re: SPCX IPO

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I also know it is eyewateringly overpriced

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They you're gonna make a shite ton shorting it, right?

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Either way, at some point this is going to the moon.

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For once, this checks out.

BREAKING: SpaceX has secured FCC approval for a 15,000-satellite Starlink Mobile constellation, opening a regulatory path to compete directly with AT&T, Verizon and T-Mobile.

Granted October 6, the authorization includes a waiver allowing satellite wireless service without a spectrum-leasing agreement with a terrestrial mobile operator.

That gives SpaceX a route beyond providing supplemental coverage through carrier partnerships.

The satellites are authorized for orbits roughly 326–335 kilometers above Earth. SpaceX targets speeds of up to 150 Mbps per user, and the approval covers frequencies SpaceX is acquiring from EchoStar, alongside spectrum used through T-Mobile.

One important condition remains: commercial operations on the EchoStar frequencies must wait for the relevant acquisition closing, scheduled for November 2027. Until then, those frequencies are limited to testing.

starlink is the business. launch is the operating expense

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Morgan Stanley’s Adam Jonas reiterated his $300 price target in a note titled “SPCX $159: Cheap and Getting Cheaper.”

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cgrand - It is worth $80.

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Jesus Christ you all are some snowflakes. Very disappointing

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I appreciate a voice of reason

And thanks for that update.

I wasn't aware this was coming down the chute

I will add that I was told a Tesla merger not likely, although he would love to consolidate

I think musk himself would prefer a merger it would give him super voting control over TSLA and the combined entity plus would accelerate his $1T plus comp package. The question is whether the mechanism of the merger would put either TSLA or SPCX shareholders at risk.

He can’t lowball the TSLA offer because TSLA shareholders would reject it. At the same time, if he pays the price with SPCX stock it would dilute the SPCX pool. It will be interesting

In other news SPCX is asking Apollo to raise $40B in capital to buy NVDA GPUs. Reactions have been mixed

Im in at $114.00 $135.00 and $155.



Stats:

LINK

Do they need some lithium for Starlink or any of the supporting components? Asking for a friend

As soon as V3's went operational, this was always the plan.

Musk continues to speculate that SPCX could become more valuable than all other earth companies combined. Obviously that’s aspirational but consider

-a near monopoly on low earth orbit telecommunications and data transfer, making ground based systems and nodes obsolete

-a near monopoly on public discourse and dissemination of information and opinion (twitter)

-a near monopoly on low and high earth orbit launch and delivery

-at least a one-quarter monopoly share of frontier AI models and infrastructure, with the advantage of being tied to a company with actual revenue and profit potential. And shared synergies between all of that communication and data collection universe.

-then look at the robotics technology at TSLA. And the advancement in automated transportation.

in twenty years he may be right. Or we could all be back living in caves.

One more thing that intrigues me is the (sinister?) audacity to keep the messaging from SPCX focused on Mars of all places…a place with no economy and no prospects for one. Elon may one day make it to Mars because it would be cool to do so, but that’s not really the goal. The goal is to be what he said it would be, a global monolith.