We already have flying cars. They’re called planes

OMG it’s out already? Lol. Knock knock @Verizon @TMobile @ATT

Am I gonna regret swapping $TSLA for $SPCX in the short term?? 🤷‍♂️

Just pure joy

This graph makes it look like Tesla is committing election fraud.

Generalists - our time has come

After looking at the recent earnings, I bought $SPCX at $155.72 and I plan to hold this for the next 3 to 5 years. This already takes up 33% of my portfolio and I have room to make it 50% of my portfolio. Now hear me out: I am aiming for a $3-4 TRILLION market cap by 2030/2031 here. Maybe I'm crazy but I don't mind that. I remember so clearly that when $TSLA listed, everyone was telling me not to buy it because it's overvalued and to wait for the dip. Guess what? The dip never came and I missed out on generational wealth. I'm NOT ABOUT to miss out with $SPCX. Here's why I bought, what I think the company could become, and what could completely destroy my investment thesis; I think most people would think of rockets ONLY if we mention SpaceX. If you’re one of those people, don’t worry, I was the same until I did my research. As of today, SpaceX is an ecosystem combining space transportation, global connectivity, and artificial intelligence. All of those three sectors have a huge TAM to tap into. Of course, that’s just the thesis and I’m more for numbers guy; These are the latest Q3 2026 earnings numbers; > Revenue: $14.6B (+161% YoY) > Net Income: $4.4B > Adjusted EBITDA: $8.8B > Starlink/Connectivity Revenue: $5.25B > Super Intelligence Revenue: $7.56B What’s interesting to me is that the AI portion of the business is now bigger than Starlink. Why? In Q3 2025, AI portion of SpaceX business contributed less than $1 billion. As of today, a year later, it generated $7.56 billion. That's approximately 830% year-over-year growth. Starlink business continued to grow as well but only a 69% rate. Meanwhile, Gartner forecasts global AI spending will reach approximately $3.64 trillion in 2027. Here's the catch: Starlink generated $2.37 billion in operating income versus just $431 million from AI. While AI is winning on revenue growth, Starlink is winning on profitability. Don't get me wrong but I’m thinking that if SpaceX can eventually combine AI's growth with Starlink-like profitability, the long-term opportunity becomes extremely interesting. Okay so let’s talk about my $3-4 TRILLION valuation. I’m looking at what SpaceX could generate in annual revenue by 2030–2031, then applying a valuation multiple based on the quality, profitability, and growth of its businesses. 1. SUPER INTELLIGENCE: $150B–$180B ANNUAL REVENUE This is my biggest growth assumption. SpaceX generated $7.56B in AI revenue during Q3 2026 alone. If we take into account of annual composition, that's approximately $30B. But that’s just a snapshot of today’s business, not necessarily its full future earning potential. I believe the demand for AI compute is far from reaching maturity. As a civilization that's historically known to advance, the output of everything relevant will only continue to increase. Let's not even talk about AI compute but about electricity and food; According to IEA, total global electricity generation roughly doubled from 2000 to 2024, and by 2027, demand is projected to hit 30,700 terawatt-hours (TWh). According to Statista, between 1990 and the mid-2020s, global calorie consumption outpaced population growth by rising over 60%. By 2026, the global food market has expanded into a $9.67 trillion sector. So you're telling me as a civilization that's advancing forward all the time, AI compute will decrease instead of increase over time? I highly doubt that. For me, enterprise AI adoption, cloud infrastructure, inference workloads, and AI applications could continue expanding for years. For my $150B–$180B estimate to materialize, SpaceX would need to grow its current annualized AI revenue roughly five to six times over the next five years. Now that's aggressive but considering management's expansion plans and the enormous capital being deployed, I believe it's a possibility worth betting on. But revenue growth is meaningless if the company cannot eventually monetize that growth profitably and that's where the Starlink portion of the business comes in. 2. STARLINK/CONNECTIVITY: $60B–$70B ANNUAL REVENUE This is the business I believe could provide the financial backbone for SpaceX since it's already generating operating income. Starlink's Connectivity segment generated $5.25B in Q3 revenue and $2.37B in operating income. That's approximately a 45% operating margin. My thesis is that Starlink is still relatively early in its global expansion. Sure, consumer broadband is just one piece but I'm also looking at potential application in aviation, maritime connectivity, enterprise contracts, government adoption, and direct-to-device technology. But this is the economic moat that SpaceX has: IT CONTROLS THE ROCKETS & SATELLITE NETWORK. This also means that it controls much of the infrastructure needed to expand and maintain that network. Do you guys think that any company can easily replicate that overnight? No way. So if Starlink revenue grows from its current annualized level of approximately $21B to $60B–$70B by 2030–2031, that would represent roughly 23%–27% annualized growth over five years. I personally don't think this is unreasonable to expect, provided adoption continues and competition doesn't significantly pressure pricing. 3. SPACE TRANSPORTATION: APPROXIMATELY $20B ANNUAL REVENUE This is the smallest part of my thesis because I don't think we'll be going to the moon in the next 3-5 years or rather it wouldn't be something that's easily accessible yet. Commercially, too early but strategically, it's extremely important and that's all because of SpaceX re-usable launch technology. The commercialization of Starship, government contracts, commercial launch demand, and new space infrastructure opportunities could contribute to future growth in this business segment too. But let's look at the numbers here; Space revenue was approximately $1.77B in Q3. For my forecast to materialize, the space transportation business would need to grow to roughly $20B annually by 2030–2031. Again, not guaranteed so I'm closely watching Starship commercialization and launch economics. I don't expect rockets alone to justify a multi-trillion-dollar valuation but I believe SpaceX's launch capabilities are a major reason its other businesses have such a competitive advantage. After going through three of its business segment, let's now put the numbers together; My 2030–2031 revenue forecast: > AI Infrastructure: $150B–$180B > Starlink/Connectivity: $60B–$70B > Space Transportation: ~$20B TOTAL: $230B–$270B ANNUAL REVENUE. At $230B in annual revenue and a 13× price-to-sales multiple: $230B × 13 = $2.99 TRILLION. At $270B in annual revenue and a 15× price-to-sales multiple: $270B × 15 = $4.05 TRILLION. That's my potential $3–$4 trillion market cap target. But I want you guys reading this to be clear about one thing; My valuation here is ASSUMING the market will continue valuing SpaceX as a premium growth and infrastructure company. For that to happen, I believe three things must materialize: > AI and Starlink revenue must continue growing at attractive rates. > Operating margins must improve as infrastructure scales. > Free cash flow must eventually justify the massive amount of capital being invested. Without those conditions, I see no reason the market should automatically award SpaceX a 13–15× sales multiple. I do think that there's never a 100% guaranteed scenario in any investment that you take. There's always a bull vs bear case and I'm not going to bore you with the bear case scenario here BUT here is why I continue to be a bull here. After my entire write up and research, I believe SpaceX has a realistic chance of becoming one of the most important infrastructure companies in the world. @elonmusk being involved directly is definitely helping but the main pivot here is because I see multiple businesses that could scale into ENORMOUS markets and supported by infrastructure that's difficult for competitors to replicate. My investment horizon is 3–5 years MINIMUM. And my thesis depends on the underlying business growing into its valuation. For now, management is guiding for approximately $33B–$37B in revenue for Q1 2027. That's a quarterly revenue pace equivalent to $132B–$148B annually. That will be what I'm watching close during their Q1 2027 earnings report. I'm going to end it off with this: A GREAT COMPANY DOESN'T AUTOMATICALLY MAKE A GREAT INVESTMENT AT ANY PRICE. The share price is what you pay, the business is what you own. Let's all go to the moon together. 🚀

