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re: SpaceX IPO set for June 12 Nasdaq debut

Posted on 5/17/26 at 7:18 pm to
Posted by FLObserver
Jacksonville
Member since Nov 2005
16194 posts
Posted on 5/17/26 at 7:18 pm to
Well money certainly should not be an issue after this IPO for musk to do anything he wants space related. I mean he was already a billionaire but this will put him to the moon. Pardon the pun.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
41321 posts
Posted on 5/17/26 at 7:36 pm to
Is there still talk of current Tesla shareholders being about to buy so many shares at the ipo price? I heard it might be one SPCX share per 10 Tesla shares or something like that?

If that avenue opens I would buy some through that
Posted by Billy Blanks
Member since Dec 2021
5142 posts
Posted on 5/17/26 at 7:52 pm to
quote:

Don’t forget that Starlink is also part of SPCX.


This is huge. Makes all rural areas have good internet.
Posted by UltimaParadox
North Carolina
Member since Nov 2008
52691 posts
Posted on 5/17/26 at 7:55 pm to
quote:

Orbital data centers solve all the current issues with power and water for cooling plus there are no neighbors to annoy


Except for that pesky thing called physics. Space is a vacuum. Why don't you ask Gemini...

quote:

Building data centers in space makes no sense because it violates basic physics and economics. The concept is completely impractical due to insurmountable costs, extreme heat management issues, vulnerability to radiation, and delayed data transfer speeds. ]


quote:

Why Space Data Centers Fail in Practice

Heat has nowhere to go: Space is a vacuum. You cannot use fans to blow air over overheating computer chips. Heat can only be removed through radiation (infrared light), which is incredibly inefficient. A massive orbital data center would require gargantuan, delicate radiator panels, adding thousands of pounds to launch costs.

Radiation fries hardware: Without Earth's atmosphere and magnetic field acting as a shield, cosmic rays bombard servers, causing data corruption and destroying delicate processors over time. Computers in space require expensive, slower "radiation-hardened" chips.

Prohibitive launch costs: Lifting massive AI servers into space is astronomically expensive. Even with reusable rockets, companies estimate that liftoff costs would need to drop by 90% to make it remotely competitive with Earth-based facilities.

Maintenance is impossible: Hardware fails and needs physical upgrades. On Earth, technicians can swap out a faulty server immediately; in orbit, repairing or upgrading a fleet of servers requires expensive, time-consuming missions.

Data transfer lag: The speed of light is a hard limit. Placing a data center in orbit introduces significant transmission delays (latency) compared to fiber-optic cables on Earth. [1, 2, 3, 4, 5, 6, 7, 8, 9]


This post was edited on 5/17/26 at 7:59 pm
Posted by UltimaParadox
North Carolina
Member since Nov 2008
52691 posts
Posted on 5/17/26 at 8:00 pm to
quote:

This is huge. Makes all rural areas have good internet.


Starlink is the real money maker for space X, however it is a limited market and too expensive to use in third world countries.
This post was edited on 5/17/26 at 8:01 pm
Posted by hob
Member since Dec 2017
2393 posts
Posted on 5/17/26 at 9:41 pm to
[quote]Radiation fries hardware: Without Earth's atmosphere and magnetic field acting as a shield, cosmic rays bombard servers, causing data corruption and destroying delicate processors over time. Computers in space require expensive, slower "radiation-hardened"

This doesn’t appear to be true based on experiments done on the ISS. They do experience more correctable errors but the hardware doesn’t get “fried”

Supercomputing in Space

COTS hardware will be used on the lunar rover scheduled to be launched later this year
Posted by Drizzt
Cimmeria
Member since Aug 2013
14927 posts
Posted on 5/17/26 at 10:48 pm to
I’m sure the Bama fan is much smarter than Elon, Bezos, and all the other idiots at Google who say space based data centers are the future. Ultimate has it all figured out.

LINK
This post was edited on 5/17/26 at 10:51 pm
Posted by JoeyP239
Member since Nov 2025
1523 posts
Posted on 5/18/26 at 7:41 am to
0 shares.

There’s not enough government contracts to support the valuation.

