
u/smellyfingernail

Bears watching SpaceX go up even though they reposted the “share unlock soon” post for the 80th time this week
Upped my 50k to make 500k bet on SpaceX to reach 300 by January 2028 to $100k to make a million. Now represents 10% of my total port
1058 contracts weighted average 1 dollar per share 290/300 call debit spread expiring jan 2028, easiest one million of my life
Fans following around Arman tsarukyan get distracted when they run into Pantoja
Nvidia takes a $21 Billion dollar stake in SpaceX, over 120 million shares.
Construction of Terafab has begun, land has been cleared as of today.
Betting 50k on SpaceX reaching 300 by January 2028 to make 500k
I put 50k on a 290/300 call debit spread expiring january 2028 for 95 cents a piece, with max profit of 10 dollars per spread. So at 50k my max profit is over 500k, a 10x if spacex more than doubles from here to 300 by january 2028.
This is definitely going to happen. Elon says SpaceX will have 10-15 gw of datacenter compute by end of 2027. Im only assuming 8 gigawatts. at the current monetization on a per gigawatt basis of 50 billion dollars per gigawatt that gets spacex to a 400 billion dollar run rate on JUST the compute sales. Assigning a 10x multiple to this gets you to 4 trillion valuation, which is what spacex needs to get to 300.
This is not at all even accounting for their current cash cow, starlink. With starlink at maybe 30 billion dollar run rate at end of 2027 you only need 370 from compute to get to 400 billion dollar runrate.
This is actually a slam dunk, and I will be increasing my position to probably like 150k to make 1.5 million. This is free money
Semianalysis: SpaceX ARR to reach $100b by end of year, over $300b by end of 2027
This is your last ever chance to buy SpaceX below IPO prices
JP Morgan raises SpaceX target to 240 with an overweight rating after Q2 2026 earnings call, citing extreme vertical integration an $100b in revenues for 2027
thestreet.comTerafab Render - SpaceX will be the only hyperscaler solving their own bottlenecks while the rest sit back and hope production increases on its own
10 Gigawatts of projected compute by end of 2027 - Much greater than what analysts were predicting
Shorts were over 33% of float coming in to earnings day
WordScouts - Created a free/noads browser based solo Word Hunt clone so you can practice without bugging anyone
wordscouts.comThe starlink capability add in 2027 will be 26% higher than 2024,2025, and 2026 combined.
Visual showing how quickly and how much SpaceX will begin collecting in compute/ai revenue in the next few quarters just from published deals
Expect a 3.1x Increase in AI segment revenue quarter over quarter due to the Anthropic deal.
Down 200k on SpaceX, -35.52% on my Roth IRA for 112k, another 80k loss via options in my regular trading account
So my Roth IRA is down 25%, I went and made a few options trades in Robinhood that also went the other way. The first was a 150/160 call I placed a couple weeks ago, that current value is in the second screenshot (down 50k). I placed another 135/145 trade today which is down 30k.