Freeman

$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

$SPCX $NVDA @SpaceX @elonmusk SPACEX SAYS IT IS ALREADY HITTING ITS SUPERCOMPUTE GOALS. Elon made it simple. Other big supercompute builds are missing their goals. SpaceX is already hitting its own. The post he quoted puts SpaceXAI’s Colossus 2 in Memphis at about 1.11 million H100-class chips. That sits ahead of OpenAI’s Stargate on the same chart. The point is not whose logo is on the chip. The point is who turns power and GPUs into a live cluster first. Starlink and launch already pay the bills. Those bills buy the GPUs. Colossus is something you can watch from here. Not a sales number. Not a signed customer deal. Patience and Conviction. @LayeredInvest @JOBhakdi @MentoviaX @pbeisel @BassonBrain @Amy787 @joehansen @nextbigfuture @SingularityRes @itschrisray @spcxGOD @jaehwa @gonta_southwood @elontimes

$NVDA $SPCX @elonmusk @SpaceX ELON PUTS HARD GPU NUMBERS ON MACROHARD AND THE NEXT TWO SITES. Elon just named the chips and the dates. Macrohard gets 110,000 GB200 and 220,000 GB300. Gun Range is meant to come up by the end of November on the same training setup. Spam is meant for December, with about 200,000 GB300 pointed at inference. He walked the whole Colossus 2 site at midnight and again in the morning. He said the SpaceX crew and the contractors are moving well. Old buildings. New computers. The buy is the GPUs. The dates are what you can put on a calendar. This is build progress you can watch. Not sales. Not a signed customer deal. $NVDA still gets paid as the racks fill. $SPCX is the place putting them to work. Patience and Conviction. @jiahanjimliu @aaronburnett @BIZBoost @HyperTechInvest @Trace_Cohen @_SeanDavid @DV_Memetics @themacrosift @hitborg @fourweekmba @PSInvestor @Deadmeatz @StragglerLiu @LiDaosen

$RKLB @RocketLab @NASA NASA SIGNS A $28.9M FLIGHT ORDER WITH ROCKET LAB FOR GDC-T. NASA Armstrong signed a Rocket Lab order. The job is to integrate and fly the GDC Trailblazer payload. That is GDC-T. The award is $28.9 million funded now. With all options it can reach $36.8 million. Work runs from Oct 28 2026 through the end of 2027. It sits on an existing NASA contract. Not a study. Not a paper plan. This is real fly cash. Build it. Put it on a rocket. Fly it. An older small GDC order ended in July. This one is the flight order.

$SPCX @SpaceX @elonmusk BY LATE 2028, NEW COMPUTE IN ORBIT PASSES EARTH. Elon just said it straight. Ground compute will be peanuts next to orbital compute. Around the end of 2028, he thinks the new compute put in orbit each month will pass what we add on Earth. In 2029 it pulls way ahead. That is the long bet on this name. Starlink and launch pay the bills today. Those bills fund the chips and the build. You do it on the ground first. Then you put it in orbit. Starship is how the hardware goes up. Suncatcher is an early look at chips in space. If your model still prices SpaceX as rockets only, you are behind this call. Patience and Conviction. @LayeredInvest @MentoviaX @pbeisel @JOBhakdi @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes

$SPCX @SpaceX @elonmusk CATHIE SAYS SPACEX IS UNDERVALUED. ELON SAYS TRUE. Cathie Wood said SpaceX is worth a lot more than the market thinks. Most analysts still study it in pieces. One team looks at rockets. One looks at cloud. One looks at AI. They miss how the parts pay for each other. Some firms are now putting one team on the whole company. Elon quoted that take and wrote one word: True. Starlink and launch make money today. That money buys chips and builds the systems for computers on the ground — and later in space. Near-term, Western heavy launch is still one company. Most models still price SpaceX like a rocket shop. They miss the AI-plus-space story.

