Netflix has zero good content now. For the last 2 years the woke gay movies have zero value to 99% of payers. You can't push any agenda to paying customers.

Going to $50 sell sell sell $nflx

I've lost every gain since 2020 in the last year. I stopped trading options and buying individual stocks, but I'm definitely over leveraged in rocketlab and defense. Hoping things recover after the midterms. I'm 33m

🚨 $SPCX Q3 2026 EARNINGS BREAKDOWN: THE TRI-ENGINE MONSTER BEATS ACROSS THE BOARD

Space Exploration Technologies Corp. ($SPCX) delivered a historic Q3 2026 earnings report. If you still think SpaceX is merely a rocket launch business, the Q3 numbers reveal a massive structural transformation: $SPCX is now officially an AI compute hyperscaler and global telecom powerhouse, with rocket launches serving as the low-cost transport layer.

Here is the complete audit of the Q3 beat, segment economics, and forward catalysts.

---

### 1. TOP & BOTTOM LINE: MASSIVE DOUBLE-BEAT

SpaceX crushed estimates across every headline and margin metric:
• REVENUE: $14.575 Billion vs. $12.87B est. (+13.2% beat, +161% YoY).
• GAAP Diluted EPS: $0.35 vs. $0.13 est. (+160.0% beat, +197% YoY).
• NET INCOME: $4.40 Billion vs. $1.88B Wall Street estimate (+134.0% beat).
• ADJUSTED EBITDA: $8.809 Billion (+306.1% YoY), reflecting enormous operational leverage.
• OPERATING INCOME: $2.791 Billion on $11.784B in operating expenses.

To swing from prior losses to $4.4B in quarterly net profit while executing the largest hardware buildout on earth demonstrates exceptional pricing power and execution.

---

### 2. THE THREE ENGINES: AI COMPUTE IS NOW #1

The revenue mix has fundamentally flipped. Launch is now just 12% of the business:

1. SUPER INTELLIGENCE (SI / AI DATACENTERS) — 52% OF REVENUE
   • Revenue: $7.56 Billion (+830% YoY from Q3 2025).
   • SI Solutions & Infrastructure revenue alone surged to $7.022B (up 1,856% YoY from $359M).
   • Infrastructure Buildout: Deployed $16.444B in SI capex in Q3 alone.
   • Capacity Scale: Ongoing COLOSSUS II datacenter buildout is scaling nameplate compute capacity beyond 1.7 Gigawatts (GW). SpaceX is now competing head-to-head with Microsoft and AWS in frontier AI clusters.

2. CONNECTIVITY (STARLINK) — 36% OF REVENUE
   • Revenue: $5.248 Billion (+69% YoY).
   • Subscriber Growth: Reached 13.6 Million consumer subscribers as of September 30, 2026, up from 7.2M a year earlier (+88.9% YoY / +6.4M net additions).
   • High-margin recurring cash flows from Starlink are self-funding orbital deployment.

3. SPACE (LAUNCH SERVICES) — 12% OF REVENUE
   • Revenue: $1.767 Billion (+6% YoY).
   • Maintains absolute launch monopoly with Falcon 9 and Starship, serving as internal low-cost transport for Starlink direct-to-cell sats and orbital infrastructure.

---

### 3. THE HIDDEN GEMS: CASH FLOW & MASSIVE BUYBACKS

Beyond headline revenues, the balance sheet and capital return numbers highlight elite financial health:
• Operating Cash Flow: Surged to $13.097 Billion on a nine-month basis, up +217.9% compared to $4.120B in the prior nine-month period.
• Aggressive Share Buybacks: Repurchased $4.426 Billion in shares in the first 9 months of 2026, an 8.4x increase over the $525M repurchased in 9M 2025. Management is actively retiring equity at market valuations.
• Massive Capex Reinvestment: Total Q3 capex hit $19.593B ($48.1B nine-month spend), absorbed by operational cash generation.

