Maybe it’s just me but people are acting insane over SpaceX. I talk to investors all day and some of these people really think SpaceX is gonna make them rich overnight. They’re calling nonstop asking how to get shares like …
OpenAI just filed confidentially to ipo 3 days ago. The ticker OPEN should act for this ipo like spce is doing for spcex. You can still get in early as many people havnt done this yet and the ticker hasn’t …
For starters I am not asking for advice or buying Space X at IPO. I will be outside touching grass when the stock starts trading. I also understand no one can predict the future. Accept people trading oil. I have …
It feels like the market is repeating the exact same mistake with Google that it made last year. Remember the massive narrative that AI chatbots were going to kill Google Search? The theory was that no one would google things …
SPCX's drop is consuming most of the coverage this week, but there is way more meat in Elon's actual filing [prospectus](https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm). SpaceX explicitly names orbital AI compute (targeted "as early as 2028") and a lunar economy buildout as the next …
Feel like I’m seeing a lot of people suggesting there’s a downturn coming but I feel like we’re quite a way from that (since 2009 it’s been following the bull channel up minus the Covid hard drop but it regained …
Many people still see the word “Blackberry” and automatically think of the phones. So, I decided to dig in to see what the new hype around this name is. What if I told you that they have totally transformed their …
Oklo announced that the U.S. Department of Energy’s (DOE’s) Idaho Operations Office has approved the Preliminary Documented Safety Analysis (PDSA) for Oklo’s Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The PDSA is a major …
# At the current valuation, SNAP is being treated almost like a permanently broken ad-tech company. I think that misses the scale of the consumer asset and the fact that the business is finally starting to show operating leverage. The …
Lots of talk about SpaceX investors needing an exit capital and using the retail investors to cash out. Let me try to make a case for an alternative scenario. First, these folks generate a lot of wealth from this price …