Posts
Google Buying Computing From SpaceX in $920-Million-a-Month Deal
morgan stanley thinks that spacex could do 3.5 trillion in revenue by end of next few years?
seems like there is no middle ground here and its binary whether or not it gets there
Meta weighs big equity raising after blockbuster Google deal
Ramp's valuation is now $44 billion on AI driven growth
broad calls
Alto Ingredients (ALTO) - Large Upside. Strong Fundamentals.
For some WSB DD I'm going to cover ALTO today. I will try to keep this short. ALTO is a value turnaround story with strong upside. Outside of the tech sector, I tend to focus quite a bit on the materials/manufacturing sectors like oil & gas, chemicals, and mining companies. …
U.S. economy adds 172,000 jobs in May, beating expectations of 85,000. Unemployment rate holds at 4.3%
The norwegian pension fund is “forced” to buy spaceX stocks
The norwegian pension fund which is worth around 2 trillion dollars is going to put money into spaceX, openAI and Anthropic. The norwegian pension fund is the worlds largest state owned fund. The leaders are confident that these companies will generate alot of revenue in the next years. source: [https://e24.no/boers-og-finans/i/0pLMmA/oljefondet-maa-kjoepe-aksjer-i-spacex-openai-og-anthropic](https://e24.no/boers-og-finans/i/0pLMmA/oljefondet-maa-kjoepe-aksjer-i-spacex-openai-og-anthropic)
$2.1MM MSOS YOLO - Trulieve (TCNNF) Uplisting to NYSE June 10th
I put up a long post on Monday covering my $2.1MM play into US MSOS, but the mods took it down for reasons that I don't understand. Unfortunately, it deprived everyone here of the the thesis behind the regulatory changes that are creating a massive opportunity in the space due …
SpaceX, Other Mega IPOs Denied Fast Index Entry by S&P
No fast track for Space X. Rules remain unchanged How does this affect your views on the IPO?