spacex

Olivia66:

full

Kathals Info Bits

As of October 29, 2026, the digital asset market has decisively rebounded following yesterday's crucial Federal Reserve rate decision, with Bitcoin surging past $86,500–$88,000 while SPCX equity rallies toward $158.

As widely anticipated, the FOMC concluded its two-day meeting yesterday by holding the federal funds target range steady at 3.75%–4.00%. Chair Kevin Warsh’s accompanying commentary struck a balanced, pragmatic tone, assuring markets that the central bank remains data-dependent while acknowledging stabilizing inflation trends. Rather than treating the pause as a signal of sustained tightening, risk assets interpreted the decision as confirmation of a supportive "higher-for-longer plateau," triggering an immediate influx of sidelined institutional liquidity.

Simultaneously, the shockwaves of SpaceX’s $40 billion GPU debt-financing agreement continue to ripple across public and digital markets. The heavy capital commitment toward orbital AI infrastructure and Starlink compute nodes has firmly re-established the "market convergence" model—where space-tech capital flows act as a high-beta catalyst for broader risk-on momentum.

With derivatives leverage remaining orderly and spot ETF vehicles recording strong post-FOMC net inflows, technical support has solidified firmly in the $84,000–$85,000 zone, setting up a clear path to test upper resistance as Q4 enters its final stretch.

$BTC $SPCXB $SPCX #CoinVahini #Bitcoin #PostFOMC #SpaceX #Q4Momentum

BTC-0.17%

WangLin_抄底

Bearish

$SPCX VIOLENT BEARISH, but Do not Short at current price

Trend remains bearish as long as the price fails to reclaim 152 (maintaining lower highs structure)

$SPCX SHORT SETUP

· Entry Short: 146 - 149 (Retest broken zone)
· SL: above 152
· TP1: 140
· TP2: 135

Support me just Trade here👇$SPCX

#spcx #spacex

Zaheer Ahmad Pk

Bullish

A Major Development in AI and Technology!

According to the report, SpaceX’s reported $40 billion lease deal is designed to bring Nvidia’s next-generation Vera Rubin chips into its data center infrastructure. The key point: leasing could help SpaceX expand its computing capacity without paying the full cost upfront.

Financial takeaway: Potential demand for Nvidia, while SpaceX takes on substantial capital commitments and lease payments. The actual impact depends on the deal’s verification and execution.

#NVIDIA #SpaceX #AI #Finance
$NVDAB
$SPCXB

NVDAB-2.03%

Kathals Info Bits

#USPolitics 👉 Democrats Are Targeting SpaceX -NASA Contracts, Not a Single “DOGE Contract” 🎯

The main target is SpaceX’s billions of dollars in NASA spaceflight contracts, which Democrats want examined for conflicts of interest and whether Musk’s DOGE role affects federal decision-making. They also want to review Tesla’s federal clean-energy subsidies and whether public money improperly benefited Musk’s private companies.

💡Specific Oversight Targets
SpaceX–NASA contracts: Democrats want scrutiny of the multibillion-dollar launch and spaceflight agreements held by SpaceX.

💡Tesla clean-energy subsidies: Lawmakers are examining federal support received by Tesla and whether it created a conflict of interest.

💡DOGE contract cancellations: The focus is on DOGE’s cancellation of federal contracts, claimed savings, workforce cuts, and alleged withholding of congressionally approved funds.

💡Starshield/Ukraine access: Democrats may investigate whether Musk or SpaceX restricted military-grade satellite internet service used by Ukrainian forces.

💡Data access and conflicts of interest: They are also considering DOGE’s access to sensitive government data, including Social Security records.

These are proposed oversight areas, not confirmed subpoenas or contract cancellations. The actual impact would depend on whether Democrats win committee control after the midterms.

$DOGE $TSLAB $SPCXB #ElonMusk #SpaceX #Tesla #CoinVahini

Verified

SpaceX's rating was unchanged, but the stock still fell.

Fitch maintained its BBB+ rating on Wednesday, saying the $40 billion in GPU leases was already expected.
Closed at 145.23, down 2.25%.

