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Digitalisation Tech

Starlink Direct-to-Cell, also called Starlink Mobile or D2C/DTC

Starlink Direct-to-Cell (also called Starlink Mobile or D2C/DTC) is SpaceX’s satellite-to-smartphone service that lets ordinary, unmodified 4G/LTE phones connect directly to Starlink satellites for basic connectivity in areas without terrestrial cell coverage. As of August 2026, the Direct-to-Cell service has been live since July 2025, commercially launched with T-Mobile in the US. Its constellation comprises…
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Detailed financial chart showing a downward trend, ideal for economics and stock market analysis.
Analyse de marchéAnalyse de marché En chiffresEn chiffres MarketsMarkets

The Monte Carlo analysis of JPY carry trade

The Monte Carlo analysis of JPY carry trade unwind uses a Merton Jump-Diffusion model to simulate USD/JPY dynamics over a 90-day horizon, capturing both continuous exchange rate movements and sudden discontinuities from forced position closures. The model incorporates calibrated parameters including a spot rate of 158.5, stressed volatility ranging from 9% to 18%, and jump…
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Analyse de marchéAnalyse de marché MarketsMarkets

Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026

The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5 trillion carry trade unwind within 90 days, was not validated in its magnitude or timing. Observed reality shows USD/JPY peaked around 164 in late July 2026 after coordinated intervention, now near 158. The BOJ hiked…
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lntélligence artificielle Tech

Prospective Trajectory of SpaceX as an Infrastructure

SpaceX is not a blockchain protocol, a crypto cloud, a native DePIN network, or an on-chain payment processor as of August 10, 2026. It is a physical infrastructure platform (launch, Starlink LEO constellation, emerging terrestrial/orbital AI clusters) whose systemic externalities make it the most credible physical layer zero for the decentralized economy, orbital data, resilient…
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Analyse de marchéAnalyse de marché MarketsMarkets

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity is profitable (~+$1.66B OI), while Space and AI segments are loss-making. AWS boasts a 39.4% operating margin (+650 bps YoY), generating ~60% of Amazon's consolidated OI from ~21% of revenue. Microsoft Cloud's gross margin is…
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En chiffresEn chiffres MarketsMarkets

Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)

Revenue decomposition and growth dynamics for Q2 FY26 Consolidated revenue reached 7,814, representing a 91.94% year-over-year increase from 4,071. The total revenue growth of 3,743 is driven by AI compute capacity rental (approx. +1,880, 50.2% of the increase), Starlink Connectivity (approx. +1,700, 45.4%), and Space Launch & other (residual +163). Key margins for Q2 FY26:…
08/06/20260Comments

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