frozen snapshot — 2026-08-05 · see today →
more minds
Elon Musk

What's on Elon Musk's mind?

read fresh this morning at 6
30%20%12%9%29%
spacex's first-ever earnings report 30% going exclusive with nvidia 20% · newthe $1 trillion revenue target 12% · newthe ‘elon premium’ isn’t what it was 9% everything else 29%
#1
SpaceX beats on revenue, drops 12% anyway

Smaller loss than expected, bigger AI bill than anyone wanted — the stock fell 12% on the spending plans.

Elon Musk’s SpaceX unnerves investors with lavish AI spending plans

Financial Times · 2026-08-04
our translation

he ran his first public earnings call like a keynote and kept one-upping his own executives, but the market only heard 'capex' — and he knows next quarter has to prove the spending bought something

First public earnings call as a companyvery sure · 4 sources
#2
SpaceX goes steady with Nvidia; AMD sheds 8%
new — AMD fell 8% on one sentencevery sure · 4 sources
#3
A trillion in revenue, 10 million tons to orbit, daily Starships
new — New targets set on first earnings callpretty sure · 4 sources
#4
SpaceX has lost half its value since June
50% below June high, lockup expiringpretty sure · 4 sources
wednesday, august 5
Post through the 12% slide; blame the shorts by noon(reported)
Refresh SPCX short interest before breakfast(safe bet)
Get the next Starship stacked this month, as promised(reported)
Reassure one memory-chip CEO that demand is fine(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

SpaceX dives 12% after AI spending surge rattles investors

news.google.com · 2026-08-05

every line on the pad traces to something public — tap to see it