El Market Jefe @ElMarketJefe
Mutual Fund Slinger Joined December 2015-
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The EWS segment of SpaceX is the most slept on piece of the business - currently pulling into over $2B a month combined from Anthropic and Google.
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The
I will soon be introducing a bill to give the public a 50% ownership stake in Bernie’s three homes that were purchased from his taxpayer-funded income for over 35 years despite achieving absolutely nothing
I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.
Elon becoming a trillionaire means everyone else gets poorer!
SpaceX millionaires 4,000 x $1mil , 400 x $100 mil Every employee who joined before the first succesful launch made (unless they sold early) more than $100 million. SpaceX lists June 12 at ~$1.75T. Work backward from the cap table. At $1.75T, clearing $100M takes ~0.0057% of
He’s remarkably charismatic, almost Obama-esque #Rubioprez2028
This is more presidential than anything I’ve heard in a long time. Stop and listen to this! He has it! x.com/TodayinHistory…
Make it make sense.
SpaceX targets a $2 trillion valuation?! SpaceX makes $15 billion in revenue. $AMZN is $2.2 trillion valuation. $AMZN makes $718 billion in revenue. Someone please make it make sense.
Point and case for the SpaceX IPO.
SpaceX IPO valuation: $2 trillion. P/E ratio: ~1,000x. For reference: At 1,000x earnings, if SpaceX grew earnings 30% per year — every year — it would take 27 years to grow into its valuation. At 50% earnings growth per year? Still 18 years. This isn't investing. It's a
Starting to think this IPO will take off at first due to such a large amount of pent-up demand BUT in the end new investors will be exit liquidity bc these valuations are just ridiculous.
SpaceX trying to go public at 80x forward sales, 500x forward earnings, and 125x forward EV/EBITDA multiple
Interesting chart to help visualize why companies like BlackRock and Vanguard are so massive today. They caught a massive tailwind from our shift in investing style.
If you have 1+ years, I also think Meta is a great buy w recent valuation compression. Once the war ends, big tech will take back the global spotlight.
I’ve been so tempted to buy since MSFT sold off bc bad software sentiment…now this???
> be Microsoft > biggest investor in OpenAI > launches “critique” in Microsoft 365 Copilot > uses multiple models instead of one > Claude drafts the research > ChatGPT reviews and improves it > beats single models > outsourcing intelligence to competitors > still winning anyway
@wealthMAinsider 200 bps of cuts would most likely put the fed funds rate below R*, and in no way are we in a situation for an accommodative rate environment.
Vol is the price we pay for returns.
@theallinpod @friedberg Wouldn’t expect anything less from Chamath.
White boy of the year
Friedberg is fuckin cooking…
Still too high, but it’s good to see the federal government paying attention.
Thanks to President Trump, the health of the U.S. government's finances is improving. The current calendar year-to-date deficit is $1.52 trillion, which compares to a deficit of $1.93 trillion for the comparable period last year under Biden, a 21% drop. Not only is the deficit
matthew @g0ybeamvictim
240 Followers 4K Following 169 IQ, Alpha male, New York Times best selling author
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The Official: Kwame @KwameGouveia
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RateCutTrader🇺🇸 @Eeblawogoo7052
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155 Followers 638 Following Never take away what doesn't belong to you, sincerity is the way to go, and remember, the devil was once an angel too.
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214 Followers 588 Following 1% better each day| IT Professional| certs: CompTIA trifecta done, AZ-104,900, MS-102 currently working for CCNA|Praise The Fool (LOM) | My views are mine alone
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