SpaceX, Tesla maxi Not a Boomer. Not a nice guy. SpaceX alpha you won’t find anywhere else. Tiktok/Insta: @spcxgod
Space
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73% of ALL $SPCX shares in existence are now in the hands of known whales , companies, nations and basically wealthy people who don’t need money and will hold forever.
There is only 27% remaining that can be sold… BUT a large part of this 27% are held by retail and the musk cult who will also NEVER sell.
So its very likely that demand > supply forever
@elonmusk > owns 48.4 % of spacex
Google > 4.2%
Antonio Gracias > 3.8%
Peter Thiel > 3.2%
Fidelity > 2.3%
Gigafund > 1.3%
Saudi Arabia > 1.2%
Ron Baron > 1.1%
Nvidia> 1%
Sequoia > 1%
Do with this info what you will
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Nvidia does not sell such a large amount of chips to just anyone.
Only SpaceX is privileged to get such a treatment.
40 billion is around 25% of NVIDIA total data center chip sales of whole 2026
So SpaceX just bought 1/4th of vera rubin supply
$SPCX
SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips trib.al/pdue9r5
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This phenomenon is happening across every single portfolio
The higher spaceX goes, the more people will allocate to it.
Instead of just blasting all of it in now
Dumb dumb
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In 2026 and 2027 SpaceX is an AI company with a rocket company side business
In 2028 and beyond SpaceX becomes a rocket company that sells connectivity (Starlink), compute (xAI) and frontier AI tokens/products (Grok/Cursor) and both becomes the biggest in the world
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Nvidia chips lasts for 10+ years.
In other words if SpaceX buys 40 billion worth of Nvidia chips.
This investment of theirs will generate them 400 billion in revenue in 10 years.
As this revenue stream becomes more clear to the markets, $SPCX can use this again to finance more chips that only accelerates their AI revenue growth like crazy
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Of course you are going to need records of everything to do what SpaceX is doing
From Record IPO To Record Chip-Collateralized Loan In 16 Weeks: SpaceX Taps Apollo For $40 Billion In SPV Debt zerohedge.com/markets/record…
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116 days since SpaceX IPO
$SPCX is now 36 dollars and 92 cents (~27.3%) above IPO price.
Near term catalysts:
1. SpaceX unlock in 2 days (~328M shares) and another one in 17 days , then the big one after Q3
2. SpaceX put it in writing yesterday : up to 100,000 Starlink and up to 1 million Starmind AI satellites. Clusters of ~10 satellites linked with ~10 terabits , Gigasat factory in Bastrop built to make them at scale , thousands deploying as soon as late 2027
3. Compute: recent short term contracts $30-50 per watt vs ~$17.6 consensus across 4.1 GW , every extra $10 per watt is $40B+ in revenue. Google starts paying the full $920M/month this month , Anthropic deals up to $84.5B , Reflection up to $6.3B
4. SpaceX Q3 results in ~4 weeks (date not announced yet) , first real look at the AI business , this is where the repricing happens
5. Starship Flight 15 in ~2-3 weeks (NET Oct 19) , possible first ever ship catch. Flight 16 from Florida penciled in right after (super provisional)
6. NASA is close to announcing bulk rocket buys for its $30B moon base because SpaceX is limiting Falcon bookings after 2028 to go all in on Starship
7. Anthropic investor day in 7 days , roadshow reportedly week of Nov 9 and trading before Thanksgiving at ~2T. OpenAI raising $30B at $1.4T. They will hype each other up for a high valuation , this directly benefits SpaceX as well
8. Morgan Stanley $300 target (street high) , "cheap and getting cheaper". Not a single hand went up when Jonas asked 40 clients who owns $SPCX. Goldman $230 , Needham $250 , CLSA $250 , TD Cowen $200
9. Elon said another 220k GB300 go live around now , another 220k in November and maybe another 220k by late December
10. Elon confirmed talks with TSMC for a Terafab chip fab making chips only for Tesla, SpaceX and xAI
SpaceX tagged $176 and held almost all of Monday's 7.6% rip while the Nasdaq hit a new record. The markets are in the very initial phases of trying to price in all the good news regarding spaceX last week. NASA is planning around SpaceX going all in on Starship, and SpaceX just put 1 million AI satellites in writing.
Unlock in 2 days , then Anthropic investor day , Flight 15 and Q3 results.
Any unlock dip is a gift, so buy the fuck out of SpaceX at these levels, its literally free.
$TSLA $SPCX
115 days since SpaceX IPO
$SPCX is now 36 dollars and 09 cents (~26.7%) above IPO price.