Due to inflation I'm downgrading from ADHD to AD720p with ads

I was very lonely so I bought some shares it’s nice to have a bit of company

Holy Crap!

This hits hard lol.

Apple can we do something about confirming BEFORE making a misclicked FaceTime call to an entire group chat??

Slow mornings with the kids are one of the most criminally underrated things on gods green earth

Credit card sized PCB "Not a Tetris" anyone?

Not a random photo. Okay, technically it's the most random photo possible. 📸 @Cloudflare SF #CloudflareConnect

Now that Travelgram is saturated with pictures of cities, skyscrapers, beaches, and mountains, the once mystical allure of travel itself becomes commonplace, the itch now moves on to more remote places, more unexplored terrain, unfamiliar, uncertain, yet sight provoking. The global camera slowly focuses on the underdogs of tourism. Fuelled by demanding eyeballs scrolling furiously on screens to idenfity the transient high of catching a yet unconsumed vista -- not the drab regurgitation of the current Travelgram but the slop of the future, the one you haven't yet consumed. What impact would this have on the locals? But no one cares about that. All they care is they went there, took a picture, shared it for clout, and claim the imagined throne of "the traveller" who's been places you've never even dreamed of.

Grok Bot is by far the most intelligent agent I have come across. It's usefulness as an assistance is unparalleled so so far it's handled all of my use cases with ease and with ... common sense! How'd they make it so good? Almost seems like ASI is actually here or maybe internally achieved if they're letting us get a whiff of it. Invaluable for business as the automations it manages replaces so many people.

I think parties are the core of any scene and if there’s not enough parties you should figure out how to make more. People need to meet. Couples need to meet. Artists need to find collaborators. It’s the nucleus of human interaction, everyone needs a reason to get dressed up.