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Remember the dot-com blow-off? 📉 The Nasdaq doubled in just nine months during that final run. But here’s the kicker: I think the AI revolution is going to be even more impactful—both for businesses and society. We could be looking at a market rally that makes the '90s look... show more

James Roppel

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17,589 Aufrufe • vor 3 Monaten •via X (Twitter)

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Could the S&P 500 be poised for a 40% rally? 🚀 The math is simple: • AI Implementation = Less need for human capital • Less Overhead = Massive margin expansion • Higher Margins = Skyrocketing corporate earnings & GDP The AI revolution is a fundamental reset for the global economy. #ArtificialIntelligence #Finance #MarketTrends #BullMarket #RoppelReport #IBDPartner MarketSurge

Could the S&P 500 be poised for a 40% rally? 🚀 The math is simple: • AI Implementation = Less need for human capital • Less Overhead = Massive margin expansion • Higher Margins = Skyrocketing corporate earnings & GDP The AI revolution is a fundamental reset for the global economy. #ArtificialIntelligence #Finance #MarketTrends #BullMarket #RoppelReport #IBDPartner MarketSurge

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AI is not a bubble, according to JPMorgan's chief market strategist for the Americas. But just like the dot-com boom and bust, the technology can be real even if asset prices overshoot.

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Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

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.tae kim believes the next six to nine months could be the biggest period of AI progress yet because of RSI. "The next six to nine months are going to be bigger than anyone believes... It'll be dramatically better for AI than the last two years in terms of advancements in capabilities." "RSI is a lot closer than people think... If RSI actually happens, and I think it sounds like both frontier labs think it's going to happen very soon, that's going to soak up an unbelievable amount of compute."

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TBPN

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Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

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Luca says the team is at least 18 months away from an IPO. "I don't think it's in a year's time. I think the soonest we could do it is in 18 months. I wanted to close this fiscal year and be on track for the revenue milestones that we want to hit." "I want to do $100 million in revenue, but the year started out a little shaky. We did 51 last year. So far, being candid, that doesn't look like I'm going to pull off some big quarter four things."

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