时光预言机i|Oct 21, 2026 06:19
I originally thought SPCX's financial report would be lower than expected, but after the results came out, it was higher than expected and underestimated Lao Ma's ability
The price increased from 152 to 162, but unfortunately it didn't last until that point The SPCX that was ambushed in advance was also swept away due to the low point of the pin insertion
Let's first take a look at the third quarter revenue of 14.58 billion US dollars in this financial report, which is higher than market expectations. Diluted earnings per share of 0.35 US dollars are also higher than the expectation of about 0.13 US dollars. Revenue increased by 161% year-on-year, with a net profit of 4.4 billion US dollars, and all three major business revenues exceeded expectations
That is to say, Lao Ma is expanding the AI business of SpaceX from rocket launch and Starlink satellite Internet companies to AI computing, communication and space infrastructure platforms, and it has become an important source of revenue: the revenue of super intelligence business has reached about 7.56 billion dollars, which has become an important engine to promote growth.
Mainly the revenue from AI business
Musk released several important signals during the earnings call:
-The plan is to significantly expand the computing power scale from 1.7 GW by the end of the third quarter of 2026.
-The company has set a goal of achieving a computing power of 20 GW or even higher by 2027.
-Capital expenditures are expected to reach $35 billion to $40 billion in the fourth quarter of 2026.
-The management has given a very positive outlook for revenue growth in 2027.
Directly gave the market high growth expectations
In addition, a potential merger between SpaceX and Tesla has been proposed, but the terms of the transaction have not yet been reached. However, this is an expectation that will be given to everyone later
How does SPCX stock price go?
The rapid rise in the early morning will definitely be seized by domestic investors who bet on financial reports or chase after the rise. Now, the focus is on whether the price of 155 can be held after the rise. If the trading volume gradually shrinks, it means that some funds are realizing profits
On October 22nd, it is expected that up to approximately 1.3 billion SPCX shares will be unlocked for circulation
This comes from the phased 180 day lock up period arrangement after the IPO, which is one of the largest single potential releases of tradable shares in recent times, but this kind of circulation may not necessarily result in all shares being sold after being unlocked
Lao Ma's idea is very forward thinking. Currently, most people cannot do without the internet and AI. We can consider investing in SPCX in the future. The spot contract is only used for bandwidth
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