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Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies...

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641,347 views • 2 months ago •via X (Twitter)

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The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.
1:11

The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.

Felix Prehn 🐶

185,370 views • 3 months ago

Gavin on why it's a mistake for SaaS companies to resist AI because it has a lower margin structure: "When there's a transformative new technology customers are demanding, it's always a mistake not to embrace it. If you're trying to preserve an 80% gross-margin structure, you are guaranteed not to succeed in AI. SaaS companies are making the exact same mistake that brick and mortar retailers did with e-commerce. They clearly saw customer demand, but they didn't like the margin structure. Now Amazon has higher margins -- margins can change. SaaS companies have their 70-90% gross margins and are reluctant to accept AI gross margins -- a good AI company might have 40%. If you want to have an agent, it's never going to succeed if you're not willing to run it at a sub-35% gross margin because that's what the AI natives are running it at. I can't think of a single application SaaS company that could not be running a successful agent strategy. And they have a giant advantage over these AI natives in that they have a cash-generative business."
2:55

Gavin on why it's a mistake for SaaS companies to resist AI because it has a lower margin structure: "When there's a transformative new technology customers are demanding, it's always a mistake not to embrace it. If you're trying to preserve an 80% gross-margin structure, you are guaranteed not to succeed in AI. SaaS companies are making the exact same mistake that brick and mortar retailers did with e-commerce. They clearly saw customer demand, but they didn't like the margin structure. Now Amazon has higher margins -- margins can change. SaaS companies have their 70-90% gross margins and are reluctant to accept AI gross margins -- a good AI company might have 40%. If you want to have an agent, it's never going to succeed if you're not willing to run it at a sub-35% gross margin because that's what the AI natives are running it at. I can't think of a single application SaaS company that could not be running a successful agent strategy. And they have a giant advantage over these AI natives in that they have a cash-generative business."

Patrick OShaughnessy

84,041 views • 8 months ago

Trumps's now had Most of the major Pharmaceutical companies make the pilgrimage to the Oval Office to stand like children as he announces they are "volunteering" to slash their prices by historic levels. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING. We are told this is because of tariffs.... Does this completely make sense? WHY - like the other companies such as Apple, Honda, Ford, etc, would they not simply MOVE their manufacturing facilities back to the US, AVOID the tariffs completely and NOT have to lower their prices. Automated machines that squeeze out pills are ALOT easier to move and reopen here than complicated processes like car or electronics manufacturing. What is different here? Trump is showing you that Big Pharma is in complete and total SUBMISSION. That is why, the AI, Car, electronic, etc companies are being allowed to repatriate their manufacturing, while Big Pharma is being stripped of their cash flow and profits, right in front of our faces. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING.
2:36

Trumps's now had Most of the major Pharmaceutical companies make the pilgrimage to the Oval Office to stand like children as he announces they are "volunteering" to slash their prices by historic levels. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING. We are told this is because of tariffs.... Does this completely make sense? WHY - like the other companies such as Apple, Honda, Ford, etc, would they not simply MOVE their manufacturing facilities back to the US, AVOID the tariffs completely and NOT have to lower their prices. Automated machines that squeeze out pills are ALOT easier to move and reopen here than complicated processes like car or electronics manufacturing. What is different here? Trump is showing you that Big Pharma is in complete and total SUBMISSION. That is why, the AI, Car, electronic, etc companies are being allowed to repatriate their manufacturing, while Big Pharma is being stripped of their cash flow and profits, right in front of our faces. HE CAUGHT THEM ALL. AND NOW THEY ARE PAYING.

NewsTreason Channel 17

237,523 views • 8 months ago

Ben Thompson says Nvidia is already cutting prices. The cut just doesn't show up in their margins: "Everyone's coming for them and they're still charging however much money for a chip. But they're not maintaining their margins, because who's buying? This circular financing people talk about, Nvidia's providing a 25% backstop. If you actually ascribe a value to Nvidia taking equity in the Neoclouds, they guarantee they're going to buy all their compute through 2030. And why do they do that? So the entity in question can get a lower cost of capital, so they can buy more GPUs. They get a lower cost of capital because Nvidia assumed the risk. Taking risk has a price. There's also a world where a ton of compute comes to market, the hyperscalers don't need this compute, and Nvidia's paying for compute that no one wants. That is a diminution of Nvidia's profitability if you look at their business holistically. What that is, is a price cut. The price just didn't show up in the margins."
1:29

