SpaceX Could EXPLODE 200%... If Elon Pulls This Off

Vincent (0:00)

We're in such a nervous market environment when it comes to compute now. And my view the last, yeah, basically since May, June has been that this will be volatile, this will be choppy. But now we have attractive prices, I see that. But I would love to get a bit more clarity kind of also on the Micron environment before I add new capital, more capital into the AI infra trade.

LG (0:21)

What's up, everybody? It's LGD Set here and welcome to Milk Road Stocks, a daily market show whose portfolio has done more flips than the new Tesla Roadster, just without the upright landing. Today is October 16th, 2026 I'm not even kidding. The Tesla Roadster did do an actual super flip at its showcase event last night. If you haven't seen it online, which seems impossible at this point, if you haven't seen it, look it up wherever you get your viral videos because it's pretty sweet. Today, we're talking about SpaceX. It's a sister company, soon to be all one company probably, and their compute promise. Elon has said that by the end of 2027, he wants to have 10 gigawatts of compute online, which seems almost impossible, but today Vincent is going to walk us through whether that is actually possible, how much money they will probably be short on to make that happen, but also how SpaceX compares in the current kind of NeoCloud climate, which if you've been reading anything, if you've been listening to our show, you know that NeoCloud seem to be in a little bit of trouble, but SpaceX, as he tells us, may emerge from that unscathed, and if anything may emerge even stronger. He also gives us a lot of positive price catalysts coming for SpaceX in the next couple years. It also breaks down their business because SpaceX is way more than just a NeoCloud. It has a lot of other things going for it. If you want to see Vincent's portfolio, that's all Milk Road PRO, which is the dollar at the link below too. Check it out to see whether he owns any of these companies and also what he's buying next. Otherwise, enjoy the episode. Vincent, we're going to talk about SpaceX today, but more importantly, did you see the flying car from Tesla?

Vincent (1:49)

Yes, I saw it. I was impressed. I was like, it was the first thing. I'm living in Europe, so I got it the next day. I woke up, looked at my phone, I was like, what the?

Sent it to my boss because he's a car freak. He's like, now I finally believe it. Now I finally like Tesla as well.

LG (2:13)

Oh my God, man. That was so like, I was like, this has no real-world application. I don't want anybody to actually do this with their car. But I actually don't know anything. I only saw the viral video of just like the car is doing this like hot wheel style loop. For anybody who hasn't seen it, there was a roadster event last night, which was seemed strange on the calendar that Tesla was doing a roadster event. And it was basically they sent the new roadster, I guess, is that what it is? It's the new model, the roadster. They sent it up this like, I guess, like huge hot wheel style ramp that like sent it up like 400 feet in the air. And it did this like flip with all its little like jets and landed up right. And it doesn't look real, honestly. That video doesn't, it doesn't look real.

And it also looks kind of insane. And I just don't know if, are people gonna buy a roadster with the expectation that they can do that? Like just drive off like a cliff and land up right? Like, is that, is that what you want cars to do?

It seems a little unhinged.

Vincent (3:11)

What this was is basically, A, showing how powerful the combination of Tesla and SpaceX will be in the future. Like what they, what's cool stuff they can create. But B, like this was nothing economically viable or something like the, I mean, it's not legal right to put those cars on the screen. But what this was, a message to everybody out there saying, we are the kings in towns when it comes to engineering. We're the best. No one can follow us.

We're the ones having flying cars.

LG (3:46)

Yeah, it's just a flex. Is this, is this, Vincent, before we get it, we're going to talk a lot about SpaceX, Neo Clouds and stuff today. What is the latest though, and maybe you guys discussed this on the roll up this week. I'm a little behind.