BlindSquirrelMacro

"Macro for Civilians". Searching for acorns in the market for over 30 years. Co-Host of Benny & The Squirrel on YT.

[BlindSquirrelMacro @SquirrelMacro]

@BenBrey and I just sat down to chat about the SpaceX IPO. Tune in! 👇
https://t.co/JDMnkTQNkU

[Programmer Humor @PR0GRAMMERHUM0R]

aiCompaniesRightNow

[BlindSquirrelMacro @SquirrelMacro]

23 years on, it's so over!!

[BlindSquirrelMacro @SquirrelMacro]

Another topic we covered yesterday after the $GOOG equity raise. The age of reverse de-equitization is upon us

https://t.co/Ktpd7ri5Sl

[BlindSquirrelMacro @SquirrelMacro]

no pre-roll #TheAgeOfReverseDeEquitizationIsUponUs

[BlindSquirrelMacro @SquirrelMacro]

To be fair, the idea of having a debate about price discovery was pretty pointless given the starting point

[Chart Wave Trading @ChartWaveTrade]

SpaceX IPO set for $135/share aiming to raise $75B at a $1.75T valuation.

Will be largest IPO in history and so much coverage on it. Between rule changes, float allocations, rolling unlocks for insider sales, the thousands of shares waiting to hit the public market, index inclusion…no one really knows exactly what is going to happen.

June 12th. $SPCX. 🍿

[Capital Misallocation @BenBrey]

The Squirrel over there in Hong Kong finding time to let the folks know how to find acorns.

[BlindSquirrelMacro @SquirrelMacro]

Joined CNBC Asia Squawk Box this morning- we chatted SpaceX and the surprise GOOG raise
https://t.co/IWoYu1sHAO

[MotherCabriniPreys @MotherCabriniNY]

I did not know there will be a 2X SpaceX ETF.

Now I do. Thank you SquirrelMacro.

I am tenting my cassock.

The Physics of SpaceX, by @SquirrelMacro https://t.co/9zSk7mIn4t

[BlindSquirrelMacro @SquirrelMacro]

Quack Quack 🦆 🦆🦆🦆🦆🦆

[The Space Investor 🚀 @SpaceInvestor_]

No minimum account size to invest in $SPCX IPO on Robinhood says CEO Vlad.

Given the demand, we expect many who do request an allocation may only see 1 share. Who remembers the hyped $FIG IPO last August?

[BlindSquirrelMacro @SquirrelMacro]

Bill Gurley did. Worked out ok.

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[BlindSquirrelMacro @SquirrelMacro]

Minus the pre-roll

[BlindSquirrelMacro @SquirrelMacro]

@BobertBedford The 🐿️ agrees! 💯

[BlindSquirrelMacro @SquirrelMacro]

@BeantownHQ @CNBC The Asia team have been with Team 🐿️ since I started and I get to be as much of a curmudgeon as I want!

[BlindSquirrelMacro @SquirrelMacro]

@capitaloptimism It’s as close as it gets to a SIECMD - a Systematically Important ECM Deal. As such brace for lead orders from $NVDA $AMD $AVGO $LMT plus who knows? Maybe @SecScottBessent for his new SWF (to tuck alongside 🇬🇱?)

[BlindSquirrelMacro @SquirrelMacro]

Joined CNBC Asia Squawk Box this morning- we chatted SpaceX and the surprise GOOG raise
https://t.co/IWoYu1sHAO

[Capital Misallocation @BenBrey]

Is it me or has Twitter gone back in time to 2021 and mutated where literally the entire timeline was crypto stuff then and is AI stuff now. Check out this! Check out that! “Have fun being poor”.

I guess all would say is that this whole thing seems like Magnetar 2.0 & the darling of 2020/2021 - crypto - literally has gone no bid. I mean the Crypto Captain Saylor is sad and getting ready to float away on his yacht.

Might be time to ring the register folks right here. Crypto has led markets for a long time… might be again.

[BlindSquirrelMacro @SquirrelMacro]

@capitaloptimism The problem is when that is everyone else’s strategy….

[Jesse Livermore @Jesse_Livermore]

Better sell the Spacex to help fund this build out, otherwise they're tacitly admitting that they think their own stock is more expensive.

[BlindSquirrelMacro @SquirrelMacro]

@tracyalloway @TheStalwart Damn! Missing you by a day!!