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Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

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← @jonahlupton

$SPCX

BULLISH2026-10-20

Price around the call

↑ 2026-10-20

By horizonMaturing · ~19 trading days to go

1d

✗ -8.0%

5d

…

21d

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Original post

Jonah Lupton · 2026-10-20

Holy smokes!!!! $SPCX says Q4 capex will be $35-40 billion versus $18-19 billion from sell-side estimates. Elon also says they can bring on 10 GW of compute in 2027 in addition to the 2.5+ GW they expect to have by the end of 2026. This means $SPCX capex in 2027 could be $300-400B billion (ie $30-40B per GW) vs current sell-side estimates of $165B. From Elon… “At current pricing, new compute deployments are generating a payback of less than a year. Pricing is currently tracking slightly above the high end of the $30 to $50 per watt range we were discussing just last quarter, which further supports the attractiveness of these terrestrial SI compute investments.” From Elon… "I think the demand for bandwidth is going to be dramatically higher than it is today. I think in three to fiv