American Wealth Group

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[American Wealth Group @AmericanWLGroup]

I would much rather be greedy when people are fearful and fearful when people are greedy

[THE DIVIDEND DOMINATOR @TheAlphaThought]

Nobody wants to admit it, but the best investing strategy is painfully boring.

Buy shares of great companies. Hold them through the noise. Keep adding money consistently.

Boring portfolios create life-changing results.

[Hodgetwins @hodgetwins]

wtf @elonmusk ?

[Jacob Shiflet @jacobfshiflet]

When GTA VI comes out James Fishback says that there will be a “24 hour long marathon” of playing GTA VI in the governors mansion when it releases.

The real question is will GTA VI drop when he is governor?

@j_fishback

[Andrew Tate @Cobratate]

GTA 6

[James Fishback @j_fishback]

$950 is better than selling your soul for $7K.

[Evan Kilgore 🇺🇸 @EvanAKilgore]

I like James Fishback.
I like Thomas Massie.
I like Tucker Carlson.
I like Megyn Kelly.
I like Nick Fuentes.
I like Marjorie Taylor Greene.

I don't care what Zionsts say.

[SHOLLY-PEE @Sholly_Pee1]

Me after saying goodnight to everyone

[Geiger Capital @Geiger_Capital]

*NASDAQ PREPARES TO EXTEND STOCK TRADING TO 23 HOURS ON WEEKDAYS

[Joe Rogan Podcast News @joeroganhq]

Check this out.

[Aakash Gupta @aakashgupta]

SpaceX is about to become the most important company on Earth. And maybe off it.

$30-40B raise. $1.5T valuation. Largest IPO in history. Those are the headlines.

Here’s what they’re actually telling you.

Musk just told investors that Starlink will generate $22-24B in 2026 revenue, up from $8B in 2024. That’s tripling in two years. At 100x forward revenue, the market is pricing Starlink like it’s the next AWS.

The comparison isn’t crazy.

AWS did $90B last year with 31% of cloud market share. Starlink has 8M subscribers and approximately zero real competition. Amazon Kuiper has 153 satellites. Starlink has 7,000+. OneWeb did $216M in 2024. Starlink did $8B. By the time Kuiper launches commercial service in late 2026, the race is already over.

But Starlink is the boring part of this story.

Musk said last month that “cost effectiveness of AI in space will be overwhelmingly better than AI on the ground” within 4-5 years. SpaceX plans to use IPO proceeds to build space-based AI data centers. Starship can deliver 100GW per year to high Earth orbit. For context, total US electricity consumption is 490GW. Average AI data center demand is projected to hit 123GW by 2035, up from 4GW today.

The math: Earth cannot build power plants fast enough. Gas turbine backlog is 7 years. Nuclear takes a decade. Meanwhile Musk is talking about solar-powered AI satellites with radiative cooling in orbit. Google’s Sundar Pichai called it a “moonshot” and said Project Suncatcher could launch prototype servers by 2027. His exact words: “only possible because of SpaceX’s massive advances in launch technology.”

ARK just published an open-source valuation model. Monte Carlo simulation, 17 variables, 1 million iterations. Base case: $2.5T by 2030. Bull case: $3.1T. That’s a 38% CAGR from December’s $350B round.

The model assumes:

- Full Starlink constellation (42,000 satellites) by 2035
- $300B annual revenue at maturity (15% of global communications spend)
- Mars development funded by Starlink cash flows

And here’s where it gets weird.

Musk announced 5 uncrewed Starship launches to Mars in 2026. He gives it 50-50 odds. If they land intact, crewed missions begin 2029-2031. By 2033, he’s targeting 500 launches per window. The goal: 1 million people on Mars, self-sustaining city in 20 years.

The timeline:

- 2026: 5 test flights (10t payload each)
- 2028-29: 20 launches, first humans
- 2030-31: 100 launches
- 2033: 500 launches

ARK’s model explicitly excludes Mars revenue because “projecting cash flows from extraterrestrial settlements can be speculative.” But they note Mars infrastructure could eventually enable asteroid mining.

Jensen Huang called space data centers “a dream.” Fair. Radiation shielding for Blackwell GPUs doesn’t exist. Deploying tens of thousands of square meters of thermal radiators is science fiction today.

But SpaceX has a history of turning science fiction into quarterly revenue.

At $1.5T, you’re paying for:

1. Starlink monopoly on LEO internet (priced in)
2. Space-based AI compute infrastructure (speculative)
3. Mars colonization (not priced, possibly unquantifiable)

Here’s the bear and bull cases.

Bear case

100x multiples assume flawless execution on subscriber growth, zero price compression from competition, and regulatory goodwill in 100+ countries. Musk’s timelines slip by years. Starship has had multiple test failures.

Bull case

SpaceX is the only company that can simultaneously solve the AI power crisis, provide global internet, and make humanity multiplanetary. The TAM is literally civilization.

I don’t know if SpaceX is worth $1.5T or $3T or $500B. Neither does anyone else. The honest answer is that traditional valuation frameworks break when you’re pricing optionality on space-based computing and interplanetary colonization.

But I know this… if you’re building a 20-year portfolio and you can only own one company, the argument for SpaceX has never been stronger.

[Micro2Macr0 @Micro2Macr0]

The IPOs are coming.

[TrendSpider @TrendSpider]

🚨 BREAKING:

SpaceX tells investors they're aiming for a late 2026 IPO.

Are you a buyer?

[Polymarket @Polymarket]

JUST IN: SpaceX preparing an IPO for next year.

[The Tech Investor @TheTechInvest]

🚨BREAKING: THE WHITE HOUSE TO PROPOSE A TWO-YEAR EXTENSION OF OBAMACARE SUBSIDIES

POLITICO

$OSCR +23% in pre market.

🔥🔥🔥🔥🔥

[Candace Owens @RealCandaceO]

🚨 URGENT
Two days ago I was contacted by a high-ranking employee of the French Government. After determining this person’s position and proximity to the French couple, I have deemed the information they gave me to be credible enough to share publicly in the event that something happens.
In short, this person claims that the Macrons have executed upon and paid for my assassination. Yes, you read that correctly. More specifically, that the green light was given to a small team in National Gendamarie Intervention Group. I am told there is one Israeli that is on this assasination squad and the plans were formalized.
Again, this person provided concrete proof that they are well placed within the French government apparatus.
Further to this point, this person claims that Charlie Kirk’s assassin trained with the French legion 13th brigade with multi-state involvement.
Journalist Xavier Poussard’s life is also at risk. This is deadly serious. The head of state of France apparently wants us both dead and has authorized professional units to carry this out.
I ask that every person RETWEET and share this.
I do not know who in the American government can be trusted, since this source claims our leaders are aware. But I have more specific information which is definitively verifiable, should they care to reach out to me.
To the brave official in France who did this because they were so moved by the evil of Charlie’s public execution to risk their own life— May God bless you. Truly.

Let all be revealed.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, founder Jensen Huang says “the whole world would've fallen apart” if Nvidia missed earnings expectations.