To The Moon

1. Arbitraging the Interconnection Queue In 2026, the binding constraint for AI expansion is no longer GPUs—it’s grid interconnection queues. Hyperscalers are effectively renting electricity through capital timing. Securing baseload rights ahead of peers creates an arbitrage on interconnection bottlenecks. North Virginia and Texas grid interconnection queues, showing 3–5 year delays 2. 25GW Non-Discretionary Redistribution of Margin Assume the AI sector adds 25GW of load: Annual consumption ≈ 219 million MWh PPA premium ≈ $60/MWh Non-discretionary redistribution of margin ≈ $13B/year This is a forced transfer of profits from hyperscalers to operators with existing nuclear assets. [Insert Image 2: Bar chart showing PPA-induced profit redistribution across cloud giants] 3. Scarce Assets: N

SpaceX — Elon Musk’s rocket-maker turned satellite‑internet powerhouse — has been at the center of headlines across financial media this year. With recent corporate developments and strong speculation that the company may go public in mid‑to‑late 2026, many investors are asking: Is there any way for everyday investors to participate in the ride before an IPO actually happens? The short answer is: yes — but indirectly. This article breaks down the most realistic ways individual investors might gain exposure to SpaceX today, explains why direct ownership isn’t available yet, and outlines the potential and risks of each approach. Why SpaceX Is Buzzing Again SpaceX continues launching Starlink satellites, building the largest low‑Earth orbit constellation in history. SpaceX is no longer just a