To The Moon

SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story.

Converted using "Elon Time": a "2–3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to become the first person in history with a net worth over $1 trillion. Betting on SpaceX is fundamentally betting on this man — and on whether you believe in the civilization trajectory he describes.

The most rate-sensitive assets moved first. That’s real repricing happening in real time. Meanwhile, the Nasdaq has only pulled back about 2% from highs. Semis are trying to fight macro gravity through extreme concentration: “No matter how bad macro gets, if we all pile into AI together, maybe we can hold the line.”

SpaceX reports three segments: Space (launch), Connectivity (Starlink), and AI. These aren't parallel — they're vertical: rockets lower the cost of reaching orbit → satellites turn that capability into a billable subscription network → AI attempts to extend the platform into compute and real-time intelligence.

The launch will also test deployment of 20 Starlink simulators while scanning heat shield tile performance data. If the launch succeeds, the managing directors on the June 4 roadshow will absolutely be replaying that footage.

Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night.

Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day.

Plz invest in AAPL, as they are getting strong attention

My logic today is be natural

Q1 revenue $14.7M, vs. Street expectations of $39M, a gap of over 60%. Loss per share $0.66, Street expected $0.24, loss nearly tripled. Operating expenses $164.1M, engineering and administrative expenses climbed significantly. Only bright spot: Full-year guidance maintained at $150–200M, cash reserves $3.5 billion, no short-term shortage of money. Obtained FCC authorization allowing 248 satellites to provide commercial services in the US. Technically, Block 1 satellites peaked at 98.9 Mbps download; Block 2 is expected to double. Market cap once reached 32 billion, while Q1 actual revenue was $14.73 million. Launch execution is the most critical variable this year—3 satellites in mid-June, followed by 20+. Blue Origin let a satellite enter the wrong orbit last month; execution risk is re