I won’t call this stock another SPCE (which was space tourism), but it will tank even with the Elon pumpers pumping.
Posted by Hitman67
Lumberton, TX
Member since Jul 2024
297 posts
Posted on 5/18/26 at 10:38 am to
You're right.....You are much smarter than Musk and his engineers . You should probably call him, he obviously hasn't put much thought into these questions :lol: :lol: :lol:.
This post was edited on 5/18/26 at 10:39 am
Posted by waverly911
Member since Sep 2007
226 posts
Posted on 5/18/26 at 11:44 am to
Cooling data centers is still a huge issue. What about the latency?

Space X will get added to the NASDAQ 100 within a month after the IPO date, but unless they change the rules, the soonest SpaceX would get added to the S&P 500 is September 2027 during the regular rebalance. Maybe August 2027 if there is an off cycle one.

On Kalshi they have a prop for will SpaceX be added to the S&P 500 this quarter. Smart money is on NO. How could it when the rebalance for the S&P 500 will be made June 5 and SpaceX will still not have had its IPO.
Posted by Free888
Member since Oct 2019
3376 posts
Posted on 5/18/26 at 11:50 am to
Gemini isn’t considering distributed computing. Elon has a way of seeing markets others don’t.
Posted by Drizzt
Cimmeria
Member since Aug 2013
14927 posts
Posted on 5/20/26 at 11:05 am to
Report: Tesla to build solar factory near HoustonTeslaTSLA $412.95 (2.19%) is planning to build its solar panel manufacturing plant — an endeavor that could add up to $50 billion in value to its energy business — near Houston, Texas, Electrek reports. The plant would be located on the same site as its Megafactory, which builds Megapack battery systems. The solar plant is part of Tesla and SpaceX’s goal of eventually putting solar-powered data centers in space.

This is the synergy I’m talking about.

Edit: From today’s SPCX IPO filing “AI (xAI/Grok/X integration): Gigawatt-scale terrestrial AI training clusters (e.g., COLOSSUS); plans for orbital AI compute satellites (using solar power, starting ~2028).”
This post was edited on 5/20/26 at 4:20 pm
Posted by dkreller
Laffy
Member since Jan 2009
34195 posts
Posted on 5/20/26 at 4:02 pm to
quote:

shitty satellite service

Starlink is not shitty satellite service. I use it daily for large multi GB data transfer. I wish the upload speed was as fast as download but that’s supposed to get a boost this year.
Posted by SETH6180
TEXAS
Member since Feb 2020
1286 posts
Posted on 5/20/26 at 4:23 pm to
Starlink has been great for me at my lease in South Texas, as fast or faster than my fiber at my house
Posted by evil cockroach
27.98N // 86.92E
Member since Nov 2007
9274 posts
Posted on 5/20/26 at 8:05 pm to
From the filing with the SEC, no lockup period for the executives and initial investors. there are going to be some glorious bag holders
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33722 posts
Posted on 5/20/26 at 8:23 pm to
quote:

This is the synergy I’m talking about.

The two companies will inevitably merge at some point. Elon wants them to be one business, just like SpaceX absorbed xAI
Posted by j1897
Member since Nov 2011
4762 posts
Posted on 5/21/26 at 6:29 am to
quote:

Starlink has been great for me at my lease in South Texas, as fast or faster than my fiber at my house


That's objectively false. Also for the price i can get 2 gig here, 10x faster. It's great for people in the boonies, but only elon chuds would buy it in a developed area. So what's the actual market for this? Also amazon coming to put some price pressure on them.
Posted by LEASTBAY
Member since Aug 2007
16615 posts
Posted on 5/21/26 at 7:48 am to
quote:

So what's the actual market for this?


It launched some years ago and they have 10 million subscribers. You're talking like it's just starting up. The breakdown of the market is readily available.
Posted by NfamousPanda
Central
Member since Jan 2016
1204 posts
Posted on 5/21/26 at 8:44 am to
quote:

That's objectively false. Also for the price i can get 2 gig here, 10x faster. It's great for people in the boonies, but only elon chuds would buy it in a developed area. So what's the actual market for this?


They are heavily used in the refinery space. I've deployed dozens of them to mobile trailers at jobsites. It's honestly been revolutionary for internet solutions in the petrochem industry.
Posted by dkreller
Laffy
Member since Jan 2009
34195 posts
Posted on 5/21/26 at 8:47 am to
quote:

So what's the actual market for this?

They’re everywhere in the oilfield. Land and offshore.
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