Ben Thompson says Nvidia is already cutting prices. The cut just doesn't show up in their margins: "Everyone's coming for them and they're still charging however much money for a chip. But they're not maintaining their margins, because who's buying? This circular financing people talk about, Nvidia's providing a 25% backstop. If you actually ascribe a value to Nvidia taking equity in the Neoclouds, they guarantee they're going to buy all their compute through 2030. And why do they do that? So the entity in question can get a lower cost of capital, so they can buy more GPUs. They get a lower cost of capital because Nvidia assumed the risk. Taking risk has a price. There's also a world where a ton of compute comes to market, the hyperscalers don't need this compute, and Nvidia's paying for compute that no one wants. That is a diminution of Nvidia's profitability if you look at their business holistically. What that is, is a price cut. The price just didn't show up in the margins."

Patrick OShaughnessy

157,094 views • 10 days ago

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.
1:42

AMD might have disrupted Nvidia's entire cloud GPU rental business. In January at CES, AMD CEO Lisa Su demonstrated a $1,499 mini PC running the same class of AI model that currently costs companies $2,500 to $3,000 every month to rent from Nvidia-powered cloud servers. AMD's own branded version opened pre-orders this month at $3,999. Third party manufacturers have been selling the same chip since 2025 starting at $1,499. Here is exactly why this is dangerous for Nvidia. Nvidia's $75 billion quarterly revenue is built almost entirely on one business model, companies rent access to Nvidia GPUs through cloud providers like AWS and Lambda Labs to run AI. They pay monthly. Nvidia gets paid every time someone runs an AI model in the cloud. That recurring rental income is what turned Nvidia into a $5 trillion company. The AMD box eliminates that monthly fee permanently. One AI consultant switched from $2,800 per month in Nvidia cloud rental costs to $8 per month in electricity. The hardware paid for itself in 11 days. Over 8 months he generated $47,000 running the same AI workloads that previously left him paying Nvidia's ecosystem $2,800 every single month. Multiply that across thousands of enterprise customers and the revenue erosion becomes structural. Every business that buys this box stops paying cloud rental fees forever. Lawyers, doctors, banks, accountants, and financial advisors, businesses with sensitive data that cannot legally go to a cloud server represent billions in annual cloud GPU fees that Nvidia is now at risk of losing permanently. The threat is also closing in from the top. Google signed deals worth tens of billions with Anthropic and Meta to replace Nvidia with its own chips. Amazon built its own AI chips across AWS. Apple trained its AI on Google's chips, not Nvidia's. Custom silicon has grown from 21% of the AI chip market in 2025 to 28% in 2026. Nvidia's rental model only worked because serious AI compute had no alternative.

Bull Theory

26,765 views • 2 months ago

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
1:37

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

Ark Invest Tracker

38,824 views • 1 month ago

It's very interesting what's happening because I was listening to the Disney earnings call, which is such a great index for consumers. Think about families going to theme parks, buying gasoline, buying stuff. This is a new CEO was asked right out of the gate, because every analyst is trying to figure out where the consumer stands, "Have you seen a slowdown in park traffic?" Remember, parks are more expensive than they've ever been and the cost of taking your family in the car should be more expensive than ever because it's gas four to five bucks now. He said there was zero change in traffic. In fact, it's up. So what is happening to this economy that people feel confident enough to see forward to the end of whatever this volatility is, particularly on gas prices? The truth is 50% of the S&P 500 companies have absorbed the tariffs themselves by using AI to increase their margins and productivity. So the full weight of tariffs hasn't ever affected the consumer yet because of this incredible productivity enhancement, this serendipitous tool that Trump never saw coming, called AI, in all 11 sectors.
2:07

It's very interesting what's happening because I was listening to the Disney earnings call, which is such a great index for consumers. Think about families going to theme parks, buying gasoline, buying stuff. This is a new CEO was asked right out of the gate, because every analyst is trying to figure out where the consumer stands, "Have you seen a slowdown in park traffic?" Remember, parks are more expensive than they've ever been and the cost of taking your family in the car should be more expensive than ever because it's gas four to five bucks now. He said there was zero change in traffic. In fact, it's up. So what is happening to this economy that people feel confident enough to see forward to the end of whatever this volatility is, particularly on gas prices? The truth is 50% of the S&P 500 companies have absorbed the tariffs themselves by using AI to increase their margins and productivity. So the full weight of tariffs hasn't ever affected the consumer yet because of this incredible productivity enhancement, this serendipitous tool that Trump never saw coming, called AI, in all 11 sectors.

