Haider

Not that I agree with it, but important to discuss. Jefferies cut its @Tesla target to $375 from $400 this morning and kept a hold. Per Reuters, the firm says the case for merging Tesla and @SpaceX is unchanged, but the deal is probably harder to pull off now. I wonder why they’d think that? I still think the logic is there, the hard part is the path. And I still think it happens. If a merger does happen, what terms would you want to see as a $TSLA holder?

I said it once, and I’ll say it again: as a company pursues one thing, many other doors open, generating new, unforeseen revenue streams. The power of SpaceX is that, as it expands, it will unlock new business segments, sometimes even accidentally. Starlink software being well-suited to train SI is one such example. $SPCX will enter new industries entirely in the newest future, ones we can’t even imagine right now. For example: @grok list a bunch of things NASA accidentally discovered.

Anthropic set its IPO range at $70 to $78 a share this morning, raising up to about $64 billion at a value of up to about $1 trillion, per Reuters. It plans to list on Nasdaq as ANT, likely next week. That's below the $1.5 trillion talk from earlier, but still a huge test of AI demand. SpaceX has a compute deal with @AnthropicAI, so if you’re invested in $SPCX this is a good one to watch next week.

Starship 15 is set to launch at 5:45 PM EST, according to SpaceX.com, so just after work for us East Coasters 🙌🏼. Starship aims to orbit Earth 14 times and make a landing attempt 22 hours later, at approximately 3:45 PM EST on Saturday.

One of the largest beneficiaries of the $ANT IPO will be the big tech players. $AMZN and $GOOG are going to print money during the Anthropic IPO, which is now expected to be around $70-$75/share. Big companies keep getting bigger because they have the means to take risks and make sizable investments in emerging technology.

As Anthropic prepares to go public at $70-$75 a share, it’s important to note which companies are going to ride that wave with them and see some serious wealth creation in the process. @grok which companies are the top 5 holders of Anthropic shares currently and what percentage do they own?

SpaceX wants to make its own power for AI. Per @Reuters, a Starbase hearing notice puts a gas plant plus a "super-compute facility" at about $24B for the first phases, on 444 acres by the Port of Brownsville. Owning the power skips the wait for a grid hookup, the real AI bottleneck. It’s still a proposal as the city weighs a tax break December 9 and permits are pending.

I need to try this out sometime this week. If anyone has already played around with it, would love your thoughts. Google Gemini is pretty good at photo generation. I wonder if Fable 5.2 is better. AI subscriptions are getting expensive!

Nikkei reports Terafab has started ordering tools from Japanese equipment makers, some due within months. The long-term goal is 1 million wafers a month after 2032. Mass production by late 2028 is the target but I like seeing purchase orders going out making this one step closer to reality.

Imagine if Jensen’s F up gave $NVDA the ultimate opportunity to buy their own stock back dirt cheap before it goes into the $300’s. This is what I think will happen. People forget, Nvidia has a $235B stock buy back approved and remaining and the cash stockpile to act on this dip.

It sounds wild to even think about, but Barron's says @SpaceX buying AT&T, Verizon, or T-Mobile makes sense, citing a Barclays note today. Citi has said owning a carrier could cut @Starlink Mobile's time to market by up to four years. This is, of course, if they find a willing seller. I think that in the next few years, once SpaceX enters the field, we could see companies consolidate to survive, as seen in any industry disrupted by a dominant, usually new, player. $SPCX

Dam, AMD stock went up $100+ in 2 days? Good job by all that bought the $AMD dip last week. 👏🏼👏🏼👏🏼

The @bot team is incredible! This is why people love using this product! This is one of the reasons Elon has called this the fastest growing product he’s ever seen. Have fun yall!

According to @CNBC: “An options trader bet over $57 million that Nvidia stock will rally between now and February.” Who the heck puts on a $57M bet?! Somebody knows something on $NVDA

28 analysts covering $NVDA have a 💯 % BUY rating! The price target is nearly double where the stock is today. It’ll be interesting to see how the analyst will adjust their stance and price target this week and next week especially considering the Jensen Huang investigations. If Jensen successfully clears this, and doesn’t step down, and the company releases incredible results AND guidance, then we could see a reversal to $300+

Looks like SpaceX.com states 11/13 at 4:45 CT time as the launch date and time. Friday is going to be extra sweet this week.

As the world, not just the US, struggles with the rising demand for energy to power the AI revolution, @SpaceX and @nvidia aren’t just thinking out of the box, they’re thinking out of this world. Super Intelligence centers in spaces seems like Sci-Fi but SpaceX is known for doing the difficult and the impossible. This resolves not just energy needs but the complex act of getting land and building approvals and permits from dozens of local regulatory agencies.

The road to $1T in revenue for $SPCX becomes more and more clear every day. There are simply too many streams of revenue opening up for this company with many more in the not-so-distant future that will become clear. Currently, the rocket business is the 3rd highest revenue generating business segment but there could be a day when that’s the 10th highest segment. I wonder what other industries @SpaceX will disrupt (or invent) on the way to becoming the most valuable company on earth (and on the Moon and on Mars …).

Could it be possible that in the very near future we hear of a company that licenses FSD technology from @Tesla? Maybe $RIVN? And if so, what happens to the stock price of both companies? $TSLA

It seems like the expansion is happening faster and faster every day. This expansion of the @robotaxi network will accelerate much faster once the Cybertruck line converts to Cybercabs. Once these revenue numbers are reflected in the earnings report, it’ll be evident that @Tesla is undervalued at current prices, analyst will be forced to raise their targets, funds will be forced to raise their capital allocation and exposure to Tesla and the stock will be forced higher. Exciting times to be an investor in $TSLA.