• SG Visual ResearchSG Visual Research
      ·12:32

      SpaceX S-1 Breakdown: Why Is Musk Renting Compute to Anthropic?

      $特斯拉(TSLA)$   One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic. On the surface, Anthropic is a major player in the AI model race. But commercially, this looks more like SpaceX / xAI turning AI compute from a cost-heavy asset into a revenue-generating asset. The S-1 disclosed monthly fees of up to US$1.25 billion, with the term running through May 2029. So SpaceX’s IPO story may no longer be just about rockets and Starlink. AI compute infrastructure is becoming part of the narrative. Take a look at the chart.
      4.04KComment
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      SpaceX S-1 Breakdown: Why Is Musk Renting Compute to Anthropic?
    • elderteldert
      ·06-01 22:08
      Long term invest. Buy and forget 
      13Comment
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    • TigerongTigerong
      ·05-31 09:02
      Tesla needs AI for autonomous driving, robotaxi dispatch, Optimus robots, manufacturing automation, and service diagnostics. SpaceX needs AI for rocket design simulation, Starlink routing optimisation, factory automation, and anomaly detection. Tesla’s Megapacks can support SpaceX launch sites, Starlink ground stations, xAI data centres, and high-power factory operations. This is already happening. SpaceX and xAI reportedly bought hundreds of millions of dollars of Tesla Megapacks in 2024–2026. This is one of the clearest synergies as SpaceX needs resilient power, while Tesla Energy needs large industrial customers. The common layer is compute, data centres, AI talent, chips, models, and internal tools. Reporting has also flagged collaborations involving Tesla’s voice assistant, chip facto
      157Comment
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    • Anthony CY TanAnthony CY Tan
      ·05-29
      No — I do not think buying Tesla is a reliable or “indirect” way to own SpaceX.
      136Comment
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    • nerdbull1669nerdbull1669
      ·05-28

      Balancing the Musk Ecosystem: Navigating the SpaceX IPO and its Impact on Tesla

      The recent filing of SpaceX’s S-1 prospectus—targeting a mid-June 2026 listing under the ticker SPCX on the Nasdaq—marks a historic moment for the markets. With an expected valuation between $1.75 trillion and $2 trillion and an anticipated capital raise of around $75 billion, it will dwarf any previous IPO. This introduces a completely new dynamic for investors, particularly those who have used Tesla (TSLA) as their primary proxy for investing in Elon Musk’s ecosystem. Will Investors Choose TSLA, SPCX, or Both? Historically, many institutional and retail investors held Tesla because it was the only liquid, public vehicle tied to Elon Musk's vision. Now that SpaceX is going public as a massive corporate powerhouse (encompassing launch services, Starlink, and the recent xAI merger infrastru
      1.34KComment
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      Balancing the Musk Ecosystem: Navigating the SpaceX IPO and its Impact on Tesla
    • Chalky 64Chalky 64
      ·05-27
      Just joined the share trading community, a bit daunting but starting small seems the best option.
      144Comment
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    • Trading MinTrading Min
      ·05-27
      How can I understand the flow of the stock? 
      139Comment
      Report
    • Trading MinTrading Min
      ·05-27
      Wow wowwow wow, I love your posts
      215Comment
      Report
    • KH LIMKH LIM
      ·05-26
      Tesla or SpaceX? Which is the next super stock? Musk gonna realise his dream?
      352Comment
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    • Jarrell7Jarrell7
      ·05-26
      Is it safe to buy? Please trade safely and carefully
      145Comment
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    • ZCF2024ZCF2024
      ·05-24
      Tesla may benefit from stronger investor confidence in Musk’s vision, especially in AI, robotics, and future technology.
      224Comment
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    • 健文 Alex健文 Alex
      ·05-23
      [流泪]  [流泪]  [流泪]  [流泪]  [流泪]  [得意]  [龇牙]  [财迷]  [鬼脸]  [鬼脸]  
      356Comment
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    • JC888JC888
      ·05-22

      Musk chooses SpaceX over TSLA ! Run Now ?

