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← @lorenzobolsa

$SPCX

BULLISH2026-10-23
Price around the call
↑ 2026-10-23
By horizonMaturing · ~19 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-10-23

🚨 SpaceX cambió por completo su negocio en apenas un año. En Q3 2025, Super Intelligence representaba solo el 14,6% del revenue. Hoy ya explica el 51,9%. Mientras tanto: → Starlink: 55,5% → 36,0% → Space: 29,9% → 12,1% → Super Intelligence: 14,6% → 51,9% En solo cuatro trimestres, la IA pasó de ser el negocio más chico de SpaceX a generar más revenue que Starlink y Space combinados. Creo que este gráfico resume mejor que cualquier otra cosa en qué se está convirtiendo $SPCX.

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