Gilbert

TSLA investor. Macro fixated. Political moderate. Personal growth enthusiast. UFC fan.

[Sawyer Merritt @SawyerMerritt]

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500.

Their reasoning:
"S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market.

No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family."

This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027.

The requirements that will now remain in place are:
• No changes to S&P 500 eligibility rules for mega-cap companies.
• Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion.
• S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters.
• S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float").

The S&P rejected proposals that would have:
• Reduced the IPO seasoning period from 12 months to 6 months
• Waived profitability requirements
• Waived minimum public float requirements

[Gilbert @Gilly4168]

@hubermanlab @AbudBakri If I could afford to do it right I would love to get in this stack.

[Gilbert @Gilly4168]

@pmarca @elonmusk The words sound good, but I don't think they're the full story.

The fear of a bad future can motivate change; As well as a hope for a good future. Defining both clearly in your mind can help you strive away from something bad and towards something good.

[Gilbert @Gilly4168]

@JoshKale @ChrisDMarshall Best guess how long it takes Blue Origin to recover? A year at least, id imagine.

[Gilbert @Gilly4168]

So far my hunger and calorie intake has increased, but my scale has stayed steady. My sprint duration at max intensity has steadily increased as well, but its worth noting it had been doing that for weeks prior to taking Motsc as well.

[Gilbert @Gilly4168]

I went to a clinic near me called nexgen health and I'm starting week two of motsc. (Cost me 1200$ for 125ml)

I've worked up to 2ml a day 5x a week and don't really feel a difference yet. Maybe a subtle feeling of normal energy levels later in the day than usual.

[Gilbert @Gilly4168]

I take the motsc fasted first thing in the morning with preworkout and hyperhydration, then spend an hour on the treadmill mostly walking, with a ramp up to an all out sprint, then coming down to complete recovery.

Then I break my fast with bananas and whey and then weightlift.

[Gilbert @Gilly4168]

@elonmusk @SciGuySpace Yes please. Im going to go out on a limb and say that would probably be really good to do.

[Gilbert @Gilly4168]

@elonmusk @XFreeze What would the jump from V3 to V4 starlink look like?

[Gilbert @Gilly4168]

Do the engine and booster troubles mean SpaceX won't attempt a catch next flight?

What are the chances they can perform a catch by flight 15 at least?

[Gilbert @Gilly4168]

@SpaceX @elonmusk Yess the explosion at the end was amazing 🍿🍿

[Gilbert @Gilly4168]

@megagoose11 This might be when issues with the engines really started.

[Gilbert @Gilly4168]

The sheer Sci-fi aura of this 🥹

[Gilbert @Gilly4168]

The heat shield is looking so much better on starship V3! The engine issues though 😭
How much more work to do does this reveal spaceX needs?

[SpaceX @SpaceX]

Liftoff of Starship!

[Gilbert @Gilly4168]

@SpaceX I'm all pins and needles!

[Gilbert @Gilly4168]

@bob84063825 @pepfessions How do you buy direct? Is there a company name I can Google?

[Gilbert @Gilly4168]

@JJeffrey100 @jasonsvoboda @pepfessions Wdym by directly to the source? Do you have examples? Are the sources easy to find?

I was just looking at soma chems.

[Gilbert @Gilly4168]

@diogper @thegarybrecka Yes, you put it better than me.

Putting things down just felt hard to do.

To fix my sleep I had to be mindful about starting anything too interesting too late in the day.

[Gilbert @Gilly4168]

@thegarybrecka I felt like night time was valuable me time.

I would feel a rush to consume information on whatever interest I had picked to pursue for the night, before I slept.

The mantra "you're more excited for tomorrow than you are to continue this tonight", helped change my behavior.