140 is below; 172 is above.
In June and October, it was turned back at 172.
#SpaceX #SPCX $SPCX

Zoey_Crypto

🚨🔥 BREAKING: SPACEX JUST ENTERED THE $40 BILLION AI CHIP RACE! 🤖💰
The AI infrastructure battle is getting WILD! 🌍⚡
💥 HERE’S THE BIG NEWS:
🚀 SpaceX has agreed to a deal worth approximately $40 BILLION for AI chips and data-center equipment through a five-year lease arrangement.
🧠 WHY THIS MATTERS:
🔹 AI computing demand is growing rapidly.
🔹 Data centers need enormous computing power.
🔹 Major companies are competing to secure advanced AI infrastructure.
🔹 Huge spending raises a serious question: will future profits justify the cost?
📊 THE BIG PICTURE:
🐂 BULLISH VIEW: More AI infrastructure could support continued growth in computing and cloud services.
🐻 BEARISH VIEW: Rising costs and financing pressure could challenge companies that expand too aggressively.
🔥 MY TAKE: The AI race isn't just about building smarter models anymore — it's about who can afford to power them!
👇 YOUR TURN:
Is this the beginning of another AI boom, or are companies spending too much too fast?
🚀 AI BOOM CONTINUES
⚠️ SPENDING RISKS GROW
Drop your thoughts below! 👇
#SpaceX #AI #Technology #CryptoNews #Bitcoin #ArtificialIntelligence #BinanceSquare #MarketNews
⚠️ Educational commentary only. Not financial advice. DYOR.
$BTC $SOL

Article

🚀 SpaceX bets $40 billion on the future of artificial intelligence

SpaceX has entered into a financial leasing agreement worth approximately $40 billion to acquire new NVIDIA $NVDAB Vera Rubin AI processors and related equipment. Delivery is expected in the first half of 2027. This is more than just a chip purchase — it’s a bet that demand for AI computing power will grow at an extraordinary pace. "Source: SpaceX" (https://ir.spacex.com/updates/releases-details/2026/SPACEX-SECURES-40-BILLION-IN-THE-LARGEST-GPU-FINANCING-EVER-2026-EnDqGhTAB3/default.aspx)

NVDAB-2.03%

DWARIX 策

🚨 SpaceX Secures $40B AI Chip Financing Deal!

Hey guys, this is a massive move in the AI infrastructure race. 👀

SpaceX has reportedly secured around $40 billion in equipment-lease financing with Apollo Global Management to fund advanced chips for its AI operations.

But here's the interesting part: AI growth isn't just about better models anymore. It's also about who can afford the chips, computing power, and infrastructure needed to scale.

💡 What this means:
• More funding for AI infrastructure expansion.
• A bigger role for private credit in financing the AI boom.
• More pressure to turn massive AI investments into real revenue.

⚠️ However, financing isn't free growth. Investors will want to know whether the returns justify the borrowing and lease commitments, especially amid concerns about SpaceX's reported debt accumulation.

The big question: Is this a smart way to scale AI infrastructure, or are financing costs becoming a bigger risk for the industry?

What do you think, brothers? 👇

#SpaceX #EarningsSeason
$SPCXB
$SPCX

A company that could house all of Musk’s businesses is now trading at just over 60% of its value—a great tech company that could become the world’s largest by market cap #SpaceX I’ve changed my name. From now on, call me Old Ox on Mars. It’s not a spur-of-the-moment thing. I laid out Musk’s cards from the past few years and took a look: rockets and Starlink at SpaceX; electric cars, self-driving technology, and humanoid robots at Tesla; plus his AI and brain-computer interface projects. Look at any one of them, and you might think he’s just doing business. Put them all on the table, and he’s staking out, one by one, some of the most valuable industries of the next two or three decades. Last Wednesday, Musk said himself that SpaceX and Tesla had each formed a committee to discuss a merger, and that he thought it was a good idea. My view is that this is just the first step. If cars and rockets can be brought together, why not Starlink, robots, AI, and brain-computer interfaces? It’s only a matter of time before they all end up in the same basket. When that day comes, SPCX won’t just be a rocket company—it’ll be the master account for Musk’s entire future. It won’t be long, and everyone here can see it. But how is the market treating it now? The day the news came out, it surged as high as 166, then got hammered back to 144 the next day, giving it all back in a single day. It tested the 142–143 range three times—on October 16, October 22, and yesterday—and held each time. It once reached a high of 225 over the past year. Now it’s trading at just over 60% of that peak. A company that could house all of Musk’s businesses, at 60% of its value. So Old Ox’s strategy is pretty simple: for U.S. stocks, buy the first tranche of SPCX around 142, then add another at 140. For crypto folks, keep an eye on SPCXB spot; it tracks the U.S. stock at the same price, so the levels are the same. I’m not betting it’ll go up tomorrow. I’m betting that, ten years from now, we’ll look back and laugh at today’s price. In my next post, I’ll write about who least wants to see Musk finish this game of chess. $SPCX $TSLA #SPCX Renaming in six days

