Google is the biggest winner in the SpaceX IPO.

Back in January 2015, Google made a decision that most venture capitalists would call insanely risky.

They threw $900 million at SpaceX when the company was valued at just $12 billion.

Elon had recently figured out how to land rockets.

Starlink was literally just a PowerPoint deck.

The company was burning through cash like water trying to prove the entire concept of reusable rockets could actually work.

On paper, this looked like Google throwing away nearly a billion dollars on a moonshot.

But they saw something everyone else missed.

A founder willing to do the impossible and a company building what would become essential infrastructure for the next decade.

Fast forward to February 2026 and that single decision is about to make Google the biggest winner in what's shaping up to be the largest IPO in human history.

SpaceX is prepping for a mid June IPO at a $1.5 trillion valuation.

Google's 7.4% stake is about to be worth approximately $111 billion.

That's an increase of over $110 billion from their original $900 million investment.

To put it another way, every dollar Google invested just turned into roughly $123.

The reason Google deserves the title of biggest winner isn't just about the raw numbers, though those are absolutely staggering.

It's because they made this bet when nobody was paying attention.

SpaceX could have easily gone under.

In 2015, SpaceX had never successfully landed a rocket and recovered it.

The Falcon 9 had only been flying for a few years.

Starlink was a concept that most people in Silicon Valley thought was a distraction from the core business.

Revenue was basically nonexistent compared to today.

Yet Google saw the market opportunity.

A company with an effective monopoly on launching things to space at scale.

A founder with unlimited conviction and a business model that would become increasingly valuable as the world's data and compute needs exploded.

What makes this different from other venture capital wins is the sheer trajectory.

If you plot SpaceX's valuation from 2015 to 2026, it's almost vertical.

From $12 billion to $36 billion by 2020.

Then jumping to $100 billion by 2021.

$180 billion by 2023.

$210 billion by mid-2024.

$350 billion by late 2024.

Now sitting at $1 Trillion in February 2026.

The IPO target is $1.5 trillion.

Every year, the valuation roughly doubles or triples.

That's the kind of growth trajectory that only happens when you're building something genuinely transformative.

Google got to ride that entire wave with a single check.

The reason Google is the standout winner compared to other early shareholders is also about timing and positioning.

Fidelity Investments also made a big bet alongside Google in 2015.

They've obviously done well too.

But Google's stake is the single largest outside shareholder position after Elon.

They're getting the ability to influence a company that's basically becoming a fourth branch of government in terms of how critical space launch capability is.

No other private company can claim that level of control over orbital infrastructure.

Here's what's actually wild about this whole thing: most people don't even know this is happening.

Because SpaceX is a private company, Google's stake has been sitting on their balance sheet essentially at cost for a decade.

The gain has been completely hidden from casual observers.

But the moment SpaceX IPOs, that $111 billion position becomes real.

It shows up in earnings.

It fundamentally changes how people view Alphabet as an investment.

That's a massive catalyst that a lot of investors aren't positioned for.

What also makes Google the biggest winner is that they didn't need to take this risk and they knew it.

Google had mountains of cash.

They were already the dominant search company.

They could have just kept doing what they were doing and still been worth hundreds of billions of dollars.

But Sundar Pichai and the team at the time made a strategic bet that space infrastructure was going to matter.

They believed that reusable rockets would become foundational.

They were convinced that SpaceX was the only company that could pull it off.

They were right.

And now they're about to collect one of the largest venture capital payouts in history.

The other thing that makes this interesting is that Google gets strategic benefits on top of the equity upside.

By owning 7% of SpaceX, Google has visibility into the company's satellite internet plans.

They can negotiate favorable launch terms for their own ambitions in space.

They're essentially hedged into the space economy at scale.

As AI compute demands keep growing and data centers need more bandwidth, having ownership in the only company that can reliably launch satellites becomes incredibly valuable.

So Google is securing their own infrastructure future.

When the IPO closes in June and Google's stake becomes liquid and tradeable, we're going to see headlines everywhere.

Google turned less than a billion dollars into over $100 billion.

But the real story is that they had the foresight to make the bet when almost nobody believed in SpaceX.

They had the patience to hold it for a decade.

While the company became the most valuable private company on Earth.

That's what separates truly great venture capital wins from lucky bets.

IT’S OFFICIAL:

Elon Musk’s SpaceX has acquired xAI, here’s the official press release.

The biggest IPO in history just got even bigger.

Absolutely incredible.

🇺🇸 xAI is hiring crypto experts to teach Grok how to trade DeFi protocols, perpetual futures, and cross-exchange arbitrage in "high-volatility 24/7 markets."

