“For I know the plans I have for you,” declares the LORD,
“plans to prosper you and not to harm you, plans to give you hope and a future.
- Jeremiah 29:11
SpaceX might be the most singular company I’ve covered.
They’ve created one of the largest, most defensible companies in the world.
They’ve vertically integrated one of the most complex processes on the planet (literal rocket science).
They’ve inspired a new generation of companies taking on “impossible missions” in the process.
On its recent $350B valuation, I think investors can believe three things:
Cash Burn
a VERY important metric
Represents how much in cash you are CONSUMING...
IE all of your cash flows...
without factoring in financing activities (debt / fundraises)
Did a quick writeup of all of @TheOneLanceB top opps of the year up until June with the rest being on his patreon
Just wrote a quick few sentences of the catalyst, how I viewed the daily/intraday and how I would've ideally played it from my perspective
https://t.co/2OmyxNK0pb
Knowledge from our discord members: " if you want a narrative i can ask ChatGPT but if you trade price and time, Positioning + Tape is all you need (narrative is good to know so you know what you are looking for but it is not a reason to do things)"