$RKLB @RocketLab @NASA @ucbssl BLUE AND GOLD HEAD TO MARS. SPACE SYSTEMS CASH. Rocket Lab built the twin spacecraft for NASA and UC Berkeley. Names: Blue and Gold. Next month they swing close past Earth. Each fires its main engine in one long burn. Earth's gravity boosts the burn. Then they head for Mars. Rocket Lab says this move has never been done successfully before. The ops team is rehearsing the burn now. Launch was Nov 13, 2025. Mars arrival is set for September 2027. Science starts after that. Neutron's first flight sits in 2027. That delay owns the stock story. This is the other story: Rocket Lab already builds deep-space spacecraft and sells the parts that fly on them. Cash today is not only Electron pads. Watch the November Earth pass and burn. That is the next real test. Patience and Conviction. $RKLB @RocketLab @NASA @ucbssl @RKLBMan @FranciscoSpace5 @AceCrouton @MrsIglesiasRKLB @jinseongeo83473 @SpaceSector001 @HypaWaveNZ @itschrisray @topsecretstocks @pbdes @DutchSpace @KenKirtland17 @TheVan151 @nz482648 @Peter_J_Beck

$NOK $NVDA @nokia @nvidia @TMobile FIRST AI-RAN CALL ON A LIVE PHONE NETWORK Nokia, NVIDIA and T-Mobile said today they made the world’s first AI-RAN phone call on a live commercial network. The site is in Bellevue, Washington. It used Nokia radios, Nokia software on NVIDIA servers, T-Mobile’s live 5G network, and a normal phone. Big AI training still needs power, chips and data centers. This news is different. GPU computers are now sitting inside the cell network, so a tower can run radio work and AI on the same box. At GTC Berlin, Jensen said this kind of computing is moving into the phone network itself. This is early. It was one call at one live site. Older tests stayed in labs. Nokia hopes the tech can use spectrum about 2x better later — that is a goal, not a result today. Watch if more phone carriers put this into real traffic next. Patience and Conviction. $NOK $NVDA @nokia @nvidia @TMobile @chetansharma @monicapaolini @lindahardesty @disruptivedean @christpatsi @JuhaVaris @Dan_Schwartz @Little_K_Story @SKundojjala @HyperTechInvest @MelvinInvests @rk8215 @jinseongeo83473 @InvestmentGuru_

$SPCX @SpaceX @elonmusk SI PASSED CONNECTIVITY. STARSHIP STARTED PRINTING CASH. SpaceX delivered $14.6B of revenue in Q3, up 161% year over year. Net income was $4.4B. Adjusted EBITDA was $8.8B. The mix is the real story. Super Intelligence brought in $7.56B. Connectivity brought in $5.25B. SI is already the larger top line. Cash is shifting toward compute and intelligence, not only dishes. Nameplate compute sat at about 1.7 GW at quarter end. On the webcast, Elon said he is fairly confident of an incremental 10 GW in 2027 on top of roughly 2.5–3 GW by year-end, with power and cooling as the real constraint rather than chips alone. Starlink Connectivity is still the cash engine. Segment operating income was about $2.4B, up 99% year over year. Consumer subscribers hit 13.6M with ARPU around $69. That recurring stack funds Starship cadence and the SI buildout. Elon told investors cellular veterans look at the old chessboard and miss that SpaceX is building new pieces. He wants a deeper Starlink strategy walkthrough for that reason. Space segment revenue was about $1.8B. The first revenue-generating Starship mission delivered 26 Starlink V3 satellites, roughly 10× the downlink of a Falcon Starlink launch. Starship is not only R&D theater. It started printing launch and sat revenue this quarter. On the call, Elon said Flight 15 is expected next month and will attempt to catch both the booster and the ship — the first full recovery of an orbital launch vehicle if it works. He called success more likely than not, and laid a cadence path of weekly Starship in the first half of next year and twice weekly later, with Louisiana as the next scale base. Post-print he added that $1T in SpaceX revenue in 2028 is no longer impossible. Treat that as direction of travel from this run-rate, V3 bandwidth, and the SI gigawatt path — not a guaranteed forecast. What to watch next: Starlink ARPU and subscriber growth, how fast SI utilization fills the nameplate gigawatts, and whether Flight 15 catches both stages. Florida and Louisiana cadence matter after that. Own the stack: launch, then sats, then services, plus the AI compute that rides on the same balance sheet. Patience and Conviction. $SPCX @SpaceX @elonmusk @joehansen @MentoviaX @Amy787 @aaronburnett @MaxQ @Truthful_ast @KenKirtland17 @spcxGOD @HeavyMetalShip @BoosterTribe @jinseongeo83473 @MikeSeeley @MarsSurfHab @SpaceSector001 @FranciscoSpace5