Kevin O'Leary aka Mr. Wonderful

102,065 views • 3 months ago

Really interesting parallel from Ben, comparing Google to Berkshire Hathaway. He says Google's search business is See's Candies. Its AI bet is Berkshire's move into the railroad: "They have See's Candies. Tremendously high margin business. The problem with a lot of high margin businesses is the percentage profit you can make is very high, but the absolute profit is small. So the brilliance of the BNSF Railway thing was they took the See's Candy profits and said, here's another industry whose margins are worse, but the absolute dollar amounts are so large that those worse margins result in absolute profits that are much larger. BNSF in one year threw off more free cash than See's Candies had thrown off in its entire lifetime. The reason why I find that story so interesting is it seems to capture where Google itself might be going. This unbelievable high margin business of search, one of the most perfect, beautiful business models of all time. And meanwhile there's this AI opportunity which requires astronomical spend. It's a cash incinerating machine. But if AI is intelligence and its TAM is basically all white collar work and eventually more, the margins are lower but the absolute profits available are much larger. Will we look back and say Google was See's Candies? It feels like that's happening. In that world, you use all your free cash flow. They've done that. You tap the debt markets to the tune of hundreds of billions of dollars. They've done that. You issue equity. What does an equity issue do? It dilutes your interest in your shareholders. So you have a smaller percentage of the pie. Well, you have a smaller percentage of an astronomically larger pie. At the end of the day, no one's going to be complaining. Berkshire is actually not just an investor in Google, but a model for Google and where they're going."
2:02

Really interesting parallel from Ben, comparing Google to Berkshire Hathaway. He says Google's search business is See's Candies. Its AI bet is Berkshire's move into the railroad: "They have See's Candies. Tremendously high margin business. The problem with a lot of high margin businesses is the percentage profit you can make is very high, but the absolute profit is small. So the brilliance of the BNSF Railway thing was they took the See's Candy profits and said, here's another industry whose margins are worse, but the absolute dollar amounts are so large that those worse margins result in absolute profits that are much larger. BNSF in one year threw off more free cash than See's Candies had thrown off in its entire lifetime. The reason why I find that story so interesting is it seems to capture where Google itself might be going. This unbelievable high margin business of search, one of the most perfect, beautiful business models of all time. And meanwhile there's this AI opportunity which requires astronomical spend. It's a cash incinerating machine. But if AI is intelligence and its TAM is basically all white collar work and eventually more, the margins are lower but the absolute profits available are much larger. Will we look back and say Google was See's Candies? It feels like that's happening. In that world, you use all your free cash flow. They've done that. You tap the debt markets to the tune of hundreds of billions of dollars. They've done that. You issue equity. What does an equity issue do? It dilutes your interest in your shareholders. So you have a smaller percentage of the pie. Well, you have a smaller percentage of an astronomically larger pie. At the end of the day, no one's going to be complaining. Berkshire is actually not just an investor in Google, but a model for Google and where they're going."

Patrick OShaughnessy

127,127 views • 9 days ago

🚀 SpaceX may have just solved the biggest problem in IPO history. The company is reportedly targeting a $75B IPO float — roughly 3x larger than the biggest IPO ever. 😳 So the question was: Who’s actually going to buy all those shares? Now we may have the answer. NASDAQ is reportedly changing its rules so Elon Musk's SpaceX can enter the NASDAQ-100 almost immediately after IPO. That could force passive index funds to automatically buy ~$25B worth of SpaceX stock. NASDAQ normally makes companies wait 6+ months before inclusion. Dave McClure and Aman Verjee discuss why NASDAQ may be bending the rules for the most anticipated IPO in years. Check out the full conversation on Trading Places Podcast EP34!
2:22