      Musk vs Altman - What It Reveals ! Have you been following the trial between Musk and Altman & Brockman that has begun in late April 2026 and finally wrapped up on 19 May 2026? On the surface, it’s about ‘fragile’ Musk being misled by its fellow founding members of Altman & Brockman. However, as the trail progressed, a new truth (to me) has emerged. While it ok that you may not agree, do read to the end and see what I am sharing makes sense. It took a while to collate all these scattered information into one post and it is worth a read. Help “Repost” pls (and “like” if you so pleases), so that more readers will get to know as well. Thanks. The Mastermind & The Maid. (1). The 27 April 2026 Lawsuit. The narrative of Elon Musk’s corporate empire shifted dramatically in early 202
      5.48K8
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      Musk chooses SpaceX over TSLA ! Run Now ?
    • OllieblOlliebl
      ·05-22
      This is massive news. SpaceX just filed its S-1 this week, targeting a mid-June listing on Nasdaq under the ticker SPCX — set to be the largest IPO in history, potentially raising $75 billion at a valuation somewhere between $1.5 and $2 trillion. The S-1 revealed some eye-opening numbers though: the company lost $4.9 billion last year, and Musk holds 85% of voting power through a super-voting share structure, meaning public investors are essentially along for the ride on his terms. Retail investors will get direct access through Robinhood, Fidelity and Schwab, which is unusual. OpenAI and Anthropic are both expected to follow later in the year. Going to be a wild few months.
      367Comment
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    • SG DLC NewsSG DLC News
      ·05-21

      ⚠️❗7x Long HSTECH YPCW Sold Out: Consider SYHW ⚠️❗

      $HSTECH(HSTECH)$ 7x Long DLC (YPCW) has seen strong fund flows and has sold out. Societe Generale (SG) will continue to provide bid price for $HSTECH 7xLongSG270331(YPCW.SI)$ according to the pricing formula. Investors who are holding existing units of DLCs will be able to unwind their positions as usual while not able to purchase extra positions from SG. Investors can consider purchasing $HSTECH 7xLongSG271216(SYHW.SI)$ instead, which is currently trading at $0.196. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part
      24.20KComment
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      ⚠️❗7x Long HSTECH YPCW Sold Out: Consider SYHW ⚠️❗
    • xc__xc__
      ·05-19

      🔥 $TSLA Model Y Price Hike: Margin Revival or Volume Trap? ⚡

      The Pulse 💥 $Tesla Motors(TSLA)$ $TSLA just pulled its first major Model Y price increase in two years—and Wall Street is split down the middle. On one side: a clean Q1 revenue beat (+4–5% vs consensus), GAAP gross margins back above 21%, and a pricing lever that could add 50–150 bps to auto gross margin per vehicle. On the other: deliveries missed by ~3.7%, the company is guiding negative FCF for 2026 amid a massive CapEx cycle, and the stock is already pushing RSI into overbought territory at $370–380. This isn't about whether $TSLA can raise prices—it's about whether the market believes margin gains will outrun the delivery shortfall in Q2–Q3, or if this move just lit the fuse on a demand crunch. Key News 📊 First Broad-Based Model Y Price Hike
      9111
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      🔥 $TSLA Model Y Price Hike: Margin Revival or Volume Trap? ⚡
    • shanechangshanechang
      ·05-19
      $Tesla Motors(TSLA)$   The company is balancing a delicate economic scale. On one side, raising prices boosts the automotive gross margin per vehicle. On the other side, Tesla faces slowing global demand and logistics bottlenecks that are hurting total delivery numbers.Here is how the numbers stack up:The Margin BoostHigher Revenue: Extra cash flows straight to the bottom line.Profit Cushion: It offsets rising raw material and production costs.Investor Confidence: Stronger margins please Wall Street in the short term.The Delivery PressureDemand Destruction: Higher prices might push budget-conscious buyers to EV competitors.Inventory Buildup: If cars sit in lots, storage costs eat into those new profits.Growth T
      321Comment
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    • enweiteoenweiteo
      ·05-18
      🥰
      382Comment
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    • MojoStellarMojoStellar
      ·05-17
      Elon Musk’s latest arrival in China has reignited investor speculation around one key question: is this finally the moment Tesla gets a clearer regulatory pathway for Full Self-Driving (FSD) approval in the world’s largest EV market? From an investor’s perspective, this visit matters far beyond diplomacy. It sits at the intersection of AI, geopolitics, autonomous driving, and Tesla’s long-term valuation narrative. 1. China Is the Biggest Untapped Revenue Catalyst for Tesla FSD Tesla already has over 1.3 million FSD subscribers globally, and investors increasingly view Tesla less as a car company and more as an AI platform. China represents Tesla’s largest international EV market, making FSD approval potentially transformative for recurring software revenue. The challenge is that Chinese re
      704Comment
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    • PatmosPatmos
      ·05-15
      Very bullish on Tesla opportunity buying more Tesla shares 
      496Comment
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    • SG Visual ResearchSG Visual Research
      ·12:32

      SpaceX S-1 Breakdown: Why Is Musk Renting Compute to Anthropic?

