frozen snapshot — 2026-08-06 · see today →

What's on Elon Musk's mind?

read fresh this morning at 6

26%22%16%11%25%

spacex's first-ever earnings report 26% the ‘elon premium’ isn’t what it was 22% going exclusive with nvidia 16% the $1 trillion revenue target 11% everything else 25%

SpaceX's Debut Earnings: Loss Narrower, Ambitions Wider

A $541M loss, $16B poured into AI in three months, Starlink subscribers surging — and investors who wanted none of it.

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

Financial Times · 2026-08-04

our translation

he treated his first shareholder call like a keynote. the numbers were fine; the spending plan is the pitch. he'd rather be judged on 2030 than on q2

First public earnings call since IPOvery sure · 4 sources

$87 Billion Gone in a Day, $130 Billion in a Week

SpaceX -13%, Tesla's worst week since 2022very sure · 4 sources

SpaceX Goes Steady With Nvidia; AMD Takes the Hit

AMD fell 8% on the earnings-call quotevery sure · 3 sources

The Trillion-Dollar Revenue Target, Now a Year Sooner

Target pulled forward on the callpretty sure · 3 sources

thursday, august 6

Post something pointed at the $24.6B in short interest(safe bet)

Reframe an $87 billion drawdown as a buying opportunity(reported)

Check the Starship stack ahead of this month's flight(reported)

Decline to comment on the GAO's DOGE savings findings(safe bet)

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

The source

SpaceX Earnings Beat Comes As Elon Musk Targets Short Sellers - SpaceX (NASDAQ:SPCX)

news.google.com · 2026-08-06

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