🚀 SpaceX may have just solved the biggest problem in IPO history. The company is reportedly targeting a $75B IPO float — roughly 3x larger than the biggest IPO ever. 😳 So the question was: Who’s actually going to buy all those shares? Now we may have the answer. NASDAQ is reportedly changing its rules so Elon Musk's SpaceX can enter the NASDAQ-100 almost immediately after IPO. That could force passive index funds to automatically buy ~$25B worth of SpaceX stock. NASDAQ normally makes companies wait 6+ months before inclusion. Dave McClure and Aman Verjee discuss why NASDAQ may be bending the rules for the most anticipated IPO in years. Check out the full conversation on Trading Places Podcast EP34!

trading places

50,775 views • 3 months ago

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives
2:50

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives

Wall Street Apes

28,675 views • 2 months ago

Ben Thompson says Nvidia has already cut prices, they just show up as backstops and neocloud equity instead of margins "They're actually not maintaining their margins, because who is buying?" "This whole question of circular financing, people talk about Lucent and things like that. This whole deal and Nvidia's providing 25% backstop." "But if you actually ascribe a value to Nvidia's taking equity in the Neoclouds or whatever, they guarantee they're going to buy all their compute to 2030. And why do they do that? So that the entity in question can get a lower cost of capital, so they can buy more GPUs." "But implicit in that, why do they get a lower cost of capital? They get a lower cost of capital because Nvidia assumed risk." "This is my point before. Risk never disappears. It just appears somewhere else. Taking on risk has a price." "Now there is a world where AI takes off, it never stops, and everything is fine, and Nvidia captured all the upside of their risk." "But there's also a world where, say, this Neocloud they backed, a ton of compute comes to market, the hyperscalers have plenty of compute, they don't have enough demand, Nvidia is paying for a computer that no one wants. They just lost a bunch of money." "So if you think about it, there's an expected value of that investment. It's not zero. It's not 100%. It's somewhere in the middle." "But that is a diminution of Nvidia's profitability. If you actually look at their business holistically, what that is is a price cut."
1:31

Ben Thompson says Nvidia has already cut prices, they just show up as backstops and neocloud equity instead of margins "They're actually not maintaining their margins, because who is buying?" "This whole question of circular financing, people talk about Lucent and things like that. This whole deal and Nvidia's providing 25% backstop." "But if you actually ascribe a value to Nvidia's taking equity in the Neoclouds or whatever, they guarantee they're going to buy all their compute to 2030. And why do they do that? So that the entity in question can get a lower cost of capital, so they can buy more GPUs." "But implicit in that, why do they get a lower cost of capital? They get a lower cost of capital because Nvidia assumed risk." "This is my point before. Risk never disappears. It just appears somewhere else. Taking on risk has a price." "Now there is a world where AI takes off, it never stops, and everything is fine, and Nvidia captured all the upside of their risk." "But there's also a world where, say, this Neocloud they backed, a ton of compute comes to market, the hyperscalers have plenty of compute, they don't have enough demand, Nvidia is paying for a computer that no one wants. They just lost a bunch of money." "So if you think about it, there's an expected value of that investment. It's not zero. It's not 100%. It's somewhere in the middle." "But that is a diminution of Nvidia's profitability. If you actually look at their business holistically, what that is is a price cut."

Fireside Alpha

56,613 views • 10 days ago

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 views • 4 months ago

$SPCX CAME BACK TO ITS IPO PRICE IN LESS THAN 2 WEEKS This is exactly what I warned you about Day 3 CT was calling it a generational buy at $228 Two weeks later it's sitting at $151, right back where it started But here's what matters now The IPO price is not the bottom It never is Every IPO in history that retraced to its opening price kept going lower before it found real support $150 is just the first stop, not the last Dont forget: I posted SpaceX IPO trap before Day 3 even peaked The structure was clear - same playbook as Tesla 2010, same result incoming What comes next for this stock is the most important move to watch this week Follow now - you'll realize how much you've been missing by not doing it sooner
0:35

