Didier Champion

#Tech, #Finance, and #Fitness. Military Veteran 🇺🇲| Tech Consultant Value Investor | @GoldmanSachs Alum| ( Long $F2 $UNH $AMZN $NVDA $NOW $BABA )

[Didier Champion @DidierBlessing]

@revgalerivs They are locked, loaded, and ready to go. Uplist F2.

[Didier Champion @DidierBlessing]

@cvpayne Any updates on F2? 😃😃

[Didier Champion @DidierBlessing]

@amitisinvesting @MikeLongTerm I will confirm once I see it. How many times has he announced this peace deal before?

[Yun-Ta Tsai @yunta_tsai]

I am grateful to work under the greatest entrepreneur of our lifetime.

If you had asked me 10 years ago if I would be given such a chance, I would have told you what kind of crack you were smoking.

There were many stories written by people who never worked for him. But we work for him not because he is powerful or rich, but because he is inspiring.

When immigrants like us, bringing nothing but a small suitcase to the US, can achieve something great, it is truly an American dream.

[Didier Champion @DidierBlessing]

@StopTheStealF2 Being following your posts this week and really appreciate your insights. Would be nice to celebrate the F2 milestone on America's Birthday! 250th anniversary...

[Didier Champion @DidierBlessing]

@StopTheStealF2 Locked, roaded and ready to go. 🤔🤔

[Billionaire Activistman Fan @StopTheStealF2]

May 29 @RobinhoodApp - 2 Fridays Later @jpmorgan Prime Broker custodial acct to DTC acct to prepare for an event @pulte signed to list @NYSE $FNMW $FMCC 🚀

[Ministry of Finance & Economic Planning @RwandaFinance]

📊 Did you know?

For every 100 Frw planned in Rwanda's FY2026/27 budget:

🔹 68 Frw will come from domestic revenues
🔹 25 Frw from external loans
🔹 7 Frw from external grants

This reflects Rwanda's continued efforts to strengthen self-reliance while leveraging strategic partnerships for development.

#RwandaBudget

[Tesla Owners Silicon Valley @teslaownersSV]

“It is certainly hard to believe that a little company (@SpaceX) that started in a warehouse in El Segundo is now going public with the largest IPO ever.”
@elonmusk

[Nasdaq @Nasdaq]

Mission: @SpaceX.
Objective: Make life multiplanetary.
Exchange: @NasdaqExchange.
Status: Initial Public Offering. $SPCX

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Didier Champion @DidierBlessing]

Testing the new chart feature.
Let's go $NOW.

[Nikita Bier @nikitabier]

We heard you guys like charts, so we made them bigger.

Introducing Big Charts

Embed them into your posts with Cashtags—and just tap on your chart to expand it before posting. Available on iOS and web.

$TSLA

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX is now valued at $1.75 trillion. Still private. Still pre-IPO.

For the same money, you could buy the entire publicly-traded aerospace industry. All of it.

GE Aerospace. RTX. Boeing. Airbus. Safran. Honeywell. Rolls-Royce. Lockheed Martin. TransDigm. Northrop Grumman. BAE Systems. Howmet.

Twelve of the most dominant aerospace and defense businesses on the planet. Summed market cap: $1.74 trillion.

SpaceX alone: $1.75 trillion.

One private company. No disclosed earnings. No public track record. No IPO base. And a tech-IPO history that says a 50%+ drawdown in year one is the norm, not the exception.

Versus twelve proven, cash-generating, oligopolistic machines. Decades of recurring aftermarket revenue. Real dividends. Moats so deep there hasn't been a new commercial engine entrant in 50 years.

I know which side of that trade I'm on.

SpaceX is a genuinely remarkable company. The reusable rockets are real. The launch dominance is real. But "remarkable company" and "good investment at $1.75 trillion before it has even priced its IPO" are completely different statements.

Meanwhile the boring side of aerospace keeps quietly compounding:

– GE Aerospace: the engine aftermarket annuity, decades of service revenue per engine
– Safran: #1 worldwide in narrowbody engines, landing gear, and interiors
– TransDigm: the proprietary-parts compounder run like a private equity machine
– HEICO: the family-run FAA-parts business, roughly 22% a year for 35 years
– And in three weeks, the Honeywell Aerospace spin-off lands: $17 billion in revenue, an installed base on virtually every commercial and defense platform on earth, finally trading as a pure-play

The market is offering a clean choice.

One spectacular story about the future. Or the entire proven present that already prints cash, at the same price.

The future is thrilling.

The present pays you to wait.

[tom @tgeissinger]

President Trump has literally been telling you to buy AI themed names…

These are the 5 layers of AI that you need to be invested in:

4. AI Models - $MSFT , $GOOGL , $META , $AMZN , $ORCL
5. Applications - $PLTR , $TSLA , $NOW , $SNOW , $CRM
1. Energy ~ $CEG , $VST , $OKLO , $EOSE , $GEV
2. Chips & Compute~ $NVDA , $AMD , $TSM , $MU , $ARM
3. Neo-Cloud ~ $NBIS , $IREN , $CRWV , $APLD , $CIFR

The AI themes expansion over the next 6 months will be life changing for many.

Don't miss out on...

If you’re an investor, feel free to like and follow.
I hope this information proves helpful to you.

[Didier Champion @DidierBlessing]

@plutos_eth Interesting insights. Thanks for sharing.

[Mohamed Adany @mohadany]

For SpaceX to 2X from the IPO price ($1.75T), it needs to grow revenue 10x (from $34bn to $300bn) in 5 yrs, with a 30% margin it reaches reach $90bn profit.. At a P/E of 40, the valuation becomes 40× $90B = $3.6T

It is possible, but in the short term, early private investors will sell, and index buying will not absorb all the supply, so stock price will drop..

I will buy SpaceX, but after it drops near $100

In the meantime, I prefer Meta. It can also 2X from $600, with $85bn of profit in 2026, growing 40% YoY, and with a lower risk.. (not investing advice)

[Didier Champion @DidierBlessing]

@WhiteHouse @HUDgov Please release the F2 ( $FNMA & $FMCC) from conservatorship and uplist to the NYSE.

[Didier Champion @DidierBlessing]

@femalepencil In the US, most phone plans are monthly instead of pay-as you go elsewhere in the world. Unlimited calls, text & messages, so that does defeat the purpose.

[Didier Champion @DidierBlessing]

$FNMA $FMCC 🚀🚀

[Cmdr Ron Luhmann @usnavycmdr]

@HorsemanCountry - https://t.co/kSGzieD8km