even fully commercialized is being projected to reach $500B in annual revenue within five years. That's not ordinary growth. That's a completely different species. But the market clearly believes the story. SPCX went from around 108 to 149, roughly a 40% move, largely fueled by Musk's words and the new AI narrative. And here's the interesting part: A little over a month ago, when SPCX was around 228, the story was mainly rockets and Starlink. Now, around 146, the story is AI and $500B. Same ticker. Completely different story. And that's how powerful narratives can be. You don't always need financial statements to change the market's imagination. Sometimes, one meeting is enough. I'm not here to say Musk is right or wrong. But I do believe one thing: A story can pump a price just as easily as it can destroy one. The story doesn't need to be realized immediately. The market only needs to believe it. But eventually, stories need numbers. I’m still holding my short—not because I don't believe in AI, but because I don't believe $500B appears from a single all-hands meeting. I want to see the financial reports. I want to see the orders. I want to see the actual revenue. Let the numbers speak. He says 99% is AI. I'm still waiting in that 1%. Because stories can pump prices… but you can't eat a story. 😮‍💨 #CPIEasesHikeBets

🔥 99% AI. 1% Rockets. And My Short Is Stuck in That 1%. $SPCX has rallied from 108 to 146, gaining about 35%, while my short position is sitting at a 300U floating loss. I’m still holding. The rally gained momentum after Elon Musk said AI revenue could eventually exceed all of SpaceX’s other businesses combined. He believes the company could reach 10GW of AI computing power by the end of next year, with the potential to generate $300B–$500B in annual AI revenue. He even suggested AI could represent 99% of SpaceX’s value within five years. That’s a bold vision. For perspective, Nvidia generated around $60B in annual revenue last year. Projecting an AI business to reach $500B is an extraordinary expectation. The market clearly embraced the narrative. SPCX surged as investors shifted focus from rockets and Starlink to AI infrastructure. This shows how powerful market narratives can be. Sometimes, a compelling vision is enough to move prices long before the financial results arrive. I’m not saying Musk is right or wrong. I’m simply waiting for the evidence—real revenue, customer demand, and financial results. Stories can drive rallies, but in the long run, numbers decide the outcome. #CPIPPIEaseFedSplit #AIInfraEarningsWatch #SpaceX99%ValueFromAI