$SPCX CAME BACK TO ITS IPO PRICE IN LESS THAN 2 WEEKS This is exactly what I warned you about Day 3 CT was calling it a generational buy at $228 Two weeks later it's sitting at $151, right back where it started But here's what matters now The IPO price is not the bottom It never is Every IPO in history that retraced to its opening price kept going lower before it found real support $150 is just the first stop, not the last Dont forget: I posted SpaceX IPO trap before Day 3 even peaked The structure was clear - same playbook as Tesla 2010, same result incoming What comes next for this stock is the most important move to watch this week Follow now - you'll realize how much you've been missing by not doing it sooner

bee🐝

203,035 views • 2 months ago

ai won’t take our jobs is the headline. i need to make this clear. companies across the board are forcing people out, under whatever bs they can, and expecting the current crop to do more with less due to ai. the claim was never ai on its own will replace you, a 10x ai infused dawg will replace you. that will happen more and more until they have the training data to replace the 10x dawgs. this isn’t just niche areas, it’s across the board. medicine, law, marketing/market research, data analytics, call centers. everything. first slowly and then all at once. the reason leaders are now coming out and pretending ai won’t eat jobs is because they have an ipo coming up alongside some rsi breakthroughs and they can not afford to alienate the market. make no mistake, a white collar bloodbath isn’t far away.
2:44

ai won’t take our jobs is the headline. i need to make this clear. companies across the board are forcing people out, under whatever bs they can, and expecting the current crop to do more with less due to ai. the claim was never ai on its own will replace you, a 10x ai infused dawg will replace you. that will happen more and more until they have the training data to replace the 10x dawgs. this isn’t just niche areas, it’s across the board. medicine, law, marketing/market research, data analytics, call centers. everything. first slowly and then all at once. the reason leaders are now coming out and pretending ai won’t eat jobs is because they have an ipo coming up alongside some rsi breakthroughs and they can not afford to alienate the market. make no mistake, a white collar bloodbath isn’t far away.

🍓🍓🍓

30,069 views • 2 months ago

🚨 HOLY SMOKES. Sec. Scott Bessent just said that because Iran BOMBED Gulf neighbors, those countries are suddenly opening up Iranian regime BANK accounts to Treasury So he can FREEZE their assets! Checkmate playing out. 🔥 "What may prove to be FATAL mistakes the Iranians made was bombing their [Gulf] NEIGHBORS." "Who are now willing to be much more transparent in terms of the funds, or do a deeper dive in investigating the funds that are held within their banking systems." "So, we have pushed out to them the request that we want to freeze more funds of the leadership of the IRGC and any members of Iranian leadership." "The other thing that we have done is we have told companies, we have told countries that if you are buying Iranian oil, that if Iranian money is sitting in your banks, we are now willing to apply secondary sanctions, which is a very stern measure." "The Iranians should know that this is going to be the FINANCIAL equivalent of what we saw in the KINETIC activities." Bessent is an economic ASSASSIN. 🇺🇸
1:19

🚨 HOLY SMOKES. Sec. Scott Bessent just said that because Iran BOMBED Gulf neighbors, those countries are suddenly opening up Iranian regime BANK accounts to Treasury So he can FREEZE their assets! Checkmate playing out. 🔥 "What may prove to be FATAL mistakes the Iranians made was bombing their [Gulf] NEIGHBORS." "Who are now willing to be much more transparent in terms of the funds, or do a deeper dive in investigating the funds that are held within their banking systems." "So, we have pushed out to them the request that we want to freeze more funds of the leadership of the IRGC and any members of Iranian leadership." "The other thing that we have done is we have told companies, we have told countries that if you are buying Iranian oil, that if Iranian money is sitting in your banks, we are now willing to apply secondary sanctions, which is a very stern measure." "The Iranians should know that this is going to be the FINANCIAL equivalent of what we saw in the KINETIC activities." Bessent is an economic ASSASSIN. 🇺🇸

Eric Daugherty

3,184,516 views • 4 months ago

🚨 SOMETHING EXTREMELY BAD IS COMING TOMORROW!! In less than 24 hours, SpaceX goes public at a $1.80 TRILLION valuation. And in 10 years of trading, I have NEVER seen markets change the rules like this. Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company. The entire system suddenly became much easier to access. Fidelity reportedly dropped its minimum requirement from $500,000 to just $2,000. A 99.6% reduction. Ask yourself one question. Why do they suddenly want millions of retail investors involved right before the biggest IPO in history? Because somebody needs buyers. SpaceX reportedly reserved around 30% of the deal for retail. Almost 3 times the normal amount. And even then, demand is overwhelming supply. Now connect the dots. Everyone wants SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. Everything. And that is exactly what we are seeing right now. But that is not even the biggest part. SpaceX joins the Nasdaq 100 just 15 days after listing. Not 3 months. 15 days. That means billions of dollars of passive money will be forced to buy. Funds know this. They are positioning before it happens. This is NOT a normal IPO. This is one of the largest liquidity events in market history. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:31

