Source material behind every call on the tape.
At $2T, you’re no longer valuing launch economics, Starlink cash flow, or defense contracts. You’re pricing: Mars colonization Geopolitical dominance AGI infrastructure (space-based data centers) Global telecom replacement National security dependence Elon himself as a civilizational operating system Of course …
Just remember, those who **keep** thinking AI is a fad and **that** the bubble will burst here might not even have **a** technical **or** business background. They might have **used** a chatbot for a few hours total in their **lifetime**, …
I’ve had massive returns on SMH and INTC over the last x amount of months. I’m currently watching a documentary on the dot com bubble. I see a lot of similarities but also a lot of pretty poignant differences. Marvell …
\*\*TL;DR\*\* I’ve built a statistical-arbitrage scanner that runs against roughly 1250 large-and-mid--cap US equities — the full rig: Engle-Granger cointegration, Ornstein-Uhlenbeck mean-reversion fits, half-life and Hurst filters, plus those frozen exit plans we lock in at entry. It works on …
Trump takes a huge L, and only gets 30 day not 60. That means tankers continue to be scared to cross the Iran controlled strait, and probably higher inflation all year due to this. Very huge L for Trump, headlines …
Right now we are being told (and telling) a story about a revolution of our way of life, transformed by an exponential capex that is driving the stock market to heights we have never seen before. The next space-race. A …
20% short interest, 44 million shares short, 0-50k shares available, ctb spiked to 20% on Friday. Revenues have gone from 45m last year to expected 350-400m this year. Just 800m mkt cap. They also partnered with big players recently and …