SPACEX: Today, SpaceX was granted patent US 12,757,141 B1. A Starlink satellite talks to phones on the ground through many narrow beams at once. A phone near the middle of a beam is closer to the satellite than a phone at the edge, so its signal arrives a little sooner. Cellular networks expect those arrivals to line up. If they do not, calls and data can slip out of step. This patent is how SpaceX fixes this. For each short slice of time, the satellite measures how long the signal takes on every beam, using the distance from the satellite to a reference point inside that beam’s footprint. It then holds the faster beams in a buffer just long enough that every beam matches the slowest one. The phone sees one steady delay instead of a mix. The patent covers the satellite computer and the phased-array antenna that do this, plus the link from the satellite through a gateway into a normal mobile carrier’s network.

The top 30 stocks in the S&P 500 over the past 30 years...

Some very interesting new positions opened up today in the $SPCX option chain. Over $10M in two separate call positions were purchased today, and the clock is the tell on what's going on IMHO. Someone purchased about $9 million of calls for October 30 at $172.50, and another $1 million of calls for November 20 at $225. Both trades are bullish. Before the 10/30 trade was put on, there was only 57 open interest at that strike. Now there are over 30K, so about 60x of existing open interest. That's the definition of unusual and noteworthy. Somebody paid real money for SPCX to keep moving over the next few weeks. The $1M in November 225 strike is a smaller trade, but the October trade is already close enough to the money where a simple continuation would help drag it up there and potentially make it work. Or at least that's my presumption of their thought process. SpaceX is expected to report on 11/3. The 10/30 calls expire before earnings. The smaller November calls would be after earnings. So, the buyer is basically making a run-in trade that the share price is going to continue to extend higher before we actually get to earnings. And before management says anything new, the buyer is willing to pay a good deal of money for that continuation idea. Analysts are all over the place, with ranges of $115 up to $800. But the folks who lay down millions for calls, they don't deal in crapshoots, they deal in expectations from LPs. This is why I like to read the option tape.

"People always forget that 50% of a stock's move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking." - Stanley Druckenmiller the biggest and quickest returns come from an overall uptrending market. gotta know how to pick the right names and how to gamble: full port.

Let Waymo have at least a thousand more Lidar, Radar and other fancy sensors and then let them drive on a road without any red light signal or where it doesn't rain or snow at all or where the Sun doesn't come at harsh angle! or get a $TSLA

interesting names to maybe full port: - $ORCL earnings confirms debt fears are overblown - $RDDT data licensing deals on horizon - $AMZN AWS revenue growing at fastest rate and a few others ... 👀

California has had ENOUGH! We want $3 GAS. We want $73 car registration. We want electricity bills cut in half. We want no state tax on your first $150,000. We want no more lies and corruption! Enough is enough!!

7 Selling Strategies:

Elon on working with TSMC for Terafab:

The weather doesn’t bother the cabs

We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6). This was the only way to get enough volume for Optimus production and greatly reduces cost. As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant).

I built a GrokBot agent that thinks like Elon Musk about business! Meet ElonBot. Ask it any business question and it answers in first person the way Elon would. It's blunt, it works from first principles, and it pushes back when your plan is dumb. It also runs a built-in Elon Monitor to keep track of all his latest business posts on X. Type "WWED" (What Would Elon Do?) plus your question and you get a 3-line verdict: → The answer → The principle behind it → Your next move today What's inside: Built on 40+ Elon Musk operating principles, 80+ real case studies from Tesla, SpaceX, xAI and Neuralink, and 485+ verified Elon quotes from his X posts, earnings calls, shareholder meetings, the Master Plans and long-form interviews Every answer cites the principle, quote or case study it's built on Who it's for: founders, operators, creators and anyone building something hard. So much fun being able to "talk" to Elon just like he's there right beside you! Example answers in the replies Here's the link to ElonBot: x.ai/bot/cbtthfw3UvUeoLNeh-9…

Due to high winds, the new Roadster demo is postponed by 2 weeks

Tesla has just released their company compiled Q3 analyst delivery consensus. Analysts expect @Tesla to deliver 462,000 vehicles in Q3 2026, and deploy 15.9 GWh of energy storage this quarter.

Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the railroads, canals and grid combined. I was honored to witness history as the leaders of the frontier lab companies signed the White House Accord on Super Intelligence, accepting responsibility for the safe development of their products and imposing new internal controls and external audits. This is far better than waiting years for some international agreement that would probably never happen. President Trump continues to ensure that U.S. remains the technology leader while putting Americans first.

Elon Musk's full discussion with NVIDIA CEO Jensen Huang at the america.gov launch event.

Elon Musk in new interview on yesterday's Starship launch: "We deployed V3 Starlink satellites, which are enormous. These are satellites with a wingspan of a 737. Next year, we expect Starship to reach a weekly or twice weekly launch cadence."

BREAKING: $TSLA NOW HAS AN OFFICE OF “MERGERS AND ACQUISITIONS” 👀 SpaceX merger imminent ?

Starship is 2 to 3 years away from hourly flights

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