      $特斯拉(TSLA)$   One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic. On the surface, Anthropic is a major player in the AI model race. But commercially, this looks more like SpaceX / xAI turning AI compute from a cost-heavy asset into a revenue-generating asset. The S-1 disclosed monthly fees of up to US$1.25 billion, with the term running through May 2029. So SpaceX’s IPO story may no longer be just about rockets and Starlink. AI compute infrastructure is becoming part of the narrative. Take a look at the chart.
      4.04KComment
      Report
      SpaceX S-1 Breakdown: Why Is Musk Renting Compute to Anthropic?
    • elderteldert
      ·06-01 22:08
      Long term invest. Buy and forget 
      13Comment
      Report
    • TigerongTigerong
      ·05-31 09:02
      Tesla needs AI for autonomous driving, robotaxi dispatch, Optimus robots, manufacturing automation, and service diagnostics. SpaceX needs AI for rocket design simulation, Starlink routing optimisation, factory automation, and anomaly detection. Tesla’s Megapacks can support SpaceX launch sites, Starlink ground stations, xAI data centres, and high-power factory operations. This is already happening. SpaceX and xAI reportedly bought hundreds of millions of dollars of Tesla Megapacks in 2024–2026. This is one of the clearest synergies as SpaceX needs resilient power, while Tesla Energy needs large industrial customers. The common layer is compute, data centres, AI talent, chips, models, and internal tools. Reporting has also flagged collaborations involving Tesla’s voice assistant, chip facto
      157Comment
      Report
    • nerdbull1669nerdbull1669
      ·05-28

      Balancing the Musk Ecosystem: Navigating the SpaceX IPO and its Impact on Tesla

      The recent filing of SpaceX’s S-1 prospectus—targeting a mid-June 2026 listing under the ticker SPCX on the Nasdaq—marks a historic moment for the markets. With an expected valuation between $1.75 trillion and $2 trillion and an anticipated capital raise of around $75 billion, it will dwarf any previous IPO. This introduces a completely new dynamic for investors, particularly those who have used Tesla (TSLA) as their primary proxy for investing in Elon Musk’s ecosystem. Will Investors Choose TSLA, SPCX, or Both? Historically, many institutional and retail investors held Tesla because it was the only liquid, public vehicle tied to Elon Musk's vision. Now that SpaceX is going public as a massive corporate powerhouse (encompassing launch services, Starlink, and the recent xAI merger infrastru
      1.34KComment
      Report
      Balancing the Musk Ecosystem: Navigating the SpaceX IPO and its Impact on Tesla
    • Anthony CY TanAnthony CY Tan
      ·05-29
      No — I do not think buying Tesla is a reliable or “indirect” way to own SpaceX.
      136Comment
      Report
    • Chalky 64Chalky 64
      ·05-27
      Just joined the share trading community, a bit daunting but starting small seems the best option.
      144Comment
      Report
    • Trading MinTrading Min
      ·05-27
      How can I understand the flow of the stock? 
      139Comment
      Report
    • Trading MinTrading Min
      ·05-27
      Wow wowwow wow, I love your posts
      215Comment
      Report
    • JC888JC888
      ·05-22

      Musk chooses SpaceX over TSLA ! Run Now ?

