robjames retweeted
SpaceX Earnings Q3 2026 $SPCX
EPS $0.35, est. $0.15
Revenue $14.58B, est. $12.87B, +161% Y/Y
Net Income $4.40B, est. $1.88B
Adjusted EBITDA $8.81B, est. $6.59B
Operating Income $2.79B, est. $2.24B
AI Revenue $7.56B, est. $6.3B
Connectivity Revenue $5.25B, est. $4.86B
Space Revenue $1.77B, est. $1.43B
Capex $19.59B, est. $19.6B
AI Capex $16.44B, est. $16.9B
Total Costs & Expenses $11.78B, est. $11.23B
robjames retweeted
$SPCX - Beat on everything
Revenue: $14.58B vs. $12.87B est. (+13.3%)
Adjusted EBITDA: $8.81B vs. $6.59B est. (+33.7%)
Operating income: $2.79B vs. $2.24B est. (+24.6%)
Space revenue: $1.77B vs. $1.43B est. (+23.8%)
Connectivity revenue: $5.25B vs. $4.86B est. (+8.0%)
CapEx: $19.59B vs. $19.6B est. (in line)
Total costs & expenses: $11.78B vs. $11.23B est. (4.9% higher than expected)
Good read.
Inflation Guy’s CPI Summary (September 2026) inflationguy.blog/2026/10/14…
robjames retweeted
GOLDMAN: GULF OIL EXPORTS FULLY RECOVER TO 2025 LEVELS
Persian Gulf oil exports have doubled in September, reaching 23.3 million barrels per day, according to Goldman Sachs.
Crude shipments have recovered to 108% of their 2025 average, but key refined products, including diesel and jet fuel, remain at just 50% amid refinery outages and shipping risks.
Goldman sees the global oil market roughly balanced and maintains its $85 Brent forecast for year-end.
I feel like this "dunking on Bessent" posts are a sign of a potential bottom in bonds. But wtf do i know.
robjames retweeted
SENIOR IRANIAN OFFICIAL TO REUTERS: TEHRAN IS REVIEWING U.S. RESPONSE TO ITS PROPOSAL TO END HOSTILITIES
SENIOR IRANIAN OFFICIAL TO REUTERS: DURING INDIRECT TALKS WITH U.S. ON TUESDAY REOPENING HORMUZ STRAIT AND LIFTING U.S. BLOCKADE WERE DISCUSSED
SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN'S KEY PRIORITIES ARE PERMANENTLY ENDING HOSTILITIES AND LIFTING US NAVAL BLOCKADE


















