Time to be in Space!! Wonder how are LEAPS doing? SpaceX blew past expectations with $14.58 billion in revenue (vs. $12.72B expected) and $0.35 EPS (vs. $0.14 expected), driven by massive AI data center rentals and Starlink expansions. AI infrastructure demand and rapid Starlink scaling shows a hyper-growth trajectory....despite any potential cap-ex constraints. Netflix just met revenue at $12.87 billion and beat EPS at $0.87 (vs. $0.82 expected), but tumbled 6% due to weak Q4 guidance.. Slower ad-product rollouts and subscriber normalization signal material growth hurdles.. Edit - Musk estimates $SPCX annual recurring revenue between 500Bn to $1 trillion by the end of 2027...
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