CC LP

Generalist. Tweets are never investment advice nor represent views of anyone else, except CC LP

[CC LP @CCapLP]

"Datacenters in space are simpler in comparison to communication satellites" - @elonmusk at @jpmorgan

$SPCX $SATS

[CC LP @CCapLP]

$TSLA

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS

J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[CC LP @CCapLP]

@aaronburnett That will be $SATS

[CC LP @CCapLP]

@Slack_Capital @eXoZymes @MDBCapital Ok fine. It’s a $5-6 stock the on
Market comps $EXOZ

[*Walter Bloomberg @DeItaone]

TRUMP PREDICTS OIL PRICES WILL FALL "LIKE A ROCK" SOON.

[Elon Musk @elonmusk]

Problems in Paris

[Hedgeye @Hedgeye]

Rule changes for the SpaceX $SPCX IPO:

Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5.

This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations.

Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months.

Russell 1000 and Nasdaq 100 funds will absorb 24%.

The rules built to protect passive investors:

1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived.

2. Nasdaq cut its inclusion window from 90 trading days to 15.

3. FTSE Russell cut its to 5.

All three benchmarks are now structured to buy SpaceX at IPO pricing.

[Dan @dan_tmt]

$SATS plans to liquidate the rest of its spectrum over the next few years

[CC LP @CCapLP]

$FRVO per @axios

SCOOP: Newly public geothermal developer Fervo Energy is working to contain a blowout at its first commercial power plant in Utah, state officials confirmed to Axios Pro.

Newly public geothermal developer Fervo Energy experienced a blowout this week at its first commercial power plant in Utah, a state official confirmed to Axios Pro.

Why it matters: It's a potential setback for the project, which propelled Fervo's blockbuster IPO this month.

https://t.co/NimZSsMkl5

[First Squawk @FirstSquawk]

TRUMP: HORMUZ STRAIT TO REOPEN IMMEDIATELY FOR UNRESTRICTED SHIPPING

[CC LP @CCapLP]

$FRVO per @axios

SCOOP: Newly public geothermal developer Fervo Energy is working to contain a blowout at its first commercial power plant in Utah, state officials confirmed to Axios Pro.

Newly public geothermal developer Fervo Energy experienced a blowout this week at its first commercial power plant in Utah, a state official confirmed to Axios Pro.

Why it matters: It's a potential setback for the project, which propelled Fervo's blockbuster IPO this month.

https://t.co/NimZSsMkl5

[CC LP @CCapLP]

@Slack_Capital @eXoZymes @MDBCapital $EXOZ -- $10-15M raise, is not $6M .. and its highly dilutive "units" with 2-for-1 shares and 50% warrant coverage. This is ~18% dilution (incl warrants) which in typical VC would get you to a $30-33M post-money valuation or $3.30/share on a fully diluted share count

[CC LP @CCapLP]

@DjokovicFan_ @grok How is this decision made for who gets the day vs the night match?

[Exencial Research Partners @exencial_RP]

UBS on copper

We reiterate our market deficit estimate of 520,000 mt for 2026. Against this backdrop, we prefer to maintain a long position in copper and would look to add on price pullbacks.

[Jack Posobiec @JackPosobiec]

NEW: From what I’m hearing from both the US and Gulf sides, this deal is exactly what Trump has been asking for out of any deal. Main portion includes no nuclear weapon and the Strait of Hormuz will be opened during a 60-day negotiating period

[First Squawk @FirstSquawk]

TRUMP PREDICTS IRAN CONFLICT WILL SOON COME TO AN END.

[CC LP @CCapLP]

@OilandGibbs What % YoY supply growth do you anticipate? Pre spring shutdowns we were at +2.5-3.0%

[Barchart @Barchart]

Hedge Funds have increased their short exposure to the highest level in AT LEAST the last decade 🚨🚨

[LiveSquawk @LiveSquawk]

US Atlanta Fed GDPNow Q2: 4.3% (prev 4.0%)
https://t.co/NXnDMUIszm