The job posting is basically looking for people who can explain MEV-aware execution without breaking a sweat.

Crypto bros, your time has come.

🐦 @pigeon_trade_bot

🎲 @polycoolbot

Data centers are massive and for xAI, they need to be even more massive

You can’t build an orbital data center with small rockets
You need Starship - the best there is

Starship V3 is coming, designed to carry 200+ tons to orbit per flight
• Hundreds of high‑density compute satellites in a single launch
• Lower cost per kilowatt in orbit than any ground-based grid
• Full reusability and rapid cadence for real scaling, not one-off missions
• Space-only advantages: vacuum cooling, global coverage, ultra‑low‑latency paths

Matching one Starship flight would take 400+ Falcon 1 launches... thats hundreds of rockets, hundreds of launches, and years of time, just to equal what a single Starship can do

Without Starship, orbital data centers and space-scale computing would take decades

Starship turns orbital AI from a concept into infrastructure and it’s happening much sooner than people imagine

Tuesday, Feb 3 2026, 12:30 UTC time

Latest Important Headlines

🟢 📋 India – US Trade Deal Sparks Rally 
Indian rupee and equities jump: Rupee surges in NDFs, posts biggest one-day rise since 2018; stocks rally (Reliance, financials, exporters, EMS/tech) and set to open near record highs. Bond impact: India 10Y yield and OIS rates fall; analysts raise growth/earnings targets and trim near-term rate cuts. ✅

🔵 ✅ US – Macro & Markets 
ISM Manufacturing rises to a multi-year high on improving demand sentiment; dollar holds firm amid shifting Fed expectations. Yields: US 10Y keeps advance, underpinning risk/FX moves. 🔖

🟡 🔖 Australia – RBA Hike & Follow‑through 
RBA raises rates (first in two years): Aussie dollar rebounds and 10Y yield climbs; major banks lift home loan rates. Market pricing tilts toward further hikes. 📌

🟣 📌 Japan – Exports & FX 
Food exports hit record (2025) driven by strong US demand; yen remains under pressure as dollar strength persists. ✅

🟠 📋 New Zealand – Construction & FX 
Building permits fall (Dec); NZD rebounds amid mixed local data and offshore flows. 🔖

🔴 ✅ France & Europe – Inflation and Rates Watch 
French preliminary CPI eases (0.4% Jan), budget deficit narrows—data cool ahead of ECB meeting. German 10Y Bund nears Mar 2025 highs as European yields move higher. 📌

🟤 🔖 UK – Consumer Prices & Bank Outlook 
Grocery inflation eases to 4.0%; markets see BOE possibly pausing in 2026 given sticky inflation risks. ✅

⚫ 📋 South Korea – FX Flows 
Won strengthens on trade progress and equity inflows after US‑India deal headlines. 🔖

🟩 ✅ Russia – Growth Outlook 
Deputy PM Novak projects 2026 GDP growth ~1–1.3%, signaling modest expansion and continued macro caution. 📌

🟦 🔖 Commodities & Global Sentiment 
Precious metals selloff / copper correction: big moves in metals amid risk-on flows; market debate on diversification and long-term fundamentals. ✅

Market Takeaway: Risk assets lean higher on the US‑India trade deal and easing Eurozone inflation, while central‑bank rate expectations and US yields keep FX volatility elevated. Monitor India flows, US yields, RBA follow‑through and ECB/BoE signals for next directional moves.

Elon Musk’s Plan to reach a Kardashev Type II Civilization

1. Move AI off Earth and into space

AI needs massive power and cooling. Earth cannot scale this without damaging the environment and society. Space has constant sunlight, natural cooling, and unlimited room. Long term, AI can only scale in space.

2. Use Starship to build orbital AI data centers

Using Starship, millions of tons of hardware can be launched every year. SpaceX will deploy huge constellations of satellites that act as solar powered data centers in orbit, generating enormous AI compute with very low operating costs.

3. Make space the cheapest place to run AI

Each year, orbital data centers add hundreds of gigawatts of AI compute. Within a few years, training AI in space becomes cheaper than on Earth, unlocking rapid advances in science, engineering, and technology.

4. Expand manufacturing to the Moon

Starship enables permanent Moon bases. Factories on the Moon use local resources to build satellites and launch them into deep space far more efficiently than from Earth.

5. Harness the Sun at civilization scale

By placing massive AI satellite systems throughout space, humanity begins capturing a meaningful fraction of the Sun’s energy. This marks the transition toward a Kardashev Type II civilization and funds expansion to Mars and beyond.

#XPD/USD M15 #Palladium
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

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Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

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#Copper - S&P Global – Copper Consumption Growth to be Driven by Energy Transition, AI and Data Centers & Defense.