      Musk vs Altman - What It Reveals ! Have you been following the trial between Musk and Altman & Brockman that has begun in late April 2026 and finally wrapped up on 19 May 2026? On the surface, it’s about ‘fragile’ Musk being misled by its fellow founding members of Altman & Brockman. However, as the trail progressed, a new truth (to me) has emerged. While it ok that you may not agree, do read to the end and see what I am sharing makes sense. It took a while to collate all these scattered information into one post and it is worth a read. Help “Repost” pls (and “like” if you so pleases), so that more readers will get to know as well. Thanks. The Mastermind & The Maid. (1). The 27 April 2026 Lawsuit. The narrative of Elon Musk’s corporate empire shifted dramatically in early 202
      5.48K8
      Report
      Musk chooses SpaceX over TSLA ! Run Now ?
    • xc__xc__
      ·05-19

      🔥 $TSLA Model Y Price Hike: Margin Revival or Volume Trap? ⚡

      The Pulse 💥 $Tesla Motors(TSLA)$ $TSLA just pulled its first major Model Y price increase in two years—and Wall Street is split down the middle. On one side: a clean Q1 revenue beat (+4–5% vs consensus), GAAP gross margins back above 21%, and a pricing lever that could add 50–150 bps to auto gross margin per vehicle. On the other: deliveries missed by ~3.7%, the company is guiding negative FCF for 2026 amid a massive CapEx cycle, and the stock is already pushing RSI into overbought territory at $370–380. This isn't about whether $TSLA can raise prices—it's about whether the market believes margin gains will outrun the delivery shortfall in Q2–Q3, or if this move just lit the fuse on a demand crunch. Key News 📊 First Broad-Based Model Y Price Hike
      9111
      Report
      🔥 $TSLA Model Y Price Hike: Margin Revival or Volume Trap? ⚡
    • SmartReversalsSmartReversals
      ·05-09

      Stocks Hit Record Highs as AI Boom, Strong Jobs Data, and Tech Earnings Fuel Market Rally

      The U.S. stock market had a milestone week ending May 8, 2026, characterized by record highs and strong economic data that countered ongoing geopolitical tensions. The $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ both hit fresh all-time highs as the “V-shaped recovery” and the “Three Weekly Soldiers” setups continue being validated. This is the sixth consecutive weekly gain for the SPX and the NDX. Technology and semiconductors continued to lead the charge, fueled by persistent demand for AI infrastructure. Conversely, the energy sector lagged mid-week but saw late recovery as oil prices fluctuated. April Jobs Report: The U.S. economy added 115,000 jobs in April, nearly double the 65,000 expected. The unemplo
      5.07K2
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      Stocks Hit Record Highs as AI Boom, Strong Jobs Data, and Tech Earnings Fuel Market Rally
    • MojoStellarMojoStellar
      ·05-17
      Elon Musk’s latest arrival in China has reignited investor speculation around one key question: is this finally the moment Tesla gets a clearer regulatory pathway for Full Self-Driving (FSD) approval in the world’s largest EV market? From an investor’s perspective, this visit matters far beyond diplomacy. It sits at the intersection of AI, geopolitics, autonomous driving, and Tesla’s long-term valuation narrative. 1. China Is the Biggest Untapped Revenue Catalyst for Tesla FSD Tesla already has over 1.3 million FSD subscribers globally, and investors increasingly view Tesla less as a car company and more as an AI platform. China represents Tesla’s largest international EV market, making FSD approval potentially transformative for recurring software revenue. The challenge is that Chinese re
      704Comment
      Report
    • SG DLC NewsSG DLC News
      ·05-21

      ⚠️❗7x Long HSTECH YPCW Sold Out: Consider SYHW ⚠️❗

      $HSTECH(HSTECH)$ 7x Long DLC (YPCW) has seen strong fund flows and has sold out. Societe Generale (SG) will continue to provide bid price for $HSTECH 7xLongSG270331(YPCW.SI)$ according to the pricing formula. Investors who are holding existing units of DLCs will be able to unwind their positions as usual while not able to purchase extra positions from SG. Investors can consider purchasing $HSTECH 7xLongSG271216(SYHW.SI)$ instead, which is currently trading at $0.196. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part
      24.20KComment
      Report
      ⚠️❗7x Long HSTECH YPCW Sold Out: Consider SYHW ⚠️❗
    • Michael EstherMichael Esther
      ·05-08

