# SpaceX · BSM lane

SpaceX across launch, Starlink connectivity and its growing compute ambitions, read through filings and primary sources with a long horizon.

- Lane page: https://brandonstmartin.com/spacex/
- JSON index: https://brandonstmartin.com/spacex.json
- Articles: 3, newest first

## Featured: weekly roundup

First roundup coming soon.

## Articles

- 2026-10-21: [SpaceX's Third Quarter of 2026: What the Filings Show](https://brandonstmartin.com/blog/spacex-q3-2026-what-the-filings-show.html). SpaceX’s reported Q3 2026 results, segment economics, capital spending and regulatory conditions, drawn from primary documents with the limits made explicit.
- 2026-07-01: [Tesla and the Real-World AI, Energy, and Autonomy Stack](https://brandonstmartin.com/blog/tesla-real-world-ai-energy-autonomy-stack.html). BSM LLC market intelligence review of Tesla, SpaceX, xAI/Grok, Cursor, robotaxi, Megapack, Autobidder, Semi, Optimus, and AI chips. (Cross-theme: Tesla, SpaceX)
- Undated: [Moonshots EP274: Jared Isaacman, Moon Base, Lunar Robotics, Nuclear Space, and Mars](https://brandonstmartin.com/blog/moonshots-ep274-autonomy-robotics-space-infrastructure.html). EP274 is not best understood as a single headline date. Its durable public thesis is phased lunar-to-Mars infrastructure: repeated robotic missions, commercial mass delivery, useful surface robotics, persistent power, nuclear-space demonstrations, and science cadence that can turn the Moon into a proving ground for Mars-relevant systems.

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Not financial advice. The author holds long-term positions in Tesla, SpaceX and Bitcoin. Disclosures: https://brandonstmartin.com/disclosures.html