SPCX could be raking in so many military contracts it won’t know what to do with them?

Its stock has also skyrocketed to $173!

The Pentagon has launched a “Meridian Plan,” bringing together some of the top minds to study how wars will be fought over the coming decades. Musk is one of them.

What do you call that? This is no longer “a supplier waiting for orders”—it’s “the referee writing the rules.”

When it comes to what weapons the U.S. military buys and how it deploys them, they may be listening to Teacher Ma’s advice.

Could SPCX possibly run short of business? Give me a break.

And some people still think Starlink is just for getting internet to your folks’ place in the countryside?

Just look at the front lines in Ukraine.

Ukrainian forces used drones costing tens of thousands of dollars each, guided entirely by Starlink, to fly 3,000 kilometers and strike an oil refinery in Siberia.

In the past, a strike like that would have taken an intercontinental ballistic missile costing hundreds of millions of dollars.

Now?

It costs just tens of thousands. Tell me you’re not impressed.

When the U.S. military sees that kind of cost-effectiveness, how could it not be envious? How could it not place orders overnight?

And don’t forget, Starlink is about to get upgraded to V3.

When V3 arrives, it won’t just mean faster internet. It could directly create a global surveillance radar network.

The U.S. could see exactly what’s happening anywhere on Earth.

For maintaining America’s position as the world’s top power, this is a strategic weapon that’s absolutely vital!

Would the U.S. really hesitate to spend big on something like this? It’ll probably sell the shirt off its back to funnel orders to SPCX.

The U.S. spends $1.5 trillion a year on its military. Even if SPCX gets just a small slice of that pie, we’re talking contracts worth tens or hundreds of billions of dollars.

And these contracts wouldn’t be one-off deals. Launches, communications, reconnaissance, data relays, missile early warning—the whole space-business chain. Once signed, they’d mean recurring subscription revenue for years.

Of course, let’s not get carried away.

No matter how good the plan looks, it still depends on whether Starship can ramp up capacity on schedule, whether the contracts actually come through, and whether Musk falls out with the Pentagon again.

There are still risks, but the direction really has changed.

While others are still debating whether Starlink is just Wi-Fi, the smart money is already asking whether Starshield could become the U.S. military’s nerves and eyes for the coming decades.

And SPCX is standing right at the gateway.
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