Herbert Ong (@herbertong)

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

🚨 Is SpaceX's new IPO filing showing us Elon Musk's bigger plan? The filing includes a $1.25B per month AI compute deal, room for future stock-based acquisitions, and a structure that keeps Elon in control for years to come. It also arrives as new index rules could lead to large funds buying $SPCX shares shortly after the IPO. The big question: is this just an IPO filing, or a roadmap for where Elon wants to take SpaceX next? 🚀 And could Tesla play a role in that future? $TSLA

🚨 SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. 👀 The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing. One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure. If you're following the IPO, this presentation is worth watching. 🚀 $SPCX --------------- 00:00 Meet SpaceX CFO 00:45 Historic Space Milestones 01:47 Reusability Lowers Costs 03:11 Elon’s Engineering Algorithm 04:14 Starlink V3 Capacity Leap 07:49 AI Business Launch 10:22 Monetization and Truth Seeking 11:45 Growth Strategy and TAM 13:16 Financial Performance and CapEx 15:45 Why SpaceX Will Win

🚨 What if the most valuable asset in AI isn't the model... but the compute behind it? 👀 @JOBhakdi discusses why ARK Invest believes SpaceXAI’s compute deal with Anthropic could generate more than $50B in cash flow, even as Elon Musk pushes back on those projections. The bigger story may be compute itself. AI demand keeps growing, but there still isn't enough compute to go around. The companies that own the data centers, chips, and infrastructure could become some of the biggest winners in AI. 🚀 What do you think will be more valuable: the AI models or the compute behind them? $SPCX

🚨 If Tesla becomes a $10T+ company someday, there’s a good chance the story won’t just be about Elon Musk 👀 One name investors should know: Ashok Elluswamy. @aelluswamy He leads Tesla’s AI efforts behind Robotaxi, FSD, and Optimus, three projects that could reshape the company’s future. The biggest advantage Tesla may have isn't just its cars. It may be the people building the AI behind them. $TSLA

🚨 Business Insider: Tesla reportedly plans to launch Robotaxis in San Francisco this weekend Tesla said its timeline for the launch had been moved up and the service could launch as soon as Friday. Some Tesla owners will be sent an invite to use the service, the memo said, and users will pay for Robotaxi rides. The geofenced area where Robotaxi service will operate covers a large swath of the Bay Area, including Marin, much of the East Bay, San Francisco, and stretching south to San Jose, according to the memo. The program will launch with safety drivers in the driver's seat who will be able to control the car using the steering wheel and brakes, it said. $TSLA Link: