Bullish on the ultimate natura-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Bullish on the ultimate natural monopoly. 🌌
"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street." @Tiger V @SPACE ROCKET

SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

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Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street.\"<a href=\"https://ttm.financial/U/4092890920697680\"> @Tiger V </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a></body></html>","htmlText":"<html><head></head><body>Bullish on the ultimate natural monopoly. 🌌\n<br>\n \"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. This public listing will be recorded as a historic turning point for Wall Street.\"<a href=\"https://ttm.financial/U/4092890920697680\"> @Tiger V </a><a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET </a></body></html>","text":"Bullish on the ultimate natural monopoly. 🌌 \"Unequivocally Bullish. SpaceX is building the ultimate modern moat. While legacy aerospace firms rely on slow government contracts, SpaceX is dominating commercial launches while simultaneously building a $26.5 trillion addressable market through its orbital computing and AI ecosystem. Starlink is already executing on global connectivity and proving out predictable cash flows. The $135 share price might look steep on paper to traditional value investors who look backward, but conventional metrics fail when a company effectively owns the infrastructure for the future global economy. 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