TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

edison yu

T3 · host / generalist

Deutsche Bank analyst with buy rating on SpaceX ($235 price target). Models $100B ARR by year-end driven by Starlink and cloud services. Sees Starship flying 15-20 times next year.

6 calls·4 names·83% bull·last heard 6 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SPCXSpaceXposition

Deutsche Bank sees $100B ARR achievable by year-end driven by cloud services

Edison Yu models SpaceX's cloud business at $40B+ run rate by December with Cursor and other AI assets pushing toward $60B, making the $100B ARR target credible without needing Starship orbital data centers to scale immediately.

Bloomberg Tech2026-08→
2ndmedium conviction
$NVDANvidia

SpaceX selects Nvidia architecture for orbital data centers; Uber calls Nvidia huge partner for physical AI

Edison Yu notes SpaceX decided to go with Nvidia architecture for orbital data center prototypes, while Khosrowshahi highlights Nvidia's physical AI model release as a major ecosystem advancement for autonomous vehicles.

Bloomberg Tech2026-08→
3rdlow conviction
$CURSORCursor

Cited as fast-growing contributor to SpaceX AI segment revenue trajectory toward $100B ARR

Edison Yu includes Cursor as a contributor to SpaceX's AI revenue run rate, noting Bloomberg has reported it's running at a very fast growth rate, helping bridge the gap to $100B ARR.

Bloomberg Tech2026-08→

most discussed · click a bar to filter

recurring themes

6 total
$CURSOR
Cursor
LOWedison yu·Bloomberg Tech·6 days ago
Cited as fast-growing contributor to SpaceX AI segment revenue trajectory toward $100B ARR
Edison Yu includes Cursor as a contributor to SpaceX's AI revenue run rate, noting Bloomberg has reported it's running at a very fast growth rate, helping bridge the gap to $100B ARR.
"YOU ADD ON CURSOR. I THINK BLOOMBERG HAS EVEN REPORTED IT IS RUNNING AT A VERY FAST GROWTH RATE. YOU PUT THAT ALTOGETHER. WE THINK YOU COULD PROBABLY GET TO SOMETHING LIKE $60 BIL…"
6:34
$GROK
Grok
LOWedison yu·Bloomberg Tech·6 days ago
Part of SpaceX AI segment alongside X advertising and Cursor, contributing to revenue trajectory
Edison Yu lists Grok as one of the AI assets within SpaceX's segment, alongside X advertising business and Cursor, contributing to the overall revenue run rate calculation.
"YOU HAVE OTHER PARTS OF AI, YOU HAVE GROK, X, THE ADVERTISING BUSINESSES. YOU PUT THESE PIECES TOGETHER, YOU ADD ON CURSOR."
6:34
$SPCX
···
SpaceX
HIGHedison yu·Bloomberg Tech·6 days ago· position
Deutsche Bank sees $100B ARR achievable by year-end driven by cloud services
Edison Yu models SpaceX's cloud business at $40B+ run rate by December with Cursor and other AI assets pushing toward $60B, making the $100B ARR target credible without needing Starship orbital data centers to scale immediately.
"WE BELIEVE THIS PUTS US ON A TRAJECTORY INCLUDING CONTRIBUTION FROM CURSOR TO REACH $100 BILLION OF ANNUAL REVENUE RUN RATE BY THE END OF THIS YEAR. WE THINK YOU COULD PROBABLY GE…"
5:53
$NVDA
···
Nvidia
MEDedison yu·Bloomberg Tech·6 days ago
SpaceX selects Nvidia architecture for orbital data centers; Uber calls Nvidia huge partner for physical AI
Edison Yu notes SpaceX decided to go with Nvidia architecture for orbital data center prototypes, while Khosrowshahi highlights Nvidia's physical AI model release as a major ecosystem advancement for autonomous vehicles.
"A BIG PIECE OF THE TECHNOLOGY NEWS WITH THAT SPACEX HAS TO CUT -- DECIDED TO GO WITH NVIDIA AND THEIR ARCHITECTURE. NVIDIA, WHO IS A HUGE PARTNER OF OURS RELEASED THE PHYSICAL AI…"
7:20
$SPCX
···
SpaceX
MEDedison yu·Bloomberg Tech·6 days ago· position
Deutsche Bank models $100B ARR by year-end, sees upside even at 1/3 of Musk's $1T 2030 target
Edison Yu models SpaceX hitting $100B annual revenue run rate by December driven by Starlink ($40B+ run rate) and cloud services, with AI segment as major cash burn. Even achieving one-third of Musk's $1T 2030 target would imply significantly higher stock value than current levels.
"WE BELIEVE THIS PUTS US ON A TRAJECTORY INCLUDING CONTRIBUTION FROM CURSOR TO REACH $100 BILLION OF ANNUAL REVENUE RUN RATE BY THE END OF THIS YEAR... WE ARE PROBABLY MODELING A T…"
5:53
$NVDA
···
Nvidia
MEDedison yu·Bloomberg Tech·6 days ago
SpaceX selects Nvidia architecture for orbital data centers; Uber partners on physical AI model
Edison Yu highlights SpaceX's decision to use Nvidia architecture for orbital data center prototypes as a key near-term milestone. Dara Khosrowshahi cites Nvidia's physical AI model release as advancing the AV ecosystem Uber depends on.
"A BIG PIECE OF THE TECHNOLOGY NEWS WITH THAT SPACEX HAS TO CUT -- DECIDED TO GO WITH NVIDIA AND THEIR ARCHITECTURE... NVIDIA, WHO IS A HUGE PARTNER OF OURS RELEASED THE PHYSICAL A…"
7:23