Once you try Tesla FSD… you’re hooked for life. The confidence, the smoothness, the way it just handles everything—there’s no going back to regular driving. #Tesla #FSD #FullSelfDriving $TSLA

$SPCX is a neocloud or hyperscaler?... Google Cloud is a top-three global hyperscaler, yet Google recently signed a massive deal to pay SpaceX $920 million per month ($11 billion/year) to lease raw GPU infrastructure through 2029. Google is doing this because renting from SpaceX allows them to scale immediately rather than waiting years to build out their own power grids. SpaceX already has 1.7 GW of compute power online, targeting up to 3 GW by the end of this year. Elon Musk plans to add an incremental 10 gigawatts of capacity in 2027, backed by a fresh $40 billion chip-buying debt facility. Traditional hyperscalers have the superior software, but SpaceX is rapidly locking down the global energy and chip pipelines required to run next-generation AI.

HERE IS WHY YOU SHOULD NOT RUSH TO BUY SPACEX 👇 Even after positive earnings and a 15% surge, the stock dropped, completely wiping out the gains for one single reason that I warn about every week — insider share unlocks! Each of these events increasingly boosts the free float of shares on the market. However, there is also good news: the main wave of unlocks is already coming to an end. We still have one more unlock in December and two in the first half of 2027. Once this factor disappears and the market sees that insiders are not actively selling off their stakes, the company's revenue dynamics, growth, and innovations in the space and AI sectors will come to the forefront. Until then, we will likely be able to see the price back at $100 per share, which will be a great opportunity to buy more for the long term. 👉 Quick Digest: 🔹 Anthropic commits up to $120.5B for AI compute infrastructure from SpaceX ($SPCX). 🔸 SpaceX secures a reported $40B lease/debt package led by Apollo ($APO) to fund massive AI chip purchases. 🔹 @elonmusk warns that over 200 AI neocloud companies face impending collapse as debt markets shut off capital. 🔸 Barclays upgrades Tesla to Overweight with a $450 price target, advising investors to buy ahead of a potential SpaceX merger. 🔹 Retail market sentiment has flipped back to bullish, whereas it was in negative territory just last week.

Onsemi expects AI data center revenue to more than double in 2026 as it guides Q3 EPS to $0.81-$0.93. The semiconductor company continues to benefit from power management and silicon carbide demand in both AI data centers and automotive electrification. Combined revenue momentum reflects the broader AI power infrastructure buildout.

Verified Pro Trader Nick Valdez: Elon Musk warned 200+ neoclouds face "death and consolidation," saying debt markets balk at funding firms reliant on AI data centers. $CRWV fell 2.7% and $NBIS 3.5% premarket. Gartner sees 80%+ of neoclouds losing independence by 2030.

The comparison for $SPCX, neoclouds, vs. Miners to HPC is an interesting one. But it doesn't represent the complete truth. I have a report I'll be going over that shows how some of these companies are leveraged a lot more than people realize.

Still getting hammered before market open 🥴 Elon Musk’s statement that “over 200 new cloud companies will die en masse” has the impact of a nuclear weapon. $CRWV opened pre-market at $52.94, dropping another 2.4%, now below its 52-week low of $53.50. $NBIS -3.5%, $Iren -4%—this is full-blown panic in the new cloud sector!