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$NVDA · Nvidia secures SpaceX as exclusive Vera Rubin partner, $100-200B revenue visibility
now playing · $NVDA
$SPCX···bullish· high· posejaaz
SpaceX smashes earnings with 92% revenue growth, targets $1T revenue by 2030
SpaceX reported $7.81B revenue (92% YoY), 12M Starlink subscribers (2x YoY), and guided to $1T revenue by 2030 driven by three pillars: Starlink connectivity, AI compute (250% YoY…
$SPCX···bullish· high· posejaaz
SpaceX going exclusive with Nvidia Vera Rubin, doubling GPU fleet to 10-20GW by 2030
SpaceX committed to building exclusively on Nvidia's Vera Rubin architecture, doubling its GPU fleet by end of 2025 and targeting 15-20GW cumulative compute by 2030. This represen…
$NVDA···bullish· high· posejaaz
Nvidia secures SpaceX as exclusive Vera Rubin partner, $100-200B revenue visibility
SpaceX's exclusive commitment to Nvidia's Vera Rubin/Blackwell architecture makes SpaceX Nvidia's #1 customer with $100-200B in committed GPU spend over next 1-2 years. Jensen Hua…
$SPCX···bullish· highejaaz
SpaceX smashes earnings with 92% revenue growth, targets $1T revenue by 2030
SpaceX reported $7.81B revenue (92% YoY), doubled Starlink to 12M subscribers, and guided for $1T revenue by 2030 driven by data center payback in 12 months, $50B contracted backl…
$ANTHROPICneutral· lowejaaz
Anthropic targeting $100B ARR by 2026, signed AMD deal for custom chips
Anthropic is the only other company besides SpaceX projecting $100B ARR by 2026. They signed major deal with AMD for accelerator chips and are a customer of SpaceX compute, but ta…
$ANTHROPICneutral· mediumejaaz
Anthropic projects $100B ARR by 2026, signs AMD deal diverging from Nvidia
Anthropic is the only other company projecting $100B ARR by 2026, but chose AMD over Nvidia for chips, contrasting with SpaceX's exclusive Nvidia partnership.
$SPCX···bullish· highjosh kale
SpaceX data centers pay back in 12 months vs 15-20 years for real estate
SpaceX's terrestrial data centers achieve 12-month payback on invested capital versus 15-20 years for traditional real estate, creating an unfair ROIC advantage with $50B revenue…
$GOOGL···bullish· mediumejaaz
Google Cloud revenue compounding 40-45% quarterly with expanding margins
All major hyperscalers (Google Cloud, AWS, Azure) reporting record revenue growing 40-45% compounded quarterly with expanding margins, validating AI compute demand. SpaceX positio…
$AMZN···bullish· mediumejaaz
AWS revenue compounding 40-45% quarterly with expanding margins
AWS alongside Google Cloud and Azure showing 40-45% quarterly compounded revenue growth with margin expansion, proving sustained AI infrastructure demand that SpaceX is now tappin…
$MSFT···bullish· mediumejaaz
Azure revenue compounding 40-45% quarterly with expanding margins
Azure showing same hyperscaler trajectory as AWS and Google Cloud: 40-45% quarterly compounded revenue growth with margin expansion, confirming structural AI compute demand that b…
$AMZN···bullish· mediumejaaz
Hyperscalers including AWS reporting 40-45% quarterly cloud revenue compounding
Major hyperscalers (AWS, Azure, Google Cloud) are compounding cloud revenue at 40-45% per quarter with expanding margins, validating the AI compute demand that SpaceX is now captu…
$GOOGL···bullish· mediumejaaz
Google Cloud growing 40-45% quarterly with expanding margins
Google Cloud is part of the hyperscaler cohort compounding revenue at 40-45% quarterly with margin expansion, demonstrating sustained AI infrastructure demand.
$MSFT···bullish· mediumejaaz
Azure growing 40-45% quarterly with expanding margins
Azure is part of the hyperscaler cohort compounding revenue at 40-45% quarterly with margin expansion, demonstrating sustained AI infrastructure demand.
$NVDA···bullish· highejaaz
SpaceX commits exclusively to Nvidia Vera Rubin, potential $100-200B GPU spend
SpaceX will build exclusively on Nvidia's Vera Rubin architecture, committing to double GPU fleet by end of 2025 — potentially $100-200B in Nvidia revenue — creating a tight hardw…
$AMD···neutral· lowejaaz
Anthropic signs major AMD deal as alternative to Nvidia
Anthropic's major deal with AMD shows some diversification away from Nvidia, but SpaceX's exclusive Nvidia commitment suggests Vera Rubin architecture remains preferred for larges…
$AMD···bearish· lowejaaz
AMD loses SpaceX to Nvidia as Anthropic signs AMD deal instead
Anthropic signed a major deal with AMD for accelerator chips, but SpaceX chose exclusive Nvidia partnership. Highlights bifurcation: OpenAI building custom chips, Google TPUs, Ant…
$VZ···neutral· lowejaaz
Starlink targeting Verizon/AT&T scale: 5.5B internet users, direct-to-cell
Starlink aims to become primary internet pipeline for majority of 5.5B global users, eliminating dead zones with direct-to-cell. Gwynne Shotwell cited foundational competitive adv…
$T···neutral· lowejaaz
Starlink targeting Verizon/AT&T scale: 5.5B internet users, direct-to-cell
Starlink aims to become primary internet pipeline for majority of 5.5B global users, eliminating dead zones with direct-to-cell. Gwynne Shotwell cited foundational competitive adv…
$TSLA···neutral· mediumjosh kale
Tesla short squeeze history suggests SpaceX could see violent repricing
Tesla was the most shorted stock for 2-3 years before a 13x short squeeze in 2020-2021; SpaceX shows similar dynamics with high short interest and $100B unlock, potentially creati…
$TSLA···neutral· mediumjosh kale
Tesla comparison: most shorted stock for years before 13x short squeeze in 2020-21
Tesla was the most shorted company for 2-3 years before a 13x repricing in 2020-2021 as the thesis played out. Hosts see similar dynamic for SpaceX: high short interest, $100B unl…