SpaceX CFO just dropped a bomb: Starlink demand is off the charts, and the driver? AI.
Bret Johnsen confirmed the $100M revenue run rate at Goldman's conference, but the kicker is what's fueling it. This isn't about people streaming Netflix. It's about robots, robotaxis, and AI agents that consume data 24/7 and need coverage everywhere—no dead zones, no downtime.
Here's the setup: Starship unlocks the scale. Bigger payloads mean direct-to-cell capability. Satellites with beefed-up solar panels...
$BTC just back-tested the 0.886 Fibonacci level and bounced cleanly — that's a technical tell worth watching. When a major level holds like this, it often sets the tone for the next leg.
Now compare that reaction to what's happening across the board: $ETH, $DOGE, $MU, $GOOGL, $HOOD, $TSLA, $SHOP, $ASTS, $IWM, $TQQQ, $NDX, $SOL, Nikkei, $GME, plus gold, silver, and palladium. The divergence or convergence here matters. Is risk-on broadening? Are alts lagging? Are commodities confirming macro ref...