India–US Trade Deal: Tariff Snapshot 🌍📊

Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.

Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD

“#Gold is money. Everything else is credit.” JP Morgan said this 114 years ago.

The US Government is starting a #GOLD and #SILVER STOCKPILE.

They’re securing critical metals before the currency devalues. The Government is literally telling you to buy real assets.

Listen to them… Raise your targets.

🚨 The U.S. just took a big step to reduce China’s control over critical minerals.

Yesterday, Trump announced Project Vault, a new U.S. strategic reserve for critical minerals.

The U.S. already has a Strategic Petroleum Reserve for oil. Now, the U.S. is doing the same thing for critical minerals.

Let’s break it down properly.

WHY IS THE U.S. DOING THIS NOW?

The U.S. economy depends heavily on minerals it does not control. Many key materials used in: EV batteries, Aerospace, Defense systems, Chips and electronics are either imported or processed outside the U.S.

In many cases, China controls the processing stage.

That means even if a mineral is mined elsewhere, it often still goes through China before being usable.

This creates a big risk: If supply is disrupted for political or geopolitical reasons, U.S. industries can stall.

Project Vault is meant to reduce that risk.

HOW BIG IS PROJECT VAULT?

This is not a small program. Project Vault is backed by around $12 billion. Here’s how the money breaks down:

- $10 billion comes as a loan from the Export-Import Bank of the United States (EXIM).

- $1.67 to $2 billion comes from private sector capital.

So this is not just government money. Big companies are putting real money into this. That tells you this is meant to be operational.

WHAT EXACTLY WILL THE U.S. STOCKPILE?

Project Vault will stockpile:

- 50 critical minerals

- 17 rare earth elements

Some important ones include:

- Lithium, cobalt, nickel → EV batteries and energy storage

- Gallium → chips, radar, defense electronics

Other materials needed for aerospace, defense, and advanced tech. These are not optional materials. Without them, factories stop.

WHO IS INVOLVED IN THIS?

This is not being run in isolation. Major U.S. companies are involved, including: General Motors, Boeing, Google, GE Vernova.

On top of that, large commodity traders are involved to handle Buying, Transport, Storage. That matters because these firms actually know how physical commodity markets work.

WHAT IS THE REAL GOAL HERE?

The goal is simple:

Protect U.S. industries from supply shocks and geopolitical pressure. Especially pressure coming from China, which currently dominates: Processing, Refining, Downstream supply chains. Project Vault gives the U.S. a buffer.

If supply is disrupted, the U.S. doesn’t immediately panic-buy at high prices or shut down production.

HOW DOES THIS AFFECT THE U.S. ECONOMY?

This has several direct effects:

1. MORE STABILITY FOR U.S. MANUFACTURERS: Industries like EVs, defense, and aerospace get supply certainty.

2. LOWER RISK OF SUDDEN PRICE SPIKES: Stockpiles reduce panic buying during shortages.

3. STRONGER NATIONAL SECURITY POSITIONING: Supply chains become harder to weaponize.

4. LONG-TERM SUPPORT FOR MINERAL DEMAND: Stockpiling creates steady, structural demand.

WHAT DOES THIS MEAN FOR MINERAL PRICES?

Over time, this is likely bullish for critical minerals. Why?

Because: The U.S. is becoming a large, steady buyer, Supply chains are already tight, Demand from EVs, AI, and defense is growing.

Stockpiling doesn’t reduce demand. It locks demand in. That usually supports prices, especially during supply stress.

Project Vault is the U.S. admitting one thing clearly: Critical minerals are no longer just commodities. They are now strategic assets.

$UAMY STRONG BUY

—— TODAY;
• HC Wainwright & Co. Reiterates it’s STRONG BUY on United States Antimony, Maintains $10.25 Price Target

—- The Analyst is Heiko F. Ihle.

• Heiko F. Ihle is a Managing Director and Senior Metals & Mining Analyst at H.C. Wainwright & Co., where he has served since March 2014.

• He is widely recognized for his equity research in the basic materials sector, specifically focusing on the mining of gold, silver, uranium, and other critical minerals. 

• Heiko F. Ihle Is a top tier 5 star analyst. ⭐️⭐️⭐️⭐️⭐️

$ONDS

🤯 Ondas now have a drone mothership that can carry up to TEN drones that have swarm capabilities and can travel 120kmh!

I’m in awe of this company.

Beyond incredible resupply, endurance, and missile/javelin capabilities, the Blue UAS-certified DT-300 can act as a mothership for up to 10 drones.

$ONDS IS TRANSFORMING INTO AN ABSOLUTE FORCE FOR DEFENSE AND MILITARY OPERATIONS