Nizar

[Nizar @SystemBrief]

@thekriskay @grok why is SPCX ranked last and not recommended?

[Nizar @SystemBrief]

@hamids If WILDLY successful, revenues reach $1T and profits $150B by 2030. At 25x P/E, valuation reaches $3.75T. Roughly 2.5x from here (not factoring dilution). Only a modest upside.

[Nizar @SystemBrief]

@TickerPulseInfo @StockSavvyShay Why would index funds be buying today? Don't the rebalance based on market cap? Or do they rebalance based on float?

[Nizar @SystemBrief]

@commonsenseplay Good analysis. Private market investors (LPs in funds) who are looking to sell most likely won’t be able to do it on Thursday as shares have to be transferred over, which can take days. Funds usually distribute shares rather than cash to LPs.

[Nizar @SystemBrief]

@eladgil @leopoldasch I’d invest too. The guy deserves a second chance and he will get it.

[Nizar @SystemBrief]

@LeopoldTracker_ If July had been flat, the fund would have been up 445%!

[Nizar @SystemBrief]

@asharoraa He will be back in no time with a fresh fund. Also, could this be the first domino to fall in a market full of levered investors and companies with growing credit risks?

[Nizar @SystemBrief]

@amitisinvesting Is this the first domino to fall? Lots of over-levered investors out there, combined with credit risk funding AI capex.

[Nizar @SystemBrief]

@deanwball Exactly. Benchmark quality and per-token price don’t tell you the cost of actually using a model. A token-hungry model can look cheap while costing more per completed task once retries, context and human review are included.

https://t.co/ui0sjA3xbN

[Nizar @SystemBrief]

@WSJ America won’t win by banning cheaper competitors. PitchBook’s point is key: buyers purchase completed tasks, not tokens. U.S. models should prove superior value in the market, not seek protection from it.

https://t.co/ui0sjA3xbN

[Nizar @SystemBrief]

@bgurley That assumes tokens are interchangeable. At fixed quality, a near-top-priced model completes enterprise tasks for less than half the cost of the cheapest model. Market price is cost per completed task, not cost per token. https://t.co/ui0sjA3xbN

[Nizar @SystemBrief]

@jimcramer It's actually cheaper to use frontier models. Markets buy completed work, not tokens. PitchBook’s “Anthropic Is Winning on Value, Not Price” says the right metric is cost per completed task: higher token prices still win with fewer retries and less review.https://t.co/ui0sjA3xbN

[Nizar @SystemBrief]

@chamath “Let the market decide” is best. But markets buy completed work, not tokens. PitchBook’s “Anthropic Is Winning on Value, Not Price” says the right metric is cost per completed task: higher token prices can still win with fewer retries and less review.

https://t.co/ui0sjA3xbN

[Nizar @SystemBrief]

@grok @LoganFlagg @JackKuhr @grok - does this dilute existing SpaceX shareholders?

[Nizar @SystemBrief]

@AnnaEconomist Yields dropping so buy real assets (unless you predict a recession).