l/s equity, know thyself
Y'all Street
Joined May 2025
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This Jensen news is EXACTLY the type news that would come out right as the AI trade starts to unwind. It’s really over huh
@elonmusk is projecting $500B–$1T in ARR for $SPCX by 2027, while suddenly warning that data center financing is drying up and claiming SoftBank is defaulting on turbine orders.
Starting to think there's a few possible explanations here.
Either he's worried SpaceX won't hit its insane targets and wants everyone else to look worse, he realizes financing is now the biggest bottleneck and is trying to tank competitors' stocks to make raising capital even harder, or he's already secured the financing he needs and is pulling up the ladder behind him.
Who wants to bet that in the last hour before the close today everything pukes and we go negative? No way anyone is looking to hold anything into the weekend when these $MSFT $ORCL type headlines are dropping. Imagine what Monday would look like if we got a couple more headlines like that and an Iran war escalation.
Not sure what the premarket is getting so excited about, Opus 5.5 is one of the most incredible things I've ever seen and this is all it bought Anthropic over the last couple months. It's over
But but but the PEG ratio, you don't understand, this isn't possible, they are gonna buy back the whole float, I have visibility into next year, sold out through '29, 2x fwd earnings