      End-to-End AI Winners: $GOOGL, $META, $TSLA Scaling Compute at Every Layer

      The AI supercycle is 15 years long! This is only year 3. Invest in these companies and you're a millionaire in less than 10 years. This is AI infrastructure value chain (every key player) Remember, data centers are the factories of the AI economy. ⚡ POWER & ENERGY $NextEra(NEE)$ — Largest US renewable utility, powering data center scale $Vistra Energy Corp.(VST)$ — Nuclear + gas fleet; the always-on AI power play $Constellation Energy Corp(CEG)$ — America's top nuclear op; clean baseload for hyperscalers $GE Vernova Inc.(GEV)$ — Builds turbines + grid gear for the AI buildout $Duke(D
      5.01KComment
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      End-to-End AI Winners: $GOOGL, $META, $TSLA Scaling Compute at Every Layer
    • shanechangshanechang
      ·05-19
      $Tesla Motors(TSLA)$   The company is balancing a delicate economic scale. On one side, raising prices boosts the automotive gross margin per vehicle. On the other side, Tesla faces slowing global demand and logistics bottlenecks that are hurting total delivery numbers.Here is how the numbers stack up:The Margin BoostHigher Revenue: Extra cash flows straight to the bottom line.Profit Cushion: It offsets rising raw material and production costs.Investor Confidence: Stronger margins please Wall Street in the short term.The Delivery PressureDemand Destruction: Higher prices might push budget-conscious buyers to EV competitors.Inventory Buildup: If cars sit in lots, storage costs eat into those new profits.Growth T
      321Comment
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    • Trend_RadarTrend_Radar
      ·05-08

      $TSLA Reclaims Strength with Bulls Eyeing $420 Next 🚀

      $Tesla Motors(TSLA)$ $Tesla, Inc.(TSLA) Surges +3.28%: Momentum Builds Towards $415, Eyes on $412 Resistance 🚀 Latest Close Data 📊 As of 2026-05-08, TSLA closed at $411.79, up +3.28% (+$13.06). It is trading 17.5% below its 52-week high of $498.83. Core Market Drivers ⚙️ The positive momentum is likely driven by strong overall market sentiment for tech and growth stocks. Recent capital flow data shows significant inflow, indicating renewed institutional interest. The absence of major negative company-specific news allows the stock to track its technical path. Technical Analysis 📈 Volume was solid at 64.3M shares with a Volume Ratio of 1.21, confirming the bullish move. The MACD (DIF: 5.18, DEA: 1.57, MACD: 7.22) shows a strong bullish crossover an
      1.12K1
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      $TSLA Reclaims Strength with Bulls Eyeing $420 Next 🚀
    • PeterDiCarloPeterDiCarlo
      ·05-09

      $TSLA Near Resistance, $MSFT Building Strength, $META Still Weak

      Mega-cap tech stocks are approaching major technical decision zones, with very different setups emerging across , , and . Tesla is pressing into heavy resistance after a sharp rebound, Microsoft continues to show constructive accumulation near key support, while Meta still faces lingering selling pressure despite its post-earnings rally. The next few weeks could determine whether these leaders regain momentum toward new all-time highs or enter another consolidation phase. 1. $Tesla Motors(TSLA)$ $TSLA coming into a key level 🚨 Strong bounce off the $330 low last month, but price is now pressing into heavy resistance. For a real shot at new highs, I want to see the 33FVB flip green. My plan: watch $430–$440 for rejection. If FVB flips green through
      2.78K2
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      $TSLA Near Resistance, $MSFT Building Strength, $META Still Weak
    • OllieblOlliebl
      ·05-22
      This is massive news. SpaceX just filed its S-1 this week, targeting a mid-June listing on Nasdaq under the ticker SPCX — set to be the largest IPO in history, potentially raising $75 billion at a valuation somewhere between $1.5 and $2 trillion. The S-1 revealed some eye-opening numbers though: the company lost $4.9 billion last year, and Musk holds 85% of voting power through a super-voting share structure, meaning public investors are essentially along for the ride on his terms. Retail investors will get direct access through Robinhood, Fidelity and Schwab, which is unusual. OpenAI and Anthropic are both expected to follow later in the year. Going to be a wild few months.
      367Comment
      Report
    • KH LIMKH LIM
      ·05-26
      Tesla or SpaceX? Which is the next super stock? Musk gonna realise his dream?
      352Comment
      Report
    • Jarrell7Jarrell7
      ·05-26
      Is it safe to buy? Please trade safely and carefully
      145Comment
      Report