Nandi G

Tweet on tech sports stocks travel fun. M&A+Board HeadGym Ex: FundGenesis.Ogury.Amobee (Singtel).Bango(LSE).Founder SurfKit (Harman).Calatrava.🇬🇧🇨🇦🇬🇾🇮🇳

[Nandi G @NandiGur]

@TradingWarz Me

[Nandi G @NandiGur]

No rest for the wicked!

[Manpreet Kailon @preetkailon]

Game changer for every options trader. 🚨

Starting July 13, you can trade options before the market opens.

SEC just approved extended hours for $NVDA $TSLA $AAPL $META $MSFT $AMZN $GOOG $PLTR $AMD and more.

7:30 AM → 4:15 PM ET.

Earnings drop at 4PM. Now you can trade the options reaction same day.

[Nandi G @NandiGur]

@HulkCapital Peptides

[Nandi G @NandiGur]

Seriously @WSJ? An oddball? That’s demeaning! Nothing odd about his respect of everyone, talent and resilience…

[The Wall Street Journal @WSJ]

Aaron Rai defies his sport’s orthodoxy. But his unusual approach to golf helped him win the PGA Championship. https://t.co/gxVv2OA9mo

[Nandi G @NandiGur]

@jarretv SIMO down as well?

[Nandi G @NandiGur]

The onslaught is relentless and witty!

[Michelle Dewberry @MichelleDewbs]

Credit where it’s due…

@KemiBadenoch slayed today…🔥 💅

[Nandi G @NandiGur]

@iancowie Due credit to this fella @private_punter as well!

[Nandi G @NandiGur]

@laurenbrammeier @RealJGBanks $BE not in there?

[Nandi G @NandiGur]

Is C&H the mother of all patterns? Thanks for sharing as always @RedDogT3

[Scott Redler @RedDogT3]

U can learn a ton from this video
William O’Neil Breaks it’s down

The Cup and Handle Pattern is one of the most reliable patterns in the markets.
It can uncover 5x 6x 7x 8x winners

[Nandi G @NandiGur]

@RedDogT3 Great post, thanks for sharing. Is C&H the mother of all patterns?

[Nandi G @NandiGur]

Incredible. Shooting for the stars and a Sci-fi deal...

[George Noble @gnoble79]

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.

SpaceX just disclosed Musk's new compensation package:

He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.

Let me put the 100 terawatts in perspective:

The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.

This is a science fiction screenplay that somehow landed in front of the SEC.

But here's why it actually matters for your portfolio...

The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.

SpaceX is claiming a market roughly 240x BIGGER.

Now let's talk about what is actually being sold here:

Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.

xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.

Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.

The IPO is being marketed at $1.75 TRILLION.

The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.

Then layer on what we just learned last week...

The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.

This is the same playbook he's run for two decades.

Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.

The IPO is structured to keep that game going FOREVER.

The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.

Here is the part that finishes the case for me:

Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.

This raise is not funding the future. It's just plugging existing holes that retail investors will now own.

In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.

I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.

I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.

Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.

The Tesla mispricing is being repeated on a far larger scale.

And this time the bag is being handed directly to retail.

Don't be the one holding it.

[Nandi G @NandiGur]

Bravo Italy and Meloni!

[InfoGram @_InfoGram_]

BREAKING🚨: This is Massive from Italy.🔥

🇮🇹 Italy under Meloni REJECTS proposal from Trump’s envoy to replace Iran with Italy at the World Cup

Italy called this idea as 'VERY SHAMEFUL'

🇮🇹 ITALY under MELONI politely saying "Get lost TRUMP"

[InfoGram @_InfoGram_]

BREAKING🚨: This is Massive from Italy.🔥

🇮🇹 Italy under Meloni REJECTS proposal from Trump’s envoy to replace Iran with Italy at the World Cup

Italy called this idea as 'VERY SHAMEFUL'

🇮🇹 ITALY under MELONI politely saying "Get lost TRUMP"

[Nandi G @NandiGur]

@anandragn Selfies then? 😅

[Nandi G @NandiGur]

@JonahLupton @NBA That was like 6 steps with ball in one hand...

[Nandi G @NandiGur]

@Mr_Derivatives @ripster47 Thoughts and prayers...

[Nandi G @NandiGur]

@ripster47 Can't wait to use it!

[Cameron Jourdan @Cam_Jourdan]

Gary Player was asked what advice he would give to Tiger Woods:

"Do I blame him for taking medicine? Hell, no. He has sleep deprivation. Do I blame him for taking something to help him sleep? No. But I don't think he should drive a car. When you're taking that medicine, it's dangerous when you're driving a car, same as it's dangerous when you look at your cell phone in the car. There's 6,000 accidents a day in motor cars.

"So I think all he's got to do is just not drive a car and get a chauffeur. My reflexes, I think, are as good as when I was 20, but I don't drive anymore. I get a chauffeur. I think that's the answer to it."

[Nandi G @NandiGur]

Respectful always.

[Channel 4 News @Channel4News]

Japanese football fans have been praised online after staying behind to clean up Wembley Stadium following their team’s 1–0 victory over England.

After the historic win, Japanese supporters remained in the stands to tidy the stadium before leaving.

[Nandi G @NandiGur]

@anandragn 😂