$SPCX @elonmusk @SpaceX @SpaceXSI On the call I listed Elon’s Q3 points. Same list here: 1. Flight 14 orbit + Starlink V3 — turning point for launch, internet, AI compute 2. Flight 15 next month — catch booster + ship; first full recovery if it works; more likely than not 3. Louisiana base — maybe 20+ towers later for huge mass to orbit 4. Starship cadence — ~weekly 1H 2027, then ~twice a week 5. Airplane-like reuse — land and fly again with little repair 6. Half-loaded Flight 14 ≈ 10 Falcon Starlink launches in bandwidth 7. ~3 years: ~100× Starlink bandwidth; ~100k sats, each much stronger 8. Starlink money tracks bandwidth; also phone-direct + ground where allowed 9. 3–5 years: AI agents may need ~1000× more bandwidth 10. AI limit is power / cooling / buildings, not chips alone 11. Mass-to-orbit team now building ground AI compute fast 12. Memphis heavy; ~200k GB300/month; next year mostly Vera Rubin 13. Fairly confident +10 GW compute in 2027 on ~2.5–3 GW YE → ~13 total; aim +20 GW power/cooling; small chance >20 GW compute 14. Biggest training cluster end Q2 — ~440k Vera Rubin for Grok 15. Grokbot fastest growth he’s seen; usage rises; enterprise in weeks; may use most SI compute 16. ARR end-2027: $100B–$1T 17. Terafab: test chip ~May/Jun 2027; volume hope Q3’28; long goal terawatt chips/year 18. Rocket casting → turbine blades/vanes — power 12–18 months faster 19. Factory modular inference boxes with power/cooling, ship out widely 20. Tesla–SpaceX merger: special committees; he thinks yes, not certain; Tesla needs 50% of all shares; no terms yet 21. Starlink path to several hundred billion $/year — wants a longer strategy talk 22. ~50/50 own vs rent compute; short contracts; $/watt rising; hard to rent elsewhere 23. Feel V3 speed after a few hundred sats — maybe mid next year 24. Louisiana first launch hope ~2 years (2028); at scale 2029 highly confident

$TSLA $SPCX @Tesla @SpaceX @elonmusk ELON: WITHOUT AI AND ROBOTS AMERICA GOES BANKRUPT Elon told Walter Isaacson on The Builders that cutting government spending will not fix America’s debt. His words: "There's no way we were gonna solve the deficit from within the government. The only way we're going to solve the national debt is with AI and robots. We're not gonna solve it by trying to save our way there." The US owes a huge amount of money. Every year it pays a lot just in interest. If the country does not grow faster, that bill keeps getting heavier. Cutting spending sounds nice. Elon says it will not happen — leaders will not cut enough, for long enough. So the other way is to grow. AI and robots help people and factories make more things with the same time and the same staff. When the country makes more, businesses and workers earn more. When they earn more, they pay more tax without raising rates. More tax money coming in makes the debt easier to carry. Robots do not write a check to the Treasury tomorrow. They raise how much America can produce. That is the bet. $TSLA is Optimus — the robot side. $SPCX is Starlink cash paying for the AI and compute side. Patience and Conviction. $TSLA $SPCX @Tesla @SpaceX @elonmusk @InvestmentGuru_ @MelvinInvests @ShanuMathew93 @joehansen @MentoviaX @Amy787 @aaronburnett @TESLAcharts @HyperChangeTV @ti_morse @HeavyMetalShip @BoosterTribe @jinseongeo83473 @FranciscoSpace5 @InvestmentGuru_

$CEG $VST @ConstellationEG @VistraCorp MICROSOFT WALKED AWAY WHEN THE UK GRID SAID 2030s Microsoft dropped out as the main tenant on Nscale’s planned data center in Loughton, Essex. Grid officials said power may not show up until the 2030s. The site was meant to hold about 23,000 Nvidia GPUs. Nscale says it still works with Microsoft and is looking for other power and other UK sites. I am not pitching a UK stock. I am watching the same power problem we already see in the US. When the grid line takes a decade, big AI buyers do not wait. They buy watts that can turn on now — plant uprates and firm nuclear names. $CEG and $VST are the clearest public names in that lane for me. @ShanuMathew93 @stokdog @Yellowbull11 @UnoMasReactor @whatisnuclear @MadiHilly @jessebday @quakes99 @energybants @Dr_A_Stein @isabelleboemeke @capnek123 @AceCrouton @jinseongeo83473

