Ozan Musician

I’m an individual Investor, particulary interested in semiconducturs and technology.I am also interested in music,swimming and computer games

[TENET RESEARCH @tenet_research]

$NFLX - Netflix Isn’t Interested in Lionsgate Despite Takeover Speculation - TheWrap

[Rose Celine Investments 🌹 @realroseceline]

Stop the empire building, there is no need to acquire anything. Do what $AAPL has done for years, keep the balance sheet clean and aggressively buy back your own $NFLX stock. 🌹

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Well… that is super interesting!

[Heisenberg @Mr_Derivatives]

$NFLX almost filled that $78.04 gap today.

Roundtripping all those Feb-April gains. And nearing a multi yr low now.

At some point…

[squawksquare @squawksquare]

The same people buying $SPCX above $200 are the same people that were buying Bitcoin above $110,000.

$tsla

[Tello @Telloo55]

SpaceX ‘in şuan Piyasa değerine odaklanmayın, Float ( arz) çok düşük %4.

O yüzden bu hareketleri devam edebilir.

🟢 Neden:

• Küçük bir alım bile fiyatı ciddi şekilde yukarı taşıyabiliyor( float düşük.)
• Endeks fonlarının zorunlu alımları + toplum ilgisi birleşince yukarı yönlü momentum kolay oluşuyor.
• Değerleme ikinci planda kalıyor, arz-talep dengesi şuan ön planda.

• IPO’da sadece: 555 milyon hisse halka açıldı.
• Toplam hisse : 13 milyar civarı.
🔴 Geriye kalan %96’sı kilitli (lock-up).

Yatırımcıların kilitleri Ağustos başından itibaren kademeli açılıyor.

• İlk büyük açılım : Q2 kazançları sonrası (%20 + şartlı %10).

• 180 günlük kilit bitiş tarihi ise : Aralık 2026.
• Elon Musk’ın hisseleri ise Haziran 2027’ye kadar kilitli kalıyor.

🟢 Şu anki yüksek piyasa değerine rağmen gerçek likidite çok düşük. Bu yapı bozulana kadar yukarı yönlü baskı devam edebilir. Takip edilecek en kritik dönem Ağustos ve sonrası. Ytd tabiki

$SPCX

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX $SPCX traded 256 million shares yesterday.

The entire public float is 556 million.

So in one day, almost half of every tradable share changed hands. Bought and sold, over and over, in a few hours.

Here's why that number is absurd. SpaceX sold 555.6 million shares at $135 to raise $75 billion. That float is barely 4% of the company. Musk and insiders hold the other 96%, locked up and unable to sell.

Tiny supply. Enormous demand. Index funds that have to own it, retail that wants to, traders chasing the move.

The result is a $2 trillion company that trades like a penny stock. Up to $211 pre-market, swinging double-digit percentages between coffees.

This is what happens when you list 4% of the seventh-largest company in America and let the world fight over the scraps.

The price isn't telling you what SpaceX is worth.

It's telling you how few shares there are to buy.

[Heisenberg @Mr_Derivatives]

Given how $SPCX has performed these last few days, it is almost too obvious to buy Anthropic immediately when it IPO’s later this year.

Sometimes just don’t overthink it.

[Ozan Musician @auster720]

As they say: Stocks are ultimately priced according to mathematical valuations…Time will tell…

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Oguz Erkan @oguzerkan]

Bill Ackman: “The market is heavily distracted by momentum and a lot of high-quality names are ignored.”

S&P 500 is currently at 21x forward earnings while all these high-quality businesses are trading at lower forward earning multiples:

- $META, 18x
- $UBER, 19x
- $BKNG, 15x
- $MSFT, 20x

Even $NVDA is trading at 20x forward earnings.

All these are higher quality businesses than the index average, have higher expected growth going forward yet they are valued like sub-par businesses.

This won’t last forever. They will be sharply re-rated at some point.

[What's on Netflix @whatonnetflix]

Netflix will announce its earnings for Q2 on July 16th, 2026.

