Source material behind every call on the tape.
If I said publicly that a holder of Bitcoin and a holder of nothing are in the same position, most people would think I had lost my mind. The reason seems obvious. Bitcoin holders can receive dollars, houses, cars, labor, …
There is a lot of confusion around the math of the SpaceX IPO. People see headlines about raising $75 billion, but then hear the company is valued at over $1.7 trillion with a crazy Price-to-Sales (P/S) ratio over 90x. Here …
Everyone is cheering the 19% pop like it proves something. It doesn't. Let's actually look. SpaceX closed today near a $2.1 TRILLION market cap. Their 2025 revenue? $18.7 billion. That's a price to sales ratio of about 112x. Not earnings, …
**2026:** Elon Musk's personal net worth just surpassed 1 trillion, now stands at a whopping **1.1 trillion!** I think now is a good time to re-evaluate your portfolio, and position yourself away from tech as much as possible. This is …
Everyone is cheering the 19% pop like it proves something. It doesn't. Let's actually look. SpaceX closed today near a $2.1 TRILLION market cap. Their 2025 revenue? $18.7 billion. That's a price to sales ratio of about 112x. Not earnings, …
**TL;DR:** Microsoft isn’t undervalued at $380–400. Unless it delivers exceptionally strong results over the next two quarters which I don’t expect, it faces growing challenges that increase the downside risk. Last Friday was the last chance to escape this ass …
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - …
Random thought I’ve been stuck on lately. Whenever people talk about businesses or investing, most of the conversation is around revenue, margins, management, moat, etc. Which obviously makes sense. But I almost never see people talk about whether where a …
Told you this would happen 6 years ago, I just didn't get the timing right