---

### 4. FORWARD GUIDANCE & LONG-TERM GROWTH DRIVERS

1. Direct-to-Cell / Starlink Mobile: Pending 800 MHz spectrum acquisition is slated to close in H1 2027, unlocking carrier-grade direct-to-smartphone cellular connectivity without external dishes.
   
2. Starbase Louisiana: Announced new next-generation spaceport with the first orbital Starship launch targeted for 2029, expanding launch cadence beyond Boca Chica and Cape Canaveral.
   
3. Compute Dominance: Nameplate capacity surpassing 1.7 GW positions $SPCX as the leading vertically integrated physical-AI powerhouse.

The verdict: $SPCX is generating $35B+ annualized EBITDA run-rates, returning $4.4B+ in buybacks, and growing its AI compute segment at 830% YoY. A generational print. 🚀💻🛰️ #SPCX #SpaceX #Earnings #AI #Starlink

If you ever feel down in life, just know that someone once paid 10,000 bitcoin for two pizzas

https://liquid.trade/r/X52 or my referral code: X52

​

I collated the answers in a YouTube video

https://youtu.be/x_YV1oj1cUw?is=Wj2X3_T-XX7wa0n5

I'm trying to build my portfolio toward that $10M milestone, and SpaceX is definitely one of the companies I'm keeping an eye on.

I'm not expecting spcx alone to turn my portfolio into 10m, lol. it's just another potential investment I see right now.

It's Q3 earning expectations are worth noticing right now, analysts project quarterly revenue of roughly 12.84B to 12.89B which is more than doubling year-over-year and a potential first-ever profitable quarter with expected earnings of 16 cents per share.

Between Starlink's expansion, government contracts, and increasing demand for satellite connectivity, I can see why investors are optimistic. But the bigger question is whether its future growth can justify the current valuation. Though I recently transferred some of SPCX from moomoo to bitget to utilize the capital efficiency. Anyway, I'm still new to this, lol and exploring more.

Basically, investors are awaiting patiently for SpaceX's October 20 earnings report, with attention on AI infrastructure, Starlink and profitability.

that exp dec at $1350, $1360, $1370, $1380, and $1400 last week and almost sold 80% at close today but said fck it and decided to hold em all going into tomorrow😳

now in AH instead of $SNDK closing down ~$4/share-in AH it’s up ~$30/share -a ~$34/share turnaround/just hope it holds overnight 😳😳😳😳

🤞🤞🤞🤞🤞🤞🤞🤞

I entered this. I think we go up. A lot.

This looked like it was doing well Afterhours

Hit .42 or something

Avg entry ~0.10

🤞🏾🫶🏽😶‍🌫️💨🚀🌙👽

LFG

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🚨 THE CEREBRAS ($CBRS) AUTOPSY: THE ARCHITECT’S EXIT, THE ACCOUNTING TRAP & THE DILUTION CASCADE

If you hold Cerebras Systems ($CBRS) expecting the next Nvidia, pull up their SEC filings. Wall Street sells a "wafer-scale revolution," but corporate disclosures, Form 4 filings, and balance-sheet footnotes reveal an engineered cash-out by top brass, a brutal top-line revenue haircut, and a massive supply flood.

Here is the unvarnished breakdown every investor must review before the November lock-up cliff.

---

### 1. THE ARCHITECT VS. THE SALESMAN: THE 5X EQUITY DUMP

The most telling metric in deep-tech hardware is what the engineers who know physical limitations do with their own equity.

• SEAN LIE (Co-Founder & Chief Technology Officer)

- Credentials: B.S. & M.Eng. in EECS from MIT. The lead architect behind the CS-3 Wafer-Scale Engine.

- The Action: Dumped 931,290 shares across 63 transactions in Aug-Sep 2026.

- The Cash-Out: ~$193,791,957 in gross proceeds at peak prices ($205–$212/share).

- The Cut: Liquidated a staggering 10.34% of his entire equity stake.

- Remaining: 8,073,161 shares (including 180.6k indirect shares held by his spouse).

