Jordan

Jordan | AI Supercycle Investor | Data Centers | Hyperscalers | Space | Robotics | Not Financial Advice

[Jordan @GainsOnPaper]

https://t.co/wbgInBYUR2

[Top Tech AI Stocks 🤖 🔥 📈 @TopTechStocksUS]

$NBIS adds Brian Green’s talent! Another Senior Director Strategic Alliances (ex-Snowflake)

Ask yourself why are all these heavy hitters coming home to Nebius? I guess they see $NBIS as the true AI Native Hyperscaler that could reshape industries & they want to be part of it.

[Jordan @GainsOnPaper]

@DeepValueBagger Interesting. Always greatly appreciate your insights. I have a similar plan in place to rotate a % of my portfolio into a ETF/s in the short to medium term (macro/market dependent). Wealth preservation becomes just as important as wealth creation as that number gets larger.

[Jordan @GainsOnPaper]

@LevinBurant Massively inflated, agreed

[Jordan @GainsOnPaper]

I’m sorry but $RKLB is NOT undervalued at a $40b market cap.

$ASTS is NOT undervalued at a $20b market cap.

The wind in the space theme sails has dissipated and will remain gone for some time.

IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone.

Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true.

Expect to see $RKLB in the 40s, $ASTS in the 30s.

$SPCX will be under a $1T market cap.

[Jordan @GainsOnPaper]

@hansworsttttt Long term I’m sure they are fine. I don’t think they are undervalued right now however.

Short to medium term 1 - 3 years, there are better places to make money. Which is the point of stock picking… compute demand has better short to medium term opportunities in my opinion

[Jordan @GainsOnPaper]

@LilyFunds @RocketLab Fair enough. I still think it’s a great company. I think people saying it’s currently undervalued is incorrect.

[Jordan @GainsOnPaper]

@MLambert303 Explain to me why in a few years $RKLB should be 10% of $SPCX?

Analysts project $RKLB to reach roughly $2.5 billion in revenue by 2030, while $SPCX forecasts average around $400 billion making SpaceX’s projected 2030 revenue about 160x larger, or nearly 16,000% higher.

[Jordan @GainsOnPaper]

@LilyFunds @RocketLab $RKLB was in the 40s about only 6 months ago. Its hasn’t been that long

[Jordan @GainsOnPaper]

@Ryan51396460 😂

[Jordan @GainsOnPaper]

Explain to me why in a few years $RKLB should be 10% of $SPCX? Or are some of you investors going off “vibes”?

Analysts project $RKLB to reach roughly $2.5 billion in revenue by 2030, while $SPCX forecasts average around $400 billion making SpaceX’s projected 2030 revenue about 160x larger, or nearly 16,000% higher.

[Jordan @GainsOnPaper]

I’m sorry but $RKLB is NOT undervalued at a $40b market cap.

$ASTS is NOT undervalued at a $20b market cap.

The wind in the space theme sails has dissipated and will remain gone for some time.

IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone.

Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true.

Expect to see $RKLB in the 40s, $ASTS in the 30s.

$SPCX will be under a $1T market cap.

[Jordan @GainsOnPaper]

@Ryan51396460 Seriously?! All I said was I think that these stocks are not undervalued at these prices

[Jordan @GainsOnPaper]

@mainstcap Are you still going?

[Jordan @GainsOnPaper]

@K0ba33 Agreed. I’m talking about now and short term. Not hating on these being great companies at all

[Jordan @GainsOnPaper]

@Busybissm Disagree on $NBIS. Just because something is second doesn’t mean it deserves to be closer. I like $RKLB but the fact is the second most active doesn’t mean it should be closer in value to $SPCX, which imo is also over priced and will come down a lot.

[Jordan @GainsOnPaper]

@QuinnHaze Fast gains inflated the ego, believed smarter than actually is plus greed

[Jordan @GainsOnPaper]

@Democritus_A I hope for you I am.

[Jordan @GainsOnPaper]

@Dcg321 I agree, both $SPCX and $RKLB will be fine. Both excellent companies. Excellent companies can also be overvalued for periods of time.

[Jordan @GainsOnPaper]

@mainstcap 😂 delusional.

[Jordan @GainsOnPaper]

@Dcg321 @mainstcap Yes it started as a spac under the ticker $VACQ

[Jordan @GainsOnPaper]

I’m not arguing about these being great companies. I was invested in $RKLB since the start. I don’t believe these valuations are cheap however. I agree neutron will be big, but at the cadence they are projecting it will be along time until it makes a huge difference, plus it needs to get on and off the pad. I think in the short to medium term there are better areas to make money in stocks and can come back to space at a later date.