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Elon Musk says “~90% of $SPCX revenue this year will be commercial” with government revenue falling below 5% in Q4.

Starlink has changed the mix so much that SpaceX really looks more like a connectivity platform rather than a government launch business.

$SPCX just launched USSF-385 on B1100 which is the 100th Falcon 9 Block 5 booster SpaceX has built.

The mission is carrying a classified Space Force payload but the thick fog at Vandenberg made the launch clip look incredible.

$NVDA is surging after hours as Elon Musk says $SPCX is on track to bring ~200K GB300 GPUs online every month through year-end.

That's ~600K GPUs in Q4 from SpaceX alone with another 440K-GPU Vera Rubin cluster planned by mid-2027.

Elon Musk just said combining $SPCX and $TSLA has "a lot of merits" and that he personally thinks it's a good idea.

He also confirmed that special committees are discussing a potential merger at shareholders request.

$NBIS : $SPCX Earnings Call Incredibly Bullish for Ai Infrastructure Buildout🔥

Elon Musk just delivered one of the strongest validations of the neocloud thesis yet on today’s SpaceX earnings call.

Direct quotes from Elon:

“We are also frankly hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute. So we could rent out our compute several times over if we said yes to everyone.”

“I don’t think we’re going to have a demand issue here. And like, it’s not impossible… that we will have a six-month payback period for compute next year.”

“Our belief is that the value of compute per watt will increase over time, not decrease. And the reason for that, I think it should be obvious to people really, is that as you improve the AI software, as the models get better and better, they’re able to get more useful intelligence per watt. And the value of that compute is proportionate to the useful intelligence per watt. And that’s why you see things like even old computers like H100s renting for more than they rented when they were new…and I think that’s likely to continue. I think we’re going to face a shortage of superintelligence compute. And that shortage is going to remain for a long time...”

Why this is bullish for Nebius $NBIS:

• Rising value per watt (even for older GPUs) supports sustained strong pricing and high utilization for AI cloud capacity.

• Explicit long-term shortage of superintelligence compute means there’s structural demand for elite Ai Infra providers like Nebius who can deliver and the Ai compute market will be supply-constrained for a long long time.

$NBIS : Long Game

$SPCX Starlink has tripled its subscriber base in less than two years and Elon Musk expects bandwidth demand to grow 1,000x over the next 5 years.

That helps explain why SpaceX is pushing to increase Starship launches and deploy more powerful satellites.

$SPCX just keeps ripping and is now up more than 9% 😳

Raymond James just laid out a pretty wild $SPCX "Dirt to Orbit" model where 8 GW of terrestrial AI capacity could generate ~$30B in annual FCF from 2028–2031 to help fund orbital data centers.

The financing structure is pretty interesting because partners would cover ~60% of each GW reducing SpaceX's upfront investment to ~$15B per GW while potentially generating a 32% IRR from its AI compute business.

Cathie Wood's ARK Invest shared estimates showing $TSLA Cybercab could cost ~40% less per mile than $GOOGL Waymo's Ioniq 5 by 2031 largely due to lower depreciation from Tesla's purpose-built camera-based design.

That could give Tesla room to offer cheaper rides or earn much higher margins at the same fare.

$AVGO Perhpas a bull flag but..

we need to adjust our 'generational buy' level first to 290-300 zone, confluent support. Lets test and bounce for good. Overall Sentiment of the whole market supports this too.

Either way will now be bullish only above 370 when both SMA50 and EMA55 on weekly is broken and candle closed above with!!

$META 'S PROMETHEUS AI SUPERCLUSTER NOW CONNECTS HUNDREDS OF THOUSANDS OF NVIDIA GPUS, WITH 1 MILLION PLANNED

Meta has completed the first phase of its gigawatt-scale Prometheus supercluster in Ohio, which was used to train its latest Muse Wonder AI models.

The system combines NVIDIA $NVDA GB200 and GB300 NVL72 platforms across multiple interconnected buildings, operating as a single large-scale training system.

Meta says it has reduced training interruptions by 99% from their peak, following extensive engineering work with NVIDIA on hardware reliability, networking and firmware.

The company reported more than 85% productive training time for Muse Wonder pretraining and over 90% for reinforcement learning.

Meta plans to expand the cluster further with NVIDIA's next-generation Vera Rubin systems, continuing its buildout of infrastructure for frontier AI models.

Source: Meta Engineering.

$SPCX launch costs are projected to fall ~70% to $354 per kg by 2031 as reusable rockets scale and launch frequency increases.

Thats huge for SpaceX as it benefits on both sides by launching its own Starlink satellites at lower costs while earning higher margins on commercial launches.

Cathie Wood just laid out her 2031 bull case for $TSLA at $5,000 per share which would put Tesla at a massive $20T market cap.

Her forecast assumes Tesla can scale to 10M robotaxis generating ~$900B in ride-hailing revenue while selling 1.2M Optimus robots for another ~$250B.

President Trump just thanked Elon Musk for pledging to donate one $SPCX share to every American child through Trump Accounts.

The move would give millions of children a direct stake in SpaceX through the new investment program.

$NVDA CEO Jensen Huang just announced planned investments in Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace alongside a new agreement with Germany's government to develop physical AI models.

Nvidia is clearly looking to establish its platform across industrial AI.

Anthropic is reportedly in talks for another 460 MW at Nscale's Monarch campus after already signing a $45B 6-year deal for the first 460 MW.

That original deal works out to ~$16M in annual revenue per MW and with $GOOGL and $MSFT reportedly also pursuing the same site before Anthropic signed you can see how competition for large-scale AI compute clearly remains intense.

$CRWV , $NBIS , and $IREN crashed 25% last week.

Meanwhile, Nebius CEO Arkady Volozh sees a completely different picture:

“Demand significantly exceeds supply. You can sell everything you build. And the gap is widening.”

And that growing imbalance is driving prices higher.

Look at the economics:

• AI compute contracts that previously generated $10–15M in annual revenue per MW are now averaging $20–25M.

• Some short-term contracts have reached $40–50M per MW annually.

And prices are expected to climb even further.

According to Arkady, this supply-demand imbalance will continue to widen for at least another 18–24 months.

If AI continues to deliver increasing economic value across industries, this imbalance could persist for years beyond that.

Neocloud stocks have collapsed, but their investment thesis hasn’t deteriorated.

It’s gotten STRONGER.

Demand is accelerating. Supply can’t keep up. Pricing power is increasing.

The stocks are collapsing. The fundamentals are getting stronger.

This selloff is driven by sentiment, not deteriorating fundamentals.

$NBIS spot pricing for $NVDA B200 GPUs has more than tripled in the past 7 days.

That’s huge heading into year-end because Nebius annualizes December revenue to calculate ARR meaning higher GPU pricing could help beat its $9B target.

$SPCX Earnings tomorrow will be good insight for the rest of the AI Cloud industry

Of course, the commentary will be very positive and they will say "supply constrained" about 15 times but always good insight into what we will hear from the likes of $NBIS CRWV IREN

My main question is if the MW rate has moved up at all. I would assume the auctions have moved up to 50-60M per MW but I'm excited to hear what they say.

$IREN is the bottom in?

The bounce is here, hope it bounces massively so that when the market dumps next time, it doesn't break its recent low and makes a double bottom and bounce towards 50..