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스페이스X × 엔비디아, 2027년 궤도상 AI 위성 쏜다... "20조 달러 기업"으로 가는 청사진
간단 브리핑 이 글은 Stocktwits의 "Could SpaceX become the first $20 trillion company? Gavin Baker lays out the Starship and orbital AI thesis"을 번역해 옮긴 것으로, 간단히 요약하면, 20조 달러 기업 전망: 아트레이데스
blog.naver.com · 2026.09.03
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종목 선택보다 어려운 '인덱스 쇼핑'... 타이밍의 함정과 대형주 착시
간단 브리핑 이 글은 The Wall Street Journal의 "Ditching SpaceX didn’t help you beat the market"을 번역해 옮긴 것으로, 간단히
blog.naver.com · 2026.08.26
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***Echostar
to the sum of the parts value - with most of that value being the $50.2 billion from the 261.8 million sum of the parts value - with most of that value being the $50.2 billio.......
blog.naver.com · 2026.06.19
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우주 궤도 데이터센터, 하늘을 뜨겁게 달굴 수 있다
Orbital datacentres could roast the sky SpaceX, Blue Origin을 비롯한 여러 우주 기업들이 궤도 데이터센터 건설을 추진하고 있지만, 비평가들은 Guardian에 따르면, 우주 산업 전문가들과 환경 단체들은 SpaceX, 제프 베조스(Jeff Bezos)의 Blue Origin 등이 제안한 우주 데이터센터가 엄청난 양의 오염
blog.naver.com · 2026.07.26
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Morgan Stanley flags four catalysts for SpaceX stock through year-end
around artificial intelligence, Starship and computing infrastructure could prove consequential for SpaceX The bank said Grok 4.6, released recently, has moved close to the frontier of artificial intelligence
blog.naver.com · 2026.08.16
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South Korean Investors Miss Out as SpaceX Demand Surges
South Korean Investors Miss Out as SpaceX Demand Surges In a landmark moment for the commercial space industry, American aerospace giant SpaceX made a spectacular debut on the Nasdaq stock exchange, immediately
blog.naver.com · 2026.06.30
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롤러코스터에 탄 스페이스X, 일론 머스크의 매출 1조 달러 청사진은 통할까
간단 브리핑 이 글은 The Wall Street Journal의 "Selling the Dream of SpaceX Was the Easy Part.
blog.naver.com · 2026.08.10
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SpaceX launches senior unsecured notes offering to repay bridge loan
(Nasdaq: SPCX), known as SpaceX, announced the start of its first offering of senior unsecured notes, The notes will be unsecured obligations of SpaceX and will rank equally in right of payment with all
blog.naver.com · 2026.06.22
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메모리 가격의 하방경직 (f. 일론 머스크)
ㅡㅡㅡㅡㅡㅡㅡㅡㅡ Elon Musk just annihilated the memory bears. But ask yourself is the demand increasing by 20% a year?
blog.naver.com · 2026.08.05
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Elon Musk, 영어 원서책, 평촌초 최 * 안
During the dot-com bubble, from 1995 to 2000, the stock prices of many Internet and IT companies rose In 2002, Elon founded SpaceX. The company launched its first rocket, but the launch fail.......
blog.naver.com · 2026.07.30