Parent needs this Robot. 😂😂😂

$TSLA @Tesla @elonmusk ELON SAYS TERAFAB IS GOING WELL. @elonmusk said the Terafab project is going well. He pointed to how fast the team answers suppliers. A Korean supplier said a question sent at US dawn gets a reply in under an hour. Engineers decide on the spot. That pace is rare in chip plants. Terafab is a chip plant Tesla, SpaceX, and xAI want to build and run for themselves. Early test chips are aimed at mid-2027. Bigger output is talked about for late 2028. Those dates can slip. Most AI chip cash today still runs through $NVDA. This plant would sit next to that path. It would not replace it. "Going well" means the team is moving fast. It does not mean a signed partner deal. It does not mean wafers are running. @MentoviaX @BIZBoost @mooddyor @danmusk @RoyPapa5 @RonSFriedman @OPteemyst @un9sky @theducessR @Mojo_flyin @sprit420_69 @AlJR86 @LiberalD6TL @sinofate @jinseongeo83473

$RKLB @RocketLab ROCKET LAB BUILT ROBOTIC ARM THAT WALKS ACROSS SPACECRAFT. Rocket Lab built a robotic arm that can walk across a spacecraft. Most arms stay fixed. It can use tools. It can repair parts. It can swap upgrade modules in space. Launch gets you to orbit. Repair and upgrades keep the satellite useful after that. Most people watch launch cadence. Rocket Lab bought Motiv Space Systems in May 2026. That team is now Rocket Lab Robotics. That purchase is why this arm exists. NASA will be the first guest operator. Other payloads can dock later. Watch the repair story, not only how often they launch. @itschrisray @Neil_Shares @Fang3104_ @FranciscoSpace5 @RKLBMan @topsecretstocks @ARealRocketMan @real_sunny_long @mottbox_ @AceCrouton @spacepat_o @thinkReal @jinseongeo83473 @nz482648 @TheVan151

$LHX @L3HarrisTech L3HARRIS Q3: $19.3B ORDERS, RECORD $53.2B BACKLOG. Orders hit $19.3 billion this quarter. Book-to-bill was 3.2×. Backlog is now a record $53.2 billion. Missile Solutions ran 11.8× book-to-bill — that drove the print. THAAD propulsion is $6.3 billion over seven years. PAC-3 MSE propulsion is $4.7 billion over seven years. VAMPIRE counter-drone orders topped $500 million. Space & Mission Systems kept growing at 1.0× book-to-bill. Free cash flow jumped to $1.3 billion, up 195%. EPS hit $3.28, up 33%. Revenue was $6.1 billion, up 7%, and up 9% organic. Full-year EPS guide is now $12.25–$12.35. Revenue floor raised to $23.5–$23.7 billion. Free cash flow guide stays at $3 billion. Backlog only pays if the plants can fire. L3Harris opened a solid-rocket motor plant in Camden and is adding munitions capacity across the map. Missile-defense backlog turning into cash is the soft-defense cash leg. Space systems are still growing beside it. @InvestmentGuru_ @cdrsalamander @ChairmansLedger @CombatAir @HyperTechInvest @nextbigfuture @itschrisray @pbdes @jakeisinvestor @LunarCitizens @AndurilObserver @AceCrouton

$SPCX @SpaceX SHIP 42 FIRED ALL SIX ENGINES ON THE PAD. SpaceX says Ship 42 — the Starship for Flight 15 — finished its static fires. The ship ran a full six-engine burn, then lit one Raptor to fake a deorbit burn. NASASpaceflight caught the six-engine fire at Massey’s a day earlier. A static fire means the ship stays bolted to the pad. Engines light and burn. Nothing leaves the ground. Booster 22 already did its full 33-engine static fire. This is the ship half of that same prep — not a remake of the booster post. Before Flight 15, SpaceX still has to show the ship engines can hold a full burn under load. Pass that and the engines are clear for flight prep. It does not clear the flight. The next real gate is still Flight 15. Catch the booster and the ship and full reuse starts to stick. This is engine work on the path — not orbit, and not a customer win. Patience and Conviction. @aaronburnett @Truthful_ast @Amy787 @SpaceXUpdates @joehansen @nextbigfuture @itschrisray @KenKirtland17 @spcxGOD @DutchSpace @MikeSeeley @BoosterTribe @AlexSvanArt @chetankale_ @jinseongeo83473