$SPCX @SpaceX @elonmusk ELON WILL GIVE EVERY KID IN AMERICA ONE SPACEX SHARE Elon posted Monday: “Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.” Elon is giving children a real piece of the company that launches most of the free world’s mass to orbit. Not a slogan. Not a speech. A share. SpaceX already trades in public. Kids who grow up holding even one share will grow up caring who builds rockets, who flies Starlink, and who keeps America first in space. That is how you plant long-term owners, not day traders. Patience and Conviction. @MentoviaX @joehansen @Amy787 @MaxQ @KenKirtland17 @aaronburnett @HyperChangeTV @ti_morse @BolsaZone @MelvinInvests @InvestmentGuru_ @nextbigfuture @jinseongeo83473 @RealMattMoney @FranciscoSpace5 @AceCrouton @Money_or_Life_X

$SPCX @SpaceX @elonmusk SPACEX Q3 TOMORROW. WATCH STARLINK CASH. SpaceX will report third-quarter results after the close on Tuesday, October 20. This is the second public quarter since the IPO. I will watch two things. How much cash Starlink brings in. And whether that cash helps pay for more Starship flights. Launch still comes first. Once the satellites are up, most of the money comes from services. A clear report will show if the business can fund the next step in flight rate. If it cannot, the call will sound vague. Elon said Monday he will give one of his SpaceX shares to every kid in America next year. He also said the company’s total market is “vastly higher” than a $28.5 trillion claim. Both are interesting. Patience and Conviction. @MaxQ @joehansen @MentoviaX @Amy787 @KenKirtland17 @nextbigfuture @HeavyMetalShip @BoosterTribe @HyperChangeTV @ti_morse @BolsaZone @MikeSeeley @FranciscoSpace5 @jinseongeo83473 @AceCrouton @InvestmentGuru_ @SpaceSector001

$PL $NVDA $SPCX @planet @nvidia @SpaceX PELICAN-12 MOVES TO TUESDAY. THE EDGE ANGLE STAYS. Bad recovery weather killed Monday’s Bandwagon-5 attempt. SpaceX now points at Tuesday, Oct 20, around 6:30 a.m. ET from Florida. Pelican-12 rides that Falcon when it goes. I am not here for another countdown graphic. I care what this satellite does once it is up. Planet wants five Pelicans in the sky this year. This one left the factory less than three months after Pelican-11. That pace looks like a production line, not a specialty build. The camera gets sharper — Gen 2 aims near 30 centimeters, versus about 50 on Gen 1. Planet put an NVIDIA Jetson on board for edge compute, the same path they already tested with near real-time object detection on Pelican-4. A steerable antenna is along for the ride too, so they can push sat-to-sat. @AIStockSavvy @PrimeTrading_ @gbstocks @pbdes @aravindEO @SpaceInvestor_ @DutchSpace @jinseongeo83473 @Kaizen_Investor @InvestmentGuru_ @AceCrouton @FranciscoSpace5

$SPCX @SpaceX @elonmusk SPACEX IS THE KING ON MASS TO ORBIT Elon replied today under a launch-share thread: "SpaceX is an anomaly in the matrix." The charts show why. On year-to-date launches, SpaceX already sits alone at the top. On mass to orbit, everyone else is a rounding error. Western heavy launch is a one-company market in practice. That is the investor point. Space runs on a simple logic, those are launch, then satellites, then services. Mass to orbit is the scarce input for Starlink and everything else that needs a ride. When one firm owns most of that pipe, it sets the price of getting mass upstairs. I am not making a geopolitics case. The numbers alone are enough. Falcon built the lead. Starship is the next step on the same scarce input. Not investment advice. @joehansen @Truthful_ast @spcxGOD @TrackingTheSB @yatharthmann @BoosterTribe @MaxQ @aaronburnett @aravindEO @jrxcket @lewisknaggs42 @MikeSeeley @jinseongeo83473 @AceCrouton @MarsSurfHab @SpaceSector001 @FranciscoSpace5 @TheVan151 @nz482648