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Graded daily on value F, growth A+, profitability C+, momentum A, revisions A. Sector-relative, identical for every user.
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Key events, in time order
Multiple institutions increased stakes in SPCX, showing confidence in its 5G and AI ventures
Amid Sequoia's major restructuring, Botha's SpaceX board seat reportedly surprised partners, raising governance questions
CFO cites sub-one-year payback on new compute, pricing slightly above last quarter's high end, signaling confidence in AI capex returns
Only 5% floated; Dec 9 unlock may spur volatility
Google parent raises stake, signaling institutional confidence
One customer drove 34.5% of quarterly sales; stock dipped below IPO price amid AI concentration and power cost concerns
Off-balance-sheet financing at record scale, supporting AI infrastructure expansion
Deal keeps debt off SpaceX's balance sheet; largest GPU financing on record
Democratic sweep and Texas flip raise regulatory concerns; SPCX drops 5-7% premarket
Qualcomm multi-year deal to build nationwide 5G, complementing Starlink direct-to-cell
President publicly pledges protection for SpaceX and Tesla if threatened by Democrats, drawing market attention
Multiple sources confirm SpaceX's move to enter US mobile market via Boost Mobile deal, competing with major carriers
Executive's personal share gift draws attention to SPCX equity distribution
Court denies dismissal; gas-fired turbines at AI data centers face legal challenge
Weak Amazon/Intel earnings trigger tech rout; SPCX falls over 31% from June high
After $6.3B hack, CZ cites SpaceX stake vs Musk trolling; market eyes potential selloff risk
AI revenue surpasses connectivity, yet Starlink drives 85% of operating profit; 84% of capex goes to AI
Record financing underscores capital needs for AI compute expansion
Fastest-growing unit now larger than other two segments combined; Anthropic spend could annualize near $37.2B
Disagreement on timeline and cost shapes US wireless competition
SpaceX signs $40B GPU lease with Apollo; Musk warns of AI cloud deaths and consolidation
Strong revenue growth but 61x sales; analysts weigh growth vs heavy investment
Subscribers nearly doubled YoY; quarterly adds 4x AT&T Fiber, key growth pillar
Large unlock adds float; stock fell 6.5% on the day
Barclays raises to $300, BofA to $275, following JPMorgan's earlier $500 hike
Trump confirms plan, but no execution details, market skeptical
Q3 2026 营收 $14.6B，同比增长 161%；净收入 $4.4B，调整后 EBITDA $8.8B，同比增长 306%。
Related — this ticker is not the subject
Midterms turn data center siting into a ballot issue; Texas holds nearly a third of US capacity under construction, putting AI buildout pace at stake
Google's long-term research moonshot to put AI data centers in space has run its first in-orbit inference, setting up a twin-satellite test.
The first pure-play AI listing will test how much infrastructure spending public markets will absorb
Weeks after Gemini 4 Argon, Google's new frontier model targets cybersecurity and long-running engineering tasks
S-1 lays out risk limits and cash reserves ahead of a mid-November listing
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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