演讲者表达了长期以来对SpaceX进行巨额投资的愿望。他们之前在开通频道后曾有机会进行私募投资，但却选择等待首次公开募股（IPO）。 目前，他们持有大量特斯拉股票，现在有了投资SpaceX的机会，并且正在积极地进行投资。他们当前的投资组合配置大约98.69%是特斯拉股票，其余部分则投资于SpaceX。他们长期的理想投资组合会更侧重于SpaceX，可能SpaceX占三分之二，特斯拉占三分之一，或者至少是五五开。 演讲者承认SpaceX存在“未知的未知”，但强调其机遇规模巨大，包括： * 地面计算项目（Terrestrial compute initiatives）。 * 星链（Starlink）的持续扩张。 * V3星舰的能力，预计将使星链客户增长20倍。 * 蜂窝服务（cell service）的进一步潜力，预计其增长速度更快且所需带宽更少。 他们预期星链目前的运营将实现持续且可预测的增长，但认为超越这些已知计划的未来潜力“巨大得令人难以置信”，并引用了SpaceX“有史以来最大的潜在市场（TAM）”这一说法。

The speaker expresses a long-standing desire to make a substantial investment in SpaceX. They previously had opportunities to invest privately after starting their channel but chose to wait for an IPO instead. Currently, they hold a significant amount of Tesla stock and now have the opportunity to invest in SpaceX, which they are actively doing. Their present portfolio allocation is approximately 98.69% in Tesla, with the remainder in SpaceX. Their long-term ideal portfolio would see a heavier weighting in SpaceX, potentially two-thirds SpaceX to one-third Tesla, or at least a 50-50 split. The speaker acknowledges "unknown unknowns" regarding SpaceX but highlights the immense scale of its opportunities, including: * Terrestrial compute initiatives. * Continued expansion of Starlink. * The capabilities of the V3 Starship, which is expected to enable a 20x increase in Starlink customer growth. * Further potential in cell service, which is projected to grow faster and require less bandwidth. They anticipate consistent and predictable growth for Starlink's current operations, but believe the future potential beyond these known plans is "stupid" in its magnitude, citing SpaceX's "Biggest Tam ever" (Total Addressable Market).