Dan Ives of Yorkville Ives writing the following. The CapEx tug of war between SpaceX and investors is a necessary build out that will require patience. Dan joins us now for more.Dan, whose patience and how much pain will we see for the stock in between. Okay. I think and this is a barometer for what we're seeing across tech because the reality is this is an arms race.And when you think about what SpaceX is doing, the only way to get there is CapEx. And I think that's, look, that's a double edged sword as g ...

Everything that we interact with [music] in the physical world is either mined or it's grown. And unfortunately, we can't grow [music] metals. Whether it's a laptop, whether it's a cell phone, whether it's an AI data center, whether it is a robot, whether it's a battery, whether it's a car, all of that stuff comes from the ground.The entire modern economy is underpinned on metals and minerals. [music] 50 years ago, 60 years ago, we made a lot of these metals in the US. We were one of the largest producers o ...

內容簡介： 🔹SpaceX總裁公開宣戰！Starlink Mobile不只補死角，要建地面網正面搶Verizon、AT&T、T-Mobile那6000億美元生意🚀三家盤後齊跌，市場還在低估這盤大棋！ 🔹Q2財報超猛：營收年增92%、AI合約狂簽、資料中心回收期不到一年，年底衝千億ARR🔥Starlink淨增170萬訂戶創新高，下一代衛星2027上線！ 🔹傳統業者擋得住嗎？還是又要重演被Starlink打到措手不及？留言告訴我你的看法👇點讚訂閱不迷路！ #特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #Cybertruck #fsd #大魚聊電動 #Optimus #Robotaxi @Tesla ...

Tesla Gigafactory in Austin is absolutely insane. Can’t believe how long it is. https://t.co/SNzgs7GQHL ...

When you see the future constantly Tesla Cybercab https://t.co/GeudbQUN4x ...

.@Gwynne_Shotwell is the 🐐 https://t.co/44kKqnqQkN ...

When the future rolls by, it's golden. https://t.co/qoL9BHW37D ...

Who is ready? https://t.co/H7tc8NtNcE ...

How it started vs how it’s going https://t.co/I6yxRPCxMq ...

Nvidia CEO Jensen“@Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” @elonmusk https://t.co/YJAlQJybgx ...