Near term catalysts:
1. SpaceX unlock in 3 days and another one in 18 days , then the big one after Q3
2. Florida regulators vote today on SpaceX's own 32 mile gas pipeline to fuel Starship at the Cape , staff recommends approval
3. Anthropic meets IPO investors in 8 days , roadshow reportedly week of Nov 9 and trading before Thanksgiving at ~1.8-2T. Kalshi has 80% odds of an Anthropic IPO this year
4. Tesla Roadster event in 9 days
5. Starship Flight 15 in ~2-4 weeks , possible first ever ship catch. Morgan Stanley says a ship catch could be the biggest catalyst since the IPO. Flight 16 before year end
6. Tesla Q3 earnings in 15 days , Q3 deliveries 486k already beat estimates
7. SpaceX Q3 results in ~1 month (date not announced yet) , first real look at the AI business , this is where the repricing happens
8. OpenAI raising $30B at a $1.4T valuation. Anthropic and Openai will hype themselves up to aim for a high valuation , this will directly benefit SpaceX as well
9. Morgan Stanley $300 target (street high) , "cheap and getting cheaper" , ~40% cheaper than mega cap AI peers adjusted for growth. Not a single hand went up when Jonas asked 40 clients who owns $SPCX. Needham $250 , CLSA $250 , TD Cowen $200
10. Elon confirmed talks with TSMC for a Terafab chip fab in Texas , possible TSMC run fab making chips only for Tesla, SpaceX and xAI
11. Compute: recent short term contracts $30-50 per watt vs ~$17.6 consensus across 4.1 GW , every extra $10 per watt is $40B+ in revenue. Google deal hits the full $920M/month this month , Anthropic deals up to $84.5B , Reflection up to $6.3B
12. Elon said another 220k GB300 go live around now , another 220k in November and maybe another 220k by late December
13. Grok 4.8 , 4.9 and Grok 5 coming (no dates yet) , new X + Grok subscription up to $100 Ultra reportedly in the works , SpaceXAI getting renamed SpaceXSI
14. CPI in 8 days , Fed decision in 22 days
15. US + China trade truce extended to Jan 10 2027 , Trump says China will be doubling up what they're buying
16. Oil ~$101 , G7 releasing 100M barrels while Iran keeps turning tankers back in Hormuz
SpaceX ripped 7.6% on Monday to its highest since early July on the Morgan Stanley call , the TSMC talks and a ship catch getting closer. The 10 year yield hit a 24 year high and SpaceX still ripped. Wall Street is starting to wake up but everyone is still sidelined.
Unlock in 3 days , then Roadster , Flight 15 and Q3 results right after. This is the cheapest you will see it for a long time, so buy the fuck out of SpaceX at these levels
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Tuesday 6 october 2026 SpaceX TA
What happened
$SPCX opened at $172.10, above Monday's close, and kept going. It broke Monday's $172.47 high, cleared $175 and hit $176.42. Then sellers took profit and it slid back to close at $171.92, up 0.49%, near the low of the day. Volume was 102.7M, about 1.2 times a normal day. That is people cashing in after a $148 to $176 run in three days, not panic.
What broke / what held
$175 got tagged but did not hold into the close. Monday's $171.09 close held. Nothing came near the buy zone.
New map
Buy zone (gift): $160 to $158
Danger: daily close under $148
Deep shelf: $150 to $148
Overhead: $176.42, then $180
Call
Accumulate. Every dip is a gift. Weakness is temporary. SpaceX will be the first $100T company.
Live chart: tape.panke.app/spcx
Monday 5 october 2026 SpaceX TA
What happened
$SPCX opened at $158.99, right on Friday's close, and never looked back. The worst it got all day was $158.62. It broke Friday's $159.84 high, went straight through $160, ran to $172.47 and closed at $171.09, up 7.63%, right near the top. Volume was 131M, about 1.7 times a normal day. That is heavy buying, not an empty bounce. Two days, $148 to $171.
What broke / what held
The $159.84 to $160 ceiling broke and is now the floor. Friday's close held all day.
New map
Buy zone (gift): $160 to $158
Danger: daily close under $148
Deep shelf: $150 to $148
Overhead: $172.47, then $175
Call
Accumulate. Every dip is a gift. Weakness is temporary. SpaceX will be the first $100T company.
Live chart: tape.panke.app/spcx
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Every single dollar SpaceX raises through CHEAP debt can be earned back within 1 year.
Its basically a free money glitch.
Nvidia will be the one who gives $SPCX a large part of the financing anyway.
Buy the fucking free random discount
$SPCX
BREAKING: SpaceX, $SPCX, is in talks with banks and investors to raise $40 billion of debt to buy chips from Nvidia amid "insatiable demand" among AI developers, per Bloomberg.
The company is seeking to raise about $10 billion in bank loans and $30 billion in investment-grade debt to pay for the chips.
The AI Revolution is even stronger than most people realize.
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SpaceX stock is the cheapest and most undervalued stock in the entire market
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