March of the 10 thousand is happening RIGHT NOWEast Coast + West Coast Falcon 9s launching 54 sats to push Starlink past 10k in orbit.Elon called it — and it's about to be real. https://t.co/H6wEBw08Si ...

Welcome!Orbital space centers and mass drivers on the Moon will be incredible.Jason Ginsberg (@JasonBud):I’m proud to be joining SpaceX and xAI with @milichabIt has become clear that software is changing fundamentally. More and more, people can shape the tools they use directly, and the ceiling of what can be built keeps rising.What makes xAI special is the scale of its ...

Welcome!Orbital space centers and mass drivers on the Moon will be incredible.Andrew Milich (@milichab):I’m joining @SpaceX and @xai with @JasonBud.X is the company realizing science fiction - reusable rockets, humanoid robots, data centers in space, and more. Almost 10 years ago, I joined SpaceX as an intern on Dragon 2 crew displays. This was in the era of the first rocket https://t.co/I2HGIYqF8w ...

Tesla received government clearance to convert its investment in Elon Musk’s xAI into a small stake in SpaceX https://t.co/NMEJysb2Jw ...

Core Insights - The Motley Fool has recently highlighted a new stock opportunity, diverging from its usual recommendations of established favorites like Shopify and NVIDIA [1][2] - The stock in question is linked to the booming space economy, projected to grow to $1.8 trillion by 2035 [5][6] - The company has been recommended multiple times by different Motley Fool services and has seen a significant increase in value, up 10x in two years [5][9] Company Overview - The company is described as a vertically integrated player in the space industry, handling design, manufacturing, launching, and monitoring of satellites [7][10] - The CEO has invested over $2.6 billion of his personal fortune into the company, indicating strong confidence in its future [8][24] - The company is identified as Rocket Lab (RKLB), which has experienced substantial growth, with a market cap rising from around $2 billion to approximately $40 billion [9][10] Financial Performance - Rocket Lab's revenue has been growing at a rate of about 40% annually, with expectations to exceed $1 billion in revenue by 2027 [10][14] - Analysts forecast that the company may achieve adjusted earnings of 13 cents per share by 2027, despite current losses [11][12] - The company maintains a strong cash position of about $1 billion, allowing it to continue capital expenditures and operational spending [14] Market Position and Valuation - Rocket Lab is currently valued at approximately 70 times last year's revenue, which raises questions about its valuation relative to its financial performance [19][20] - Comparisons are drawn to SpaceX, which is significantly larger and profitable, suggesting that Rocket Lab's valuation may be speculative based on future growth potential [18][19] - The stock is characterized as a "bet on lots more good news," indicating a speculative investment approach [20][21] Industry Context - The space sector is experiencing a surge in interest and investment, with various players, including SpaceX and legacy companies, performing well [22][23] - The growth in the space economy is attracting both established and new entrants, with Rocket Lab positioned as a key player in this evolving market [22][23]

Space travel as common as ocean flights.Starship is making it possible. 🚀 https://t.co/nBSzizL66F ...

Core Viewpoint - The impending SpaceX IPO, valued at over $1.75 trillion, could significantly impact the Nasdaq-100 index and related ETFs, prompting investors to consider selling their QQQ holdings before the IPO due to potential volatility and structural risks [1]. Group 1: SpaceX IPO and Nasdaq-100 Impact - SpaceX is preparing for a historic IPO that could rank it among the top U.S. companies, with Nasdaq considering a "Fast Entry" provision for its inclusion in the Nasdaq-100 index after just 15 trading days [1]. - The proposed changes to Nasdaq's inclusion rules could force passive funds to buy billions in shares almost overnight, regardless of market conditions, leading to potential volatility in QQQ and similar ETFs [1]. - The introduction of a 5x float multiplier for stocks with limited public float could artificially inflate SpaceX's weighting in the index, creating a scenario where passive funds treat a small float as a much larger market cap [1]. Group 2: Risks of Passive Investment Strategies - The potential for insider selling after lock-up periods could lead to significant declines in stock prices, as insiders may sell into an inflated market created by passive buying [1]. - The structural changes in Nasdaq's rules could set a precedent for other high-valuation tech IPOs, amplifying the risks associated with low-float structures and passive investment dynamics [1]. - Investors are advised to consider trimming or selling their QQQ exposure ahead of the SpaceX listing to mitigate the risks of a downturn that could adversely affect retirement portfolios [1].

Today in Bloomberg Deals: Japan’s M&A momentum, Thyssenkrupp doubts steel deal and SpaceX IPO lures investors into murky private deals. https://t.co/aCsgpXJTdk ...

March of the 10 thousandBrian Basson (@BassonBrain):Friday the 13th and 10,000 Starlink sats in orbit🔥@SpaceX is targeting, weather permitting, double-header Falcon 9 launches from the East and West Coast to deploy 54 @Starlink satellites.... one of these satellites will represent the first time SpaceX surpass 10,000 Starlink https://t.co/3wZSMAYxs6 ...

Core Viewpoint - The article highlights the emergence of "芯际穿越" (Chip Crossing) as a strategic initiative by追觅科技 (Dreametech) to establish a competitive edge in the global AI computing industry through innovative chip technology and a robust ecosystem [5][21]. Group 1: Industry Context - The Chinese technology industry is depicted as striving to break through in various sectors, with companies like NVIDIA and Qualcomm dominating data centers and mobile devices, respectively, but struggling in areas like robotics and automotive integration [3][4]. - The competition for "computing sovereignty" reveals gaps that companies like芯际穿越 aim to exploit [4]. Group 2: Strategic Focus of 芯际穿越 - 芯际穿越 is positioned to develop a world-class intelligent computing chip ecosystem, focusing on core chip technology and innovation [5][9]. - The initiative will operate as an independent brand, aiming to maintain the integrity of the追觅 ecosystem while competing in the global AI market [6]. Group 3: Product Development and Advantages - 芯际穿越 plans to create intelligent terminal products across multiple fields, including general robotics SoCs, mobile processors, and autonomous driving chips [10]. - The company leverages追觅's established expertise in smart hardware and vast real-world data resources to integrate technology, algorithms, and chips effectively [11][13]. - The "天穹" series chips for general robotics and other high-performance chips are highlighted for their advanced integration and computing power [11]. Group 4: Technological Synergy and Market Potential - 芯际穿越's technology allows for shared core capabilities across different applications, enhancing efficiency and reducing redundancy in development [14]. - The company aims to capitalize on the growing demand for specialized chips in fields like autonomous driving and robotics, as well as the shift towards distributed computing [20]. Group 5: Strategic Vision and Future Outlook - 芯际穿越's approach aligns with national strategies to encourage innovation and strengthen AI capabilities, positioning itself favorably in the competitive landscape [21]. - The article discusses the potential of space computing, with plans for a satellite-based computing center that could provide unprecedented computational power [25][26]. - The strategic focus on both chip design and AI computing capabilities aims to ensure that the company remains at the forefront of the evolving technology landscape [20][27].