Trusted Advisor to CEOs & Boardrooms for 18+ Years | Former Talent Acquisition Leader | Full-Time Trader Focused on Earnings, Risk, Macro & Market Opportunities
To be fair, Meta is an ad company in the same way Amazon is a bookstore and Nvidia is a gaming card company. π
Ads may pay the bills, but the company is also spending tens of billions on AI, data centers, open-source models, AR/VR, and the infrastructure powering platforms used by billions of people.
Sometimes the biggest revenue stream isnβt the whole story.
Calling Meta just an ad company is like calling Amazon a bookstore and Tesla a car company. π
The ads fund the machine.
The machine is building:
π₯½ AR/VR
π€ AI models
π¦ Llama
π§ AI infrastructure
π Social platforms used by billions
By that logic, SpaceX is just a transportation company because it moves things from Earth to space. π
@2000STOCKMASTER@DissentFu 52 years old.
No savings.
No retirement.
Have you tried launching a reusable rocket into space and then catching it with giant mechanical chopsticks?
Sometimes the solution to being a trillionaire is right in front of us. πππΏ
Trump says Iran peace deal to be signed Sunday
On Monday expect Expect:-
SPX +100 to +150 pts up WhatsApp
All Semis +10%~+20% up
Expect the day to be greener than Godβs green earth.
Mega Bullishβ¦.
My entire X feed has turned into a SpaceX documentary. ππ
Iβve been scrolling for 15 minutes straight and itβs:
$SPCX π
$SPCX π
$SPCX closing 20% up π
$SPCX Tuesday starting Optionsπ
$ASTS & $RKLB selloff due to $SPCX
Peter Theilβs $SPCX investment π
Ontario Pension Planβs $SPCX investment. π
SpaceX IPO π
Elon Musk π
SpaceX valuation π
SpaceX meme π
Elon First Trillionaire π
At this point Iβm starting to wonderβ¦
Did the rest of the business world take the day off, or did SpaceX just acquire the entire news cycle? π€πΏ
@smarter411
Hey Sam,
Just wanted to thank you for a wonderful week. I really enjoyed the discussions, the insights, and the time spent with the group.
Unfortunately, I wonβt be able to make it to California tomorrow. My son has his U-16 Tennis League match and heβll be representing our city. As a proud dad, I need to be courtside cheering him on. πΎπͺ
I was genuinely looking forward to meeting you, but family duties come first this time.
That said, next time for sure. And when that happens, the first 100 rounds of drinks are on me. π»π
Wishing you a fantastic event and safe travels. Looking forward to catching up soon.
Cheers,
@smarter411
Hey Sam,
Just wanted to thank you for a wonderful week. I really enjoyed the discussions, the insights, and the time spent with the group.
Unfortunately, I won't be able to make it to California tomorrow. My son has his U-16 Tennis League match and he'll be representing our city. As a proud dad, I need to be courtside cheering him on. πΎπͺ
I was genuinely looking forward to meeting you, but family duties come first this time.
That said, next time for sure. And when that happens, the first 100 rounds of drinks are on me. π»π
Wishing you a fantastic event and safe travels. Looking forward to catching up soon.
Cheers,
Ranjit
Nothing beats the combination of:
π Luck
πͺ Hard work
π Being in the right place at the right time
Miss one, and the journey gets harder.
Get all three, and people call it an "overnight success." π
$LAES plans to launch its first quantum security satellite on a $SPCX mission in Q4 2026.
The satellite is aimed at securing space-based communications against future quantum-era cyber threats.
$NBIS $RKLB $CRWV $ALAB
Nasdaq-100 inclusion is a powerful catalyst.
Passive funds have to buy.
Index trackers have to buy.
Benchmarks have to adjust.
Wouldnβt be surprised to see all four catch a strong bid today as institutional flows start doing their thing. ππ
The announcement is the news.
The forced buying is the trade. π