It should also be when we get the Netflix Engagement Report for H1 2026, covering the viewership for big titles like Bridgerton S4, The Night Agent S3, Apex, The Rip, Swapped, and more!

[Heisenberg @Mr_Derivatives]

$NFLX Hit $79’s last Friday.

Down 41% from ATH’s.

Be funny if @BillAckman came in and bought some and this time held it…

Or not funny, but he definitely should take a look at it again.

[tae kim @firstadopter]

Long live human ingenuity!

"human capital does not become less valuable as token capital grows. It only becomes more valuable!"

"I believe human agency will be the driver of token capital growth. Humans will set ambitious goals, connect dots across domains, build relationships, and recognize patterns that matter most."

"Without human direction, you have compute running in circles."

[Ceteris Paribus @onestoploss]

Bir söz vereyim.

Eğer SpaceX $100 görürse 250 adet hisse alacağım.

Daha önce aynısını Alibaba için söylemiştim ve şirket $60’lara kadar düşmüştü.

Belki manifestlemenin bir etkisi olur.

O zamana kadar da işim sadece PUT opsiyonlarıyla olur.

$BABA $SPCX

[Gary Black @garyblack00]

I never understood the logic of $TSLA bulls’ arguments that a $SPCX IPO would somehow benefit $TSLA shares. As I suggested a few days ago, $TSLA shares should fall near-term ceteris paribus as SPCX debuts since the cash to pay for the record $75 billion $SPCX IPO has to come from somewhere, and the most likely source would be long duration stocks like TSLA (YTD $TSLA -18% vs NDX +11%). When a hot new Mediterranean restaurant opens in Chicago and customers flock to it, it’s rarely good for neighboring restaurants.

The same bulls who said $SPCX going public would benefit $TSLA shares are now suggesting that SPCX will buy TSLA in a $3.5 trillion merger deal. Based on what logic? Other than sharing Elon Musk as the same CEO, the business models are starkly different with very different TAMs and risk/reward profiles.

[Ceteris Paribus @onestoploss]

Süper hikaye!

SpaceX’te saatlik 28 dolar ücretle kaynakçı olarak çalışan bu adam artık bir milyoner.

Meksika’dan gelen Juan Hernandez, SpaceX’te saatlik 28 dolar karşılığında roketlerin kaynak işlerinde çalışıyordu.

2015 yılında tam zamanlı çalışan kadrosuna geçtiğinde SpaceX ona 10.000 dolarlık hisse verdi.

Hernandez de 10 yıl boyunca her ay maaşından düzenli olarak ek hisse satın aldı. (Muhtemelen çalışanların stock compensation hakkı bu yada ek alım hakları bulunuyor.)

$SPCX hisseleri şu anda 170 dolardan işlem görüyor ve elindeki hisselerin değeri 1 milyon doların üzerine çıkmış durumda.

[Oguz Erkan @oguzerkan]

$SPCX:
$18 billion revenue, -$10 billion net income, valued at $2.2 trillion

$META:
$215 billion revenue, $70 billion net income, valued at $1.45 trillion

But yeah it all makes sense..

[Ceteris Paribus @onestoploss]

Adam Netflix'e öyle böyle inanmamış.

Vadesine 15 gün kalan kontrata $79k yatırmış.

İşlemi bir inceleyin.

Opsiyonlarda en riskli bulduğum işlem türü bu işte.

Evet, ben de $NFLX i cazip buluyorum hatta LEAPS için büyük fırsat görüyorum ama bu kadar da değil.

Bakalım.
Kahraman mı olacak?
Yoksa ibretlik vaka mı?

[AestheticGamer aka Dusk Golem @AestheticGamer1]

Bloober Team's original pitch demo to Konami back in 2018/2019 to work on a Silent Hill 2 Remake was literally this section, & honestly I completely get why they hired them based off that demo. The whole start of Brookhaven Hospital is kinda magical to me, as dorky as that sounds