比特币橙子Trader
比特币橙子Trader|6月 02, 2026 03:25
SpaceX just submitted its latest IPO amendment document (S-1/A) today. This time, Lao Ma is not simply creating hype for aerospace, but packaging rockets, computing power, X platform, and Mars immigrants into a terrifying capital monster. The several heavyweight records and data hidden in the file left Wall Street stunned: Computing Power: In the lease agreement between SpaceX and Anthropic, approximately 325000 NVIDIA GPUs, EB level storage, and high-speed connectivity are directly configured. Take out this computing power reserve and directly cross over to kill a group of pure AI companies. Cross asset exposure: By the end of 2025, the number of paid subscribers on X platform has reached 4.1 million, while the SuperGrok series, which is bound to large model computing power, has won 900000 paid subscribers. Lockdown period and dimensionality reduction: Musk himself and specific major shareholders locked up over 60% (approximately 780 million shares) of the outstanding shares, while Old Ma himself held a 366 day deadlock that will never be released in advance. But the reverse hand left 5% of the IPO stocks for employees and friends, without any lock up period, and directly realized them. The most outrageous thing is Lao Ma's option incentive plan: on January 13, 2026, the board of directors granted him a super incentive of 1 billion shares of Class B stock. To take away this money, in addition to cutting the company's market value into 15 tranches like upgrading monsters, there is also an ultimate condition that is firmly stuck: SpaceX must establish a permanent human colony on Mars with at least one million inhabitants.
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