$SPCX @SpaceX @elonmusk
ELON SAYS SPACEX ARR CAN CLEAR $500 BILLION BY DECEMBER 2027.
He said it Friday at the Baron Investment Conference — then pointed people to the interview. The words were plain: it seems quite likely that SpaceX annual recurring revenue in December 2027 will exceed $500 billion. This is not a promise. This is his best guess. A trillion is not out of the question.
He also said the company is tracking toward more than $100 billion in annualized revenue by this December. Launch and Starlink already pay the bills. Super Intelligence is the faster growth engine on top of that cash.
@JOBhakdi @LayeredInvest @pbeisel @MentoviaX @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes @jinseongeo83473
@SoftBank @sceyeofficial
SOFTBANK CORP JUST ORDERED A SKY NETWORK OVER JAPAN.
SoftBank Corp signed a five-year deal with Sceye to build and fly a fleet of high-altitude platforms over Japan. At least 40 platforms. Commercial service aimed at 2027.
What they do: float in the stratosphere and beam mobile broadband down to phones and devices — like a cell tower that never needs a road. Most of the fleet is for coverage. A smaller set links those platforms to each other with laser. Goal is nationwide coverage, including places towers miss.
This follows Sceye’s ST1 flight — 30 days from New Mexico to Japan. SoftBank already put money into Sceye’s Series C in 2025. The new deal turns that demo into a fleet SoftBank Corp can sell.
@disruptivedean @pbdes @joehansen @cybrtrkguy @vicky_woodburn @JackKuhr @simonecortesi @RADHardTech @pcr_pk @DutchSpace @nextbigfuture @itsmoislam @aaronburnett @itschrisray
$SPCX @SpaceX @Starlink @Qualcomm
STARLINK MOBILE JUST LOCKED ITS GROUND RADIOS.
SpaceX selected Qualcomm Dragonwing for Starlink Mobile’s U.S. terrestrial 5G. Platforms: QRU100 and QDU100, plus Layer-1 software. Multiyear deal. Dollar amount not disclosed.
Rollout starts in 2027. Tens of thousands of macro sites. Massive MIMO 64T64R near 2 GHz. Qualcomm calls it its largest 5G infrastructure initiative. Starlink says this is the first fully integrated U.S. nationwide satellite-plus-terrestrial phone network.
This is the radio-and-chip door for the ground layer — separate from any Boost Mobile talks. Sats cover the gaps. Dragonwing builds the streets.
@aaronburnett @LayeredInvest @pbeisel @BassonBrain @MentoviaX @cybrtrkguy @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @disruptivedean @pbdes @jinseongeo83473
$RKLB @RocketLab @Viasat @NASA
ROCKET LAB'S MAXWELL JUST SAID HELLO FROM ORBIT.
First public image from orbit. Rocket Lab solar array in the frame. Maxwell is healthy. Commissioning is ahead of schedule.
Rocket Lab built the spacecraft for Viasat's NASA Communications Services Project demo. Long Beach bus — solar panels, reaction wheels, star trackers, flight and ground software, L-band radio. Launched Oct 20 on Bandwagon-5. On-orbit testing runs through March 2027. Viasat is moving toward the first L-band network relay demo and prepping Ka-band antenna deploy.
The factory turns rideshares into working birds — and this one is already sending pictures.
$RKLB @RocketLab @NASA @escapade_mars
ROCKET LAB'S MARS TWINS BURN THIS WEEK.
Blue fires Saturday Nov 7. Gold fires Monday Nov 9. Each burn runs about nine minutes and adds more than 1,000 mph. Then they leave Earth for Mars — arrival Sept 7 and Sept 9, 2027.
Rocket Lab built both birds for NASA and UC Berkeley. Launched Nov 13 2025 on New Glenn-2. Waited near the Earth-Sun L2 point until the Mars window opened. First plan to fly two spacecraft together at Mars.
Watch Blue on Nov 7. Watch Gold on Nov 9. Wait for Rocket Lab and NASA to confirm before calling either burn done.
Patience and Conviction.
@itschrisray @RKLBMan @topsecretstocks @quietnurse_ @KenKirtland17 @InvestmentGuru_ @heeraniparkash @DutchSpace @AlphaOwlTrading @Neil_Shares @FangGoGo55 @FranciscoSpace5
@jinseongeo83473
$LHX @L3HarrisTech
ARMY JUST ORDERED $121M MORE L3HARRIS RADIOS.
