Late Stage Capitalism

Physician. 30yr investor.

Sept 2026 Top 5: 1. $DGXX 2. $IREN 3. $APP 4. $CIFR 5. $EULIF

[Gordon Johnson @GordonJohnson19]

In 2020 he said he'd do 20M in 2030. 🧐

[Late Stage Capitalism @GlobalCollapse]

@lipko @briangobosox Actually quite the opposite. He's overpaying for speed

[Late Stage Capitalism @GlobalCollapse]

@TheFoolishPig @briangobosox At least until he gets Terafab up and running at volume chip production

[Late Stage Capitalism @GlobalCollapse]

@LinusEkenstam @JensenHuang @nvidia These are not replacing 1GW deployments, or even 100MW deployments. These are 1.4-1.6MW each they are meant for small sites only.

[Late Stage Capitalism @GlobalCollapse]

@HyperTechInvest I dunno, I'm usually anti Elon valuations but they are delivering 400MW+ of DC capacity a month at 40-50M/MW revenue, so adding 16-20B ARR each month. I could see them at 225B revenue in 2027 with 100B profit. At 20x multiple that is 2T but Elon co are never only 20x

[Late Stage Capitalism @GlobalCollapse]

@wallstengine Nobody believes his lies anymore

[Late Stage Capitalism @GlobalCollapse]

@Playerinthgame Basically 0 risk of this. GB300 rental prices are at record levels, demand is so far beyond supply that this isn't a legit concern

[Late Stage Capitalism @GlobalCollapse]

@Incite_corp I don't think anyone is claiming their 200-220k GPUs deployed each month is a lie, which is +16-20B/yr added each month at their reported rates

[Late Stage Capitalism @GlobalCollapse]

Realistically I can see $SPCX at 200-250B revenue in 2027 and with exit ARR of about 325B/yr.

[Late Stage Capitalism @GlobalCollapse]

@1CoastalJournal They made 4.4B last quarter and are adding 220k GPUs a month which adds 1.5B revenue per quarter at around 60% margins. I hate Elon and his companies are all overvalued but you're not being realistic either.

[Brad Freeman @StockMarketNerd]

200x earnings... for this. 🤷‍♂️

[Marlene Robertson🇨🇦 @marlene4719]

PM Mark Carney has confirmed he’s cutting ties with Musk and Starlink and heavily backing a $2.3 billion contract with Telesat Lightspeed.

Musk and his mood swings has shown us who he is and we believe him.

[Late Stage Capitalism @GlobalCollapse]

@bc8Sooners You realize each pod is only 1.3-1.6MW right? Makes zero sense to deploy this in a 1.4GW site.

These would make sense for 20-50mw sites

[jbulltard @jbulltard1]

$SPCX has to buy $TSLA which is why it's going up, like solar city elon has to mask these bad businesses inside bigger quality businesses. These Tesla numbers are flat out pathetic for a mature business, but for a growth darling, they're just embarrassing.

[Mindset for Money @Mindset4Money_X]

mfs pay a 200x p/e for this???

[@jason @Jason]

$8,000 a week building data centers 👀

Let’s keep this boom going America!

[jbulltard @jbulltard1]

impressive from $TSLA

- miss on revenue
- 2.6% operating margins
- energy, their big growth driver is -16%
- automotive revenue -3%

This is a car company who gaslights people into thinking it's an energy company and here we are with car sales down and energy sales down too.

[Marco Foster @MarcoFoster_]

Hillary Clinton: “The Republican Party is no longer a political party, it is a cult devoted to Trump and Trump’s power. The Republican Party needs a total transformation. If we’re gonna have a healthy government that actually gets things done and delivers for people, the Republican Party has to purge itself of everybody that lost both their conscience and their backbone over the last ten years and that’s most of them”

[Sam Badawi @Sam_Badawi]

$META JUST RAISED 2026 CAPEX GUIDANCE TO $135-145B

The new midpoint of $140B represents an additional $2.5B in expected spending.

[Jamieson O'Reilly @theonejvo]

In the last 24 hours alone, I've seen.

1. iPhone 11 through 16 are apparently vulnerable to remote attacks.

2. SSL certificates are broken until browsers remove eMudhra CA.

3. PHP RCE (php2shell)

One is a leaked remote unlock capability for the most common phones on the planet.

One is a broken link in the certificate authority system that underpins the entire encrypted web and another is a core language vulnerability that affects a huge fraction of the internet’s servers.

This is the pace now.

AI does not have to "take over" for the environment to become unmanageable by traditional human processes. It only has to make discovery, weaponisation, and automation faster than the average organisation’s inventory, patching, and monitoring cycle.

If your plan was still "wait and see how AI plays out in security," I hope you have loyal religiously loyal customers and a hell of an insurance policy.

Inventory what you run (especially PHP and anything that trusts public CAs), prepare to patch at the speed these things now appear, and start treating AI-assisted detection and response as table stakes rather than a future project.

The window for comfortable observation is closed.