Elon Musk репостнул(а)
Kyle Reidhead | Milk Road
@KyleReidhead
Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target!
The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica
At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400
At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year
That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport
And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out
Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them)
SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today
Kyle Reidhead | Milk Road@KyleReidhead· 13 окт. 2026 г.SpaceX is asking the FAA to approve up to 456 Starship launches and 912 landings a year at Starbase
The current approval is just 25 launches and 50 landings, so that's roughly 18x more
The FAA is reviewing it now, and the first phase would allow 100 launches and 200 landings a
18:43 · 14 октября 2026 г. · 136,6 тыс. просмотров
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