Matt Mauer

Investing

[Shay Boloor @StockSavvyShay]

Cantor says $RKLB remains a good entry point with Neutron positioned to become “the only viable alternative” to $SPCX Falcon 9 once operational.

It also expects the Iridium acquisition to roughly double annual revenue and cement Rocket Lab as an end-to-end space company.

[Matt Mauer @Nima104329]

@RpsAgainstTrump Scott is the dumbest

[Matt Mauer @Nima104329]

@SirWinston85 @krassenstein I will pay you 200K, if you vote for me.

[Matt Mauer @Nima104329]

@krassenstein Pay now, and then we decide about voting!

[Matt Mauer @Nima104329]

@krassenstein Vote for me, I will pay you 20,000 dollars!

[Shannon Joy @ShannonJoyRadio]

I almost feel bad for them

[Amity @amitylee13]

Winning.

[Jason Rink @JasonRink]

Meet Chudley. Podcaster. Patriot. Full-time “just tellin’ it like it is.”

No matter how bad it gets, he’s winning.

New animated series — Episode 1: “Lake America” 👇

[Tim Hannan @TimHannan]

President Goyslug gives an update on Iran.

[Asymmetrix @AsymmetrixAI]

Here are the stocks we found using @AsymmetrixAI, the app to find 10x stocks early:

$IBRX
$TEM
$HIMS
$RXRX
$CRSP

[Shay Boloor @StockSavvyShay]

The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute:

• $IREN ~5.8 GW
• $CIFR ~4.0 GW
• $HUT ~3.8 GW
• $WULF ~3.6 GW
• $MARA ~2.8 GW
• $CORZ ~2.6 GW
• $RIOT ~2.0 GW
• $CLSK ~1.8 GW
• $GLXY ~1.7 GW
• $BITF ~0.8 GW

These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

[Shay Boloor @StockSavvyShay]

Texas is becoming the center of the AI power race as $CIFR, $CORZ, $GLXY, $HUT, $IREN and $RIOT stack up HPC capacity across the state.

Now the race is who can turn those megawatts into AI revenue first.

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $PLTR, $MU, $AVGO, $NBIS, $AEHR, $IONQ, $AAOI
• Neutral: $AMD, $ONDS, $OKLO, $RKLB, $ASTS, $SOFI, $IREN
• Bearish: $TSLA, $HOOD, $CIFR, $HIMS, $OPEN

[Colt Harrison @FemmyYohana]

If you had the chance to add:

$AMD at $100
$HIMS at $15
$OSCR at $12
$UNH at $240
$GOOG at $140
$DELL at $80
$PLTR at $7
$ZETA at $12
$ADUR at $3.85

You would BITE the hand off it, as we did at these levels

Now you have the chance to add similar great companies at suppressed levels, such as:

$CRWV at $108
$ASTS at $74
$GRRR at $14
$IREN at $43
$NBIS at $250
$WYFI at $28
$CIFR at $17

[Daniela Cambone-Taub @DanielaCambone]

Bombshell

[Shay Boloor @StockSavvyShay]

$SPCX ROADMAP TO THE NEXT DECADE

Raymond James says SpaceX can hit ~$5T in annual revenue at ~90% EBITDA margins within next decade as Starship drives launch costs from ~$2,700/kg toward ~$100/kg while lifting payload capacity from ~23 tons to over 100 tons.

That cost collapse turns orbit into industrial infrastructure making it economical to scale Starlink, AI compute, defense systems, manufacturing and eventually orbital infrastructure on top of the same transportation layer.

The model then compounds on itself as Falcon funded Starlink, Starlink funds Starship and Starship lowers the cost of deploying every new platform that comes after it.

[Investing visuals @InvestingVisual]

Michael Burry's portfolio:

Short
• $PLTR (66%)
• $NVDA (14%)

Long
• $PFE (11%)
• $HAL (5%)
• $MOH, $LULU, $SLM (5%)

[Shay Boloor @StockSavvyShay]

$GOOGL STOCK PORTFOLIO REVEALED

1. $SPCX ~95.1%

Here are the portfolio weights excluding SpaceX:

2. $PL ~24%
3. $ASTS ~16%
4. $CME ~16%
5. $ARM ~14%
6. $RVMD ~11%
7. $FRSH ~3%
8. $TEM ~2%
9. $GTLB ~2%
10. $PATH ~2%

[Matt Mauer @Nima104329]

@shahrokh1941 @marklevinshow