🛰️ Elon’s Speed Limit On War

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Elon Musk just put a speed limit on Ukraine's drones.

Since Oct. 14, Starlink connectivity for Ukrainian drones cuts out below 130 km/h. Many of those drones can fly at 160 km/h.

That's like buying a car that does 100 mph, then finding out the steering only works up to about 80.

Musk ordered restrictions on SpaceX's $SPCX ( ▲ 7.8% ) Starlink network that disrupted Ukrainian military operations, The Wall Street Journal reported, citing U.S. officials.

The damage hits both attack and defence. That means the drones that strike Russian forces and the interceptor drones that shoot down incoming missiles.

Carnegie Endowment analyst Michael Kofman says those 160 km/h drones are now stuck behind sub-130 km/h connectivity limits.

Ukrainian officials warn this leaves the country more exposed to Russian strikes. Zelenskyy went further and warned of potentially deadly consequences.

So who actually pressed the button?

The official accounts don't line up.

Some U.S. officials say Musk acted on his own. Another person familiar with the talks says he consulted Trump and senior officials first.

Musk blamed the U.S. military and the president. Trump told reporters Monday he didn't know who authorized it.

Meanwhile, SpaceX reps called the White House to agree on how to explain it publicly. The White House is now examining what happened. SpaceX didn't respond to the Journal.

Everyone agrees the restrictions exist. The paperwork has gone mysteriously quiet.

The timing is awkward. The restrictions followed Trump and Musk criticising Ukrainian strikes on Russian fuel infrastructure.

Trump blames those strikes for higher diesel prices ahead of November's midterms. Most analysts point to the war involving Iran as the bigger culprit.

Musk publicly backed Trump's criticism of Zelenskyy shortly before drone operators started reporting connection problems.

U.S.-Ukraine relations were already rocky. Zelenskyy alleged Washington briefly paused intelligence support. Secretary of State Marco Rubio denied it, while admitting friction is growing.

Kyiv's diplomat Denys Sienik said Tuesday Ukraine is asking the Pentagon and SpaceX whether normal service will return. Zelenskyy, meanwhile, was in Norway meeting Trump envoy Steve Witkoff about steps toward ending the war.

SpaceX went public in June, and Starlink's military role is a big part of the appeal.

Being the network armies rely on is hugely valuable. It also drags the company into national security fights, government oversight, and awkward questions from U.S. allies about reliability.

If you're a defence ministry, how comfortable are you buying comms from a company whose boss can apparently adjust a war's bandwidth?

Expect more scrutiny of SpaceX's defence relationships, especially around how much authority Musk has over military connectivity. For SPCX holders, that's political and regulatory risk with Elon's name stamped on it.

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SpaceX's AI arm just out-earned the entire company from a year ago.

Super Intelligence brought in $7.6 billion last quarter. Twelve months ago, all of SpaceX made $5.6 billion. Rockets, Starlink, the lot.

Shares rose 1.5% after hours Tuesday. Here's how it went down.

SpaceX just dropped its Q3 numbers. Wall Street lowballed it on both lines that matter.

That's a $5.5 billion swing from red to black in one year. Some companies never manage that in their entire lifetime.

So where did all that money come from?

Super Intelligence revenue jumped 830% year on year. It also grew 195% in just three months.

It's now more than half of SpaceX's total revenue. Nobody had that on their bingo card.

What lit the fuse:

Nameplate computing capacity hit 1.7 gigawatts as of September 30. That's a lot of servers with a serious electricity habit.

Falcon 9 built the brand. Grok is now paying the bills.

Connectivity revenue rose 69% to $5.2 billion, up 22% on last quarter.

The best bit? Operating income in the segment nearly doubled, up 99%.

Revenue growing and profits growing faster. That's the subscription business dream.

Space revenue hit $1.8 billion, up 6% year on year and 84% from Q2.

SpaceX flew 12 customer launches, including NASA's Nancy Grace Roman Space Telescope.

The real headline: Starship's first paying mission, carrying 26 Starlink V3 satellites.

Those satellites added roughly 10x the downlink capacity of a typical Falcon 9 Starlink launch. One trip doing the work of ten.

CFO Bret Johnsen called it "another strong quarter." The spreadsheet is smiling.

SpaceX is now three businesses stacked on top of each other:

The big question is whether 830% growth can survive contact with reality.

It leans on more giant cloud deals, more acquisitions and Grok adoption keeping pace. All while SpaceX pours money into computing power and next-gen spacecraft.

Anyone holding SPCX now owns an AI growth story with a satellite safety net underneath. That net matters if the AI rocket wobbles.

Netflix beat profit estimates by $310 million. The stock fell anyway.

Welcome to earnings season, where good news and a falling share price are somehow best friends.

Shares slid 3.1% after hours to $68.70, parking the stock uncomfortably close to its 52-week low of $65.08.

The 52-week high? $124.86. So yes, it's been a long year on the sofa.

The headline looked great. Operating income jumped 37% to $4.58 billion, smashing the $4.27 billion Wall Street expected.

Revenue grew 12% year over year (11% if you strip out currency moves). Subscriptions, price hikes and a growing ad business all chipped in.

The catch? That's the slowest revenue growth in three years. And for a growth stock, "slowest" is a swear word.

Region by region, it was a coin toss:

Two beats, two misses. A perfectly mediocre scorecard.

Guidance is where the mood soured.

Netflix sees full-year revenue of $51.1 billion, a hair under the $51.2 billion consensus. A $100 million gap on $51 billion is a rounding error. Markets didn't care.

The bigger sting: Q4 EPS guidance of $0.67 vs. $0.73 expected. That's roughly 8% below what analysts had pencilled in.

Then there's the backdrop. Netflix lost the bidding war for Warner Bros. Discovery's streaming and studios business, and investors are now hunting for any sign the growth engine is sputtering.

A slowdown plus a soft Q4 outlook? That's all the hunters needed.

Some genuinely good stuff got buried under the sell-off:

People keep paying more and keep watching. Netflix just isn't growing as fast as it used to.

The next battleground is view hours. Basically, getting you to watch one more episode. Then another. Then it's 2am.

This is a classic expectations game. Netflix is still very profitable and getting more so. But the stock is priced on growth, and growth is cooling.

Worth knowing: Netflix has sold off after each of its last five earnings reports. The post-earnings dip has become a tradition, like arguing over the remote at Christmas.

If you hold Netflix directly or through ETFs like $NFLXL (a 2x leveraged fund, so double the drama), $GGME ( ▲ 0.52% ) or $FNGS ( ▲ 0.29% ), this kind of volatility tends to hang around until growth picks back up or the market lowers the bar.

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