Abu Fahadأ:

💛

合约控盘人-牛来

Verified

A company that could house all of Musk’s businesses is now trading at just over 60% of its value—a great tech company that could become the world’s largest by market cap #SpaceX

I’ve changed my name. From now on, call me Old Ox on Mars. It’s not a spur-of-the-moment thing. I laid out Musk’s cards from the past few years and took a look: rockets and Starlink at SpaceX; electric cars, self-driving technology, and humanoid robots at Tesla; plus his AI and brain-computer interface projects. Look at any one of them, and you might think he’s just doing business. Put them all on the table, and he’s staking out, one by one, some of the most valuable industries of the next two or three decades.

Last Wednesday, Musk said himself that SpaceX and Tesla had each formed a committee to discuss a merger, and that he thought it was a good idea. My view is that this is just the first step. If cars and rockets can be brought together, why not Starlink, robots, AI, and brain-computer interfaces? It’s only a matter of time before they all end up in the same basket. When that day comes, SPCX won’t just be a rocket company—it’ll be the master account for Musk’s entire future. It won’t be long, and everyone here can see it.

But how is the market treating it now? The day the news came out, it surged as high as 166, then got hammered back to 144 the next day, giving it all back in a single day. It tested the 142–143 range three times—on October 16, October 22, and yesterday—and held each time. It once reached a high of 225 over the past year. Now it’s trading at just over 60% of that peak. A company that could house all of Musk’s businesses, at 60% of its value.

So Old Ox’s strategy is pretty simple: for U.S. stocks, buy the first tranche of SPCX around 142, then add another at 140. For crypto folks, keep an eye on SPCXB spot; it tracks the U.S. stock at the same price, so the levels are the same. I’m not betting it’ll go up tomorrow. I’m betting that, ten years from now, we’ll look back and laugh at today’s price. In my next post, I’ll write about who least wants to see Musk finish this game of chess.

$SPCX $TSLA #SPCX Renaming in six days

TSLA+0.58%

Padfoot:

火星老牛先别点火😂 SPCX到底对应哪家公司、SPCXB凭啥跟美股同价，得先验明正身，别买的是火箭，到账的是窜天猴。

新垣奈奈

Verified

If you chased into SpaceX on earnings day, 10/21, you’ve probably had a pretty uncomfortable week.

The earnings were genuinely good: revenue came in at $14.57 billion versus expectations of $12.97 billion, and the stock closed at $159.31 that day. But the next day, 1.3 billion shares were unlocked, and the stock fell 9.1% in a single day, giving back almost all of its gains. It closed at $145.23 last night, after hitting an intraday low of $142.13—just $2 above the $140 level everyone’s watching.

My take: buyers have stepped in at $140 twice this month, but I really can’t say whether they’ll hold the line a third time. If it holds, $150 is the first level to watch above. If it breaks below, there isn’t much meaningful support beneath it; the August low is around $108. Binance perpetual funding is still positive at 0.028%, which suggests plenty of people are still holding on. A decisive break below support could hurt.

The next clearly scheduled share unlock is December 8, so for now I’m more inclined to watch how it trades within the $140–$150 range.

Do you think $140 will hold or break? Which side are you on?