L3Harris booked multiple U.S. Army production orders for its Low-Cost Data Radio. Total: $121 million.
LOCODA rides on kits the Army already has. Stronger vehicle link. More ways to move data and voice from the same truck. Less training. No full rip-and-replace.
This is named production cash from Army C2 demand — not a brochure. Money lands when the radios ship.
@InvestmentGuru_ @cdrsalamander @ChairmansLedger @CombatAir @ReggieMeezer @HyperTechInvest @nextbigfuture @itschrisray @pbdes @jakeisinvestor @FranciscoSpace5 @LunarCitizens @AndurilObserver @AceCrouton
$NVDA @NVIDIA @AnthropicAI
ANTHROPIC FILLS Q3 INTO THE IPO BOOK — $17B REVENUE.
Anthropic just amended its IPO prospectus. The third-quarter blanks are filled.
Revenue was $17.0 billion for the three months ended September 30. That is up from $1.4 billion a year ago — about 1,127%. Up about 47% from the second quarter. Nine-month revenue sits at $33.2 billion.
Adjusted operating income hit $2.5 billion. GAAP swung to a $567 million operating loss. The filing points to $5.0 billion of pricey short-term compute and $2.0 billion of donation-matching charges.
Net loss was $23.3 billion — mostly fair-value marks on convertibles as private value rose.
Cash and short-term investments: $131.8 billion as of September 30. More than 11,900 customers at $100,000-plus trailing.
Net revenue retention about 900%. Compute and lease commitments about $895 billion. Planned Nasdaq symbol: ANT.
This is an amended prospectus, not a priced IPO. The books are open. Listing cash has not closed. Closed Claude demand is already pulling chips, power, and AI factories.
Watch the roadshow.
@jiahanjimliu @TheValueist @realpristinecap @MentoviaX @Trace_Cohen @_SeanDavid @nextbigfuture @SingularityRes @negligible_cap @itschrisray @SemiconductorsX @_4lex_4 @CHItrader @CaktusJxck
$SPCX @SpaceX @Starlink @elonmusk
STARLINK KEPT A COLORADO RESCUE ALIVE WHEN CELL DIED.
Elon just quote-posted Crested Butte Search and Rescue. A 37-year-old hiker was stuck in deep snow on the Four Pass Loop with no phone signal. Five CBSAR volunteers packed Starlink into the Rockies and stayed on the line with their coordinator all night. A National Guard Black Hawk lifted her out the next morning.
This is what service looks like when the ground net goes dark.
@BassonBrain @aaronburnett @cybrtrkguy @Amy787 @joehansen @SpaceXUpdates @KenKirtland17 @spcxGOD @pbdes @ShadowPatriotUS @mylifeonmystyle @CyberMikeOG @AlJR86 @EthGoldi @jinseongeo83473
$NVDA @NVIDIA
MARVELL BUYS LUMENTUM TO LOCK THE AI LIGHT PIPE.
Marvell is buying Lumentum in an all-stock deal. Lumentum holders get 4.5 Marvell shares for each share they own. That prices Lumentum around $115 billion. Close is aimed for the first half of 2028. After close, the companies say they can cut more than $1 billion a year in costs.
NVIDIA already put $2 billion into each name this year. Chip links and laser optics are moving under one roof. When copper runs out of room, light carries the bits. Investors still pay the chip logo first. The squeeze shows up in the pipes.
@liquidtrading @HyperTechInvest @jiahanjimliu @MentoviaX @Trace_Cohen @_SeanDavid @DV_Memetics @hitborg @StockXcapital @PSInvestor @Deadmeatz @allday_stocks @fantasykeiqb @LiDaosen
$SPCX @SpaceX @Starlink @EchoStar
BOOST IS THE OTHER DOOR INTO U.S. WIRELESS.
SpaceX is in talks with EchoStar. Buy Boost Mobile, or tap its network. Boost has ~7 million subscribers. It rides AT&T and T-Mobile capacity. No deal signed.
The Big Three already said no to network access. Musk sat with EchoStar chair Charlie Ergen. Boost is the next door — a ground SIM and a real subscriber base into a $235B U.S. wireless market.
Starlink Mobile needs both skies and streets. Spectrum was one door. This is the SIM door. Sats fill the gaps. A leased ground net covers cities and indoors.
Patience and Conviction.
@aaronburnett @LayeredInvest @pbeisel @BassonBrain @MentoviaX @cybrtrkguy @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @disruptivedean @pbdes @jinseongeo83473 @FranciscoSpace5 @SpaceSector001
