timeless. ✨ Super Intelligence Rocks.

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Joined August 2024
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captain. πŸ§œβ€β™€οΈ
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Wall Street is raising SpaceX price targets after its blockbuster Q3 earnings. J.P. Morgan more than doubled its target from $240 to $500, while Cantor Fitzgerald raised $246 β†’ $345 and Barclays $254 β†’ $300. SpaceX reported $14.6B in Q3 revenue, up 161% YoY, as Starlink, AI compute and Starship fuel growing analyst optimism.
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rho retweeted
Elon Musk on Tesla's Robotaxi miles exploding week over week and the Austin Cybercab fleet growing 10x in just one month "Using Robotaxi, we're seeing the fully autonomous miles driven scale exponentially, meaning scaling very rapidly, and it would be hard to overstate this point, it really is an extremely fast week-over-week growth in autonomous miles. And I don't think there's any company in the world that can match our scale with autonomous vehicles as we continue to ramp. The Cybercab fleet in Austin, for example, has grown by a factor of 10 since launch about a month ago And the cumulative mileage is really, when I look at the weekly chart, it's wow. It looks like a rocket going to orbit basically, it's growing very fast. And I recommend if you want to try it out, come into Austin and you'll see Cybercabs in use at scale in Austin, as I think a lot of people saw with the Austin City Limits concert recently So this is really going to a very good place”
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Wells Fargo just raised its SpaceX price target 28% from $214 to $274, maintaining an Overweight rating. SpaceX’s strong Q3 results and rapid expansion across AI, space and connectivity are driving growing analyst confidence. Other firms are even more bullish, with JPMorgan raising its target to $500.
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New Tesla Supercharger: Kingston, ON - Highway 15 (12 stalls) tesla.com/findus?location=42…
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Elon Musk is planning a massive computing upgrade for Grok. The goal is to bring 440,000 NVIDIA Vera Rubin systems online by the end of Q2, creating what he says will be the world’s most powerful AI training cluster. He wants to make Grok one of the most powerful AI models in the world.
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Elon Musk explains why maintaining control of his companies matters more to him than his personal wealth. He sees his wealth as ownership in Tesla and SpaceX, not money sitting in a bank account. And he believes that in a future of abundance, money itself may no longer matter.
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Elon Musk on Optimus: "There's like 10,000 things that have to go right for production of the robot and it'll move as fast as the slowest, least lucky of the 10,000." Early production has started on the high-volume line in Fremont. Elon expects it to take "at least a year, maybe a little longer" to reach 20,000 units a week.
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Happy Dragon Day! Good morning! There is something wonderful about being able to turn a thought into something other people can see. Never lose that sense of wonder.
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