Just my personal observations, not investment advice.
$SPCX
#SpaceX #美股 #StockEarningsSeason

自律方能自由

Article

A Giant Beast Unleashed? Taking It in Stride

As planned, 1.3 billion shares were unlocked on the second trading day after SpaceX announced its Q3 results; another 328.4 million shares were unlocked on October 26. Together, the 1.6284 billion unlocked shares were like a giant beast breaking out of its cage—equivalent to a large-cap stock going public. How did the market react?
On October 21–22, the share price fell from 166 yuan to 143 yuan, but there was no dramatic plunge as many had predicted.
Since October 26, the share price has moved steadily in a narrow range of 145 to 151 yuan.
In two words: Unfazed!
It can only mean one thing: The market is extremely optimistic about SpaceX, and its original shareholders have high hopes for the company's future!

Padfoot:

先看巨兽是来拉盘还是来干饭的，别一激动，自己成了饲料😂

🔥 SpaceX raised $40B in debt for GPUs.

📊 Private company, attributed figure.

🧠 Launches, satellites and GPUs now compete for one balance sheet.

💬 Launch company or GPU farm? <code>NVDA</code> #SpaceX #AI #BinanceSquare

Musk: 'I closed the Starlink loophole'
Ukraine: 'we didn't breach terms'

everyone else: reading the terms of service for once

#Starlink #SpaceX #BinanceSquare

🔥 SpaceX and Tesla are being analyzed as a tie-up candidate.

📊 KEY NUMBERS
No transaction announced.

🧠 WHY IT MATTERS
Shared compute, autonomy and launch capacity would be vertical integration.

💬 Stronger or just bigger? #SpaceX #Tesla #AI #BinanceSquare

TSLAB+0.61%

🔥 Starlink coverage design is now a Wall Street modeling exercise.

📊 KEY NUMBERS
SpaceX remains private.

🧠 WHY IT MATTERS
Analysts are pricing what the network could be worth before any public listing.

💬 Consumer broadband or government contracts first? #SpaceX #Starlink #BinanceSquare

Article

SpaceX Coverage Network Designs Draw Wall Street's Attention

SpaceX's coverage network designs are drawing attention from Wall Street analysts modeling what the system could be worth.
The interest centers on Starlink's ability to deliver connectivity where terrestrial networks are expensive or impossible to build, and on how that could be monetized beyond consumer broadband.
Analysts are looking at enterprise and government contracts as the higher-margin end, while consumer subscriptions provide the base volume.
SpaceX remains private, so none of this is tradeable today. But analysts building models means an eventual public entry has a reference frame ready.
The open question is whether coverage density improves margins fast enough to justify the capital already committed.
Do you think Starlink becomes SpaceX's biggest business before Starship flies? #SpaceX #Starlink #Satellite #BinanceSquare

Article

Wall Street Is Weighing A SpaceX And Tesla Tie-Up

Wall Street is weighing what a tie-up between SpaceX and Tesla could look like, according to analyst commentary.
The pairing would bring together a launch and satellite operator with an autonomous driving and robotics company, connected through shared AI and compute infrastructure.
The logic is vertical integration: SpaceX has capital and launch capacity, Tesla has autonomy software and manufacturing scale, and both depend on the same compute and power constraints.
There is no announced transaction. What exists is analysis of what such a structure would mean for valuation and for the competitive position of both companies.
The regulatory and governance complexity would be substantial, which is usually the part that ends these conversations.
Would a SpaceX-Tesla combination make either company stronger, or just bigger? #SpaceX #Tesla #AI #BinanceSquare

TSLAB+0.61%

LionFire

Bullish

#SpaceX

🛰️ TAKING OFF: SpaceX ($SPCXB) continues to pull sharply away from our red buy line 🛡️✨

Remember when we decided to be patient at the $140.40 support level? Markets always test your discipline, but the technical structure doesn’t lie when you trade with a clear plan.

🎯 The current state of the trade:

🚀 Current price ($149.30): The price continues to move away from the red line, confirming that the institutional accumulation zone achieved its goal perfectly.

🧱 Solid structure: Holding comfortably above the moving averages and VWAP, buying momentum is steadily gaining ground.

🧘 The golden rule: The best entry points are almost never comfortable because they coincide with temporary pessimism. Today, those who waited patiently at support are watching the price soar.

💡 Chasing prices amid green euphoria often comes at a high cost; finding opportunities where liquidity defends the ground is what makes the difference. SpaceX is proving us right and moving away from the base. Keep a cool head and manage risk with discipline! 🧠⚡