⭐BloxStocks

Videogame content creator and daytrader! Subscribe to my YouTube channel!

[Brivael Le Pogam @brivael]

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.

Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.

D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.

Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.

Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.

SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.

Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.

Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.

Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.

Achetez de l'optimisme. C'est encore sous-valorisé.

[Jaylene🐰 @playmatejaylene]

The first trillionaire in human history

- Elon Musk
- Born in South Africa
- Bullied relentlessly as a kid
- Immigrated to North America
- Arrived with a backpack and a dream
- Built Zip2 with his brother
- Sold it 4 years later for $300 million
- Co-founded PayPal with the profits
- Revolutionised digital payments
- Sold PayPal to eBay for $1.5 billion
- Bet everything on Tesla and SpaceX
- Got mocked for electric cars
- Got laughed at for reusable rockets
- Nearly went bankrupt in 2008
- Kept building anyway
- Turned Tesla into the world’s most valuable automaker
- Made EVs mainstream and transformed the automotive industry
- Made reusable rockets a reality
- Reduced the cost of reaching space by 95%
- Sparked the modern commercial space race
- Built Starlink and connected millions around the world to high-speed internet
- Turned SpaceX into the most valuable private company in history
- Bought Twitter for $44 billion
- The world said he overpaid
- He was called reckless, stupid & crazy
- Advertisers fled, media declared it dead
- Critics called it the worst acquisition in tech history
- Renamed it 𝕏
- Rebuilt the platform anyway
- Turned it into one of the most influential platforms on Earth
- Launched xAI and accelerated the global AI race
- Sent astronauts to space
- Is trying to get humans to mars
- Created millions of jobs
- Generated hundreds of billions in value
- Inspired an entire generation of builders

Before:
- Failed repeatedly
- Worked insane hours
- Slept in factories and offices
- Got bullied, laughed at and mocked
- Constantly told “it’s impossible”
- Kept building anyway
- Made it possible

Today:
- Richest person on Earth
- First trillionaire in human history
- Largest IPO in history $1.77 trillion

Most people quit when the world laughs at them.

Elon Musk built the future instead.

Love him or hate him…

Nobody has changed more industries in a single lifetime.

Payments. Cars. Energy. Space. Social Media. Communications. AI.

History won’t remember the people who said it couldn’t be done.

It will remember the people who did it anyway.

Congratulations Elon.
The first trillionaire. 🚀

[*Walter Bloomberg @DeItaone]

CNBC SAYS $SPCX TRADING STARTS IN FIVE MINUTES

[*Walter Bloomberg @DeItaone]

$SPCX - CBOE TO LAUNCH SPACEX OPTIONS AS EARLY AS TUESDAY

Cboe Global Markets expects to list options tied to SpaceX as soon as Tuesday, pending regulatory and clearing approvals. The contracts would allow traders to bet on or hedge SpaceX share price moves. Cboe says it anticipates strong demand, citing rising retail options activity, especially in high-profile tech names like Tesla. The exchange also expects future options listings for OpenAI and Anthropic after their IPOs.

[Trader Theory @tradertheory]

Demo account vs. live account

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[SpaceX @SpaceX]

Retail investors will be able to participate at the same prices as the big institutions. Expected SPCX price of $135 per share → https://t.co/eKBA0tzXbH

[TrendSpider @TrendSpider]

🚨 BREAKING: SpaceX $SPCX to IPO at $135 / share, with 555,555,555 shares available

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC

AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8

Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company

Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas

Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti

Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat

Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines

Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels

AVs & Robotics
$TSLA Tesla
$AMZN Amazon

Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy

Never miss the leading stocks again:
https://t.co/8sdF5htwKA

[⭐BloxStocks @BloxStocks]

Wow

[Crypto Tony @CryptoTony__]

The $NVDA CEO has been literally telling you what to buy…

In 2025 Jensen called out:
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%

Jensen is now calling for another 3 companies to pump in 2026:

$NOW at $90
$CRWV at $114
$IREN at $60

These names are most likely the next 10 - 20 x setups.

Don’t miss out… Bookmark this.

[*Walter Bloomberg @DeItaone]

PUTIN: I THINK THE UKRAINE CONFLICT IS COMING TO AN END

[Wall Street Apes @WallStreetApes]

Chipotle CEO Scott Boatwright says if you want more food in your bowl or burrito just ask, they’ll give you more for free

Bookmark this to show chipotle employees next time you go

“If you want more, you should ask for a little more. Promise you, there's never a team member on that line's gonna say no to you. We will continue to put heaping spoonfuls of food and bowls and burritos — want the consumer to tell you it's too big. We're about abundance. We're about value. Value equals benefit over a price.”

This comes after a massive social media backlash for drastically decreasing portion sizes and increasing prices

[Crypto Rover @cryptorover]

🩸 HUGE WARNING:

🇺🇸 Warren Buffett says that we have never had people in a more gambling mood than now

He warns that the US dollar could collapse and admitted he doesn't understand most of the stock market anymore.

$380,000,000,000 in cash is his answer because he believes things are about to get MUCH worse.

95yo man who has survived every crash, every war, every crisis of the last six decades just told you the market is a casino...

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[⭐BloxStocks @BloxStocks]

Damn, that sucks. This is what happens when Bat Dragon is overvalued to the max.

[TrendSpider @TrendSpider]

$RBLX GOOD GOD 🩸

[⭐BloxStocks @BloxStocks]

@onlyinamericatv @MrBeast I was the first like. Here’s proof

[⭐BloxStocks @BloxStocks]

@gurgavin Looks like a bunch of people got fleeced on his SNAP call.

Broski went hiding probably because someone threatened him after they lost everything? 🤷‍♂️🤔

Just thoughts. 💭

[⭐BloxStocks @BloxStocks]

@saylordocs Some people can’t follow simple directions and drive 30kmh. Some go 29 kmh, while others go 31kmh. I blame the slow pokes.

[⭐BloxStocks @BloxStocks]

@NoLimitGains Trump is and always has been a habitual liar. He’ll say whatever to get what he wants.

Can’t trust what he says. Only watch what he does.

[⭐BloxStocks @BloxStocks]

@MaxCrypto Guys… you don’t need to @grok to verify if a post is legitimate anymore.

There’s a grok button at the top right next to the three dots.

Click it.