• ANDREW D. FELDMAN (Co-Founder & Chief Executive Officer)

- Credentials: B.A. & MBA from Stanford. Corporate administrator with zero tech degrees.

- The Action: Sold 319,634 shares via 10b5-1 plans for ~$64.25M in proceeds.

- The Cut: Liquidated just 2.22% of his total equity.

- Remaining: 14,062,793 shares held across direct holdings and family trusts.

The MIT engineer who knows the thermal boundaries, TSMC packaging limits, and the 44GB on-wafer SRAM bottleneck liquidated 10.3% of his net worth at peak prices. The non-technical CEO sold barely 2.2%. Follow the builder, not the promoter.

---

### 2. THE ASC 606 CONTRA-REVENUE TRAP: THE OPENAI SUBSIDY

Retail buyers looking at headline numbers are missing the trap in Note 3 and Note 10 of Cerebras's Form 10-Q.

To secure OpenAI as a marquee client, Cerebras granted Sam Altman/OpenAI 33.4 million share warrants pre-IPO. Under GAAP (ASC 606), equity granted to a commercial customer is classified as a commercial discount.

It is NOT an R&D or SG&A expense. It is deducted directly off the top line as "contra-revenue":

• Q2 Gross Customer Billings ("Core Revenue"): $209.90 Million

• Less: Customer Warrant Amortization: -$29.8M to -$44.3 Million

• Actual Reported GAAP Revenue: $180.11 Million

The hidden risk? There is still $1.13 BILLION in unamortized customer warrant assets sitting on the balance sheet, amortizing through October 2031. Because warrants vest as OpenAI uses compute, the more OpenAI uses Cerebras clusters, the larger the top-line GAAP haircut becomes. Cerebras literally subsidizes OpenAI's compute with its own equity.

---

### 3. THE 171-MILLION SHARE SUPPLY CLIFF

Total insider selling has topped $355 million with ZERO open-market purchases since the May IPO. Early venture funds like Benchmark Capital have converted Class B shares to Class A and distributed ~1 million shares directly to Limited Partners, who routinely dump them.

Now comes the structural liquidity crunch:

• Oct 14: 19.4M shares unlocked (broke the stock from $150 to $130).

• Oct 28: Another 19.4M shares unlock into the market float.

• Nov 9: Final lock-up expiration releases the full 171 million pre-IPO overhang.

• Nov 11: Q3 Earnings report—forcing management to defend these numbers just 48 hours later.

Technical models show a liquidity vacuum targeting $102–$112, with capitulation risk down to $82–$95. While retail funds like ARK Invest absorb the dip, hedge funds are running Long NVDA / Short CBRS pairs trades (14.1M shares short, ~13.9% of float).

Read the footnotes, track insider filings, and understand the structural dilution ahead. 📉⚠️ #CBRS #Stocks

Why does the tech industry choose Nvidia over Cerebras? It comes down to 3 structural realities:

1. THE MEMORY GAP (105X):

Cerebras CS-4 packs 3 giant wafers, but holds just 132 GB of on-package SRAM (44 GB/wafer). An Nvidia GB200 NVL72 rack packs 13.8 Terabytes of HBM3e (192 GB/GPU). Nvidia delivers ~105x more memory per rack!

1. MODEL WEIGHT STORAGE:

Frontier models (70B–405B parameters) need 70 GB to 2,000 GB. Nvidia fits the ENTIRE model natively in ultra-fast HBM. Cerebras cannot fit a 70B model on-chip; it must store weights on external "MemoryX" DDR5 servers and stream them over cables, throttling real-world throughput.

1. THE SOFTWARE MOAT:

Nvidia owns CUDA, TensorRT-LLM, vLLM, and Megatron—the universal plug-and-play standard. Cerebras relies on a proprietary SDK and spatial compiler, requiring code rewrites and vendor lock-in.

Nvidia offers 105x the memory, holds frontier models natively, and owns the global software stack. That is why Nvidia dominates. 🚀📈 #NVDA #CBRS

Anyone building a position here or do you think it will continue to grind lower?

10 days straight no losses