🚨 SOMETHING EXTREMELY BAD IS COMING TOMORROW!! In less than 24 hours, SpaceX goes public at a $1.80 TRILLION valuation. And in 10 years of trading, I have NEVER seen markets change the rules like this. Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company. The entire system suddenly became much easier to access. Fidelity reportedly dropped its minimum requirement from $500,000 to just $2,000. A 99.6% reduction. Ask yourself one question. Why do they suddenly want millions of retail investors involved right before the biggest IPO in history? Because somebody needs buyers. SpaceX reportedly reserved around 30% of the deal for retail. Almost 3 times the normal amount. And even then, demand is overwhelming supply. Now connect the dots. Everyone wants SpaceX. But money does NOT appear from nowhere. To buy $SPCX, people need cash. To get cash, they sell what they already own. → Stocks. → Crypto. → AI names. → High beta tech. Everything. And that is exactly what we are seeing right now. But that is not even the biggest part. SpaceX joins the Nasdaq 100 just 15 days after listing. Not 3 months. 15 days. That means billions of dollars of passive money will be forced to buy. Funds know this. They are positioning before it happens. This is NOT a normal IPO. This is one of the largest liquidity events in market history. We have seen this movie before. → 2000 Dotcom bubble. → 2021 SPAC mania. Massive hype. Massive demand. Then reality arrives. The question is simple. Are you buying the opportunity? Or are you becoming the exit liquidity? I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

229,049 views • 2 months ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 2 months ago

Chris Bryant today all but admitted why the government refuses to accept legislation that makes AI companies reveal their training data: They are going to offer creators transparency legislation *later*, in return for upending copyright law & letting AI companies train on people's life's work without permission. His justification for rejecting transparency legislation: "If we're going to get to that proper compromise solution [between creators and AI companies], it's going to require all the bits of the jigsaw to be put together into a comprehensive picture." That is: if creators want to know when AI companies are using their work, they're going to have to give up their rights. There is no other way of interpreting this comment I can think of. He is saying creators can't get transparency from AI companies without giving something up. And there is nothing to give up except their current rights under the law, which compel AI companies to ask their permission before using their work. Bryant & co. have given no other reason to reject transparency legislation. AI companies are breaking the law, and government refuses to hold them to account. IMO this is awful treatment of the creative sector by the government. Commercial generative AI training on copyrighted work without a license is illegal in the UK; creators cannot enforce their rights, because training happens behind closed doors; the government won't empower creators to enforce their rights without requiring them to give up other rights. Bookmark this. I hope I'm wrong, and that this is not the government's plan - but I see no other conclusion you can draw from Chris Bryant's words here.
0:30

Chris Bryant today all but admitted why the government refuses to accept legislation that makes AI companies reveal their training data: They are going to offer creators transparency legislation *later*, in return for upending copyright law & letting AI companies train on people's life's work without permission. His justification for rejecting transparency legislation: "If we're going to get to that proper compromise solution [between creators and AI companies], it's going to require all the bits of the jigsaw to be put together into a comprehensive picture." That is: if creators want to know when AI companies are using their work, they're going to have to give up their rights. There is no other way of interpreting this comment I can think of. He is saying creators can't get transparency from AI companies without giving something up. And there is nothing to give up except their current rights under the law, which compel AI companies to ask their permission before using their work. Bryant & co. have given no other reason to reject transparency legislation. AI companies are breaking the law, and government refuses to hold them to account. IMO this is awful treatment of the creative sector by the government. Commercial generative AI training on copyrighted work without a license is illegal in the UK; creators cannot enforce their rights, because training happens behind closed doors; the government won't empower creators to enforce their rights without requiring them to give up other rights. Bookmark this. I hope I'm wrong, and that this is not the government's plan - but I see no other conclusion you can draw from Chris Bryant's words here.

Ed Newton-Rex

24,097 views • 1 year ago

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?
1:12

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?

Ricardo

424,140 views • 3 months ago