Bet The Decade

The next decade is being built right now. We find the winners early: the money, the tech and the people behind it.

[Bet The Decade @BetTheDecade]

📅 Tomorrow's market calendar: Saturday, Nov 7 (all times ET)

🇨🇳 3:00 AM: China October FX reserves (prior 3.40T)
🗳️ All day: New Zealand general election
🚀 7:32 PM: SpaceX Falcon 9 USSF-432 — Saturday backup window (Vandenberg SLC-4E); primary Fri evening PT
🇺🇸 US stock markets closed

#Markets #SpaceX #Elections

[Bet The Decade @BetTheDecade]

@_TSDiaries $IBRX is great longterm stock.

[Bet The Decade @BetTheDecade]

📅 Tomorrow's market calendar: Sunday, Nov 8 (all times ET)

🇦🇺 5:30 PM: RBA Assist Gov Hunter speaks (UBS Australasia Conference)
🇨🇳 8:30 PM: China October CPI (est. 0.8% y/y, prior 0.9%) and PPI (est. 5.3% y/y, prior 5.0%)
🇺🇸 US stock markets closed

#Markets #China #Inflation

[Bet The Decade @BetTheDecade]

@Tape_Vector @InvestifyDaily Thanks.
I also made post and video about $IONQ form match perspective: https://t.co/d7rIzh9U3a

[Bet The Decade @BetTheDecade]

https://t.co/oDvvVTYfkm

[Bet The Decade @BetTheDecade]

@JungleReportFi $IONQ is amazing longterm bet.
I also made article and video about $IONQ form match perspective if you want to look: https://t.co/Z23tsaF8iH

[Bet The Decade @BetTheDecade]

https://t.co/oDvvVTYfkm

[Bet The Decade @BetTheDecade]

@L4gcy $TE is amazing longterm play.
I made article about $TE form match perspective : https://t.co/QnRFmoLNxm

[Bet The Decade @BetTheDecade]

https://t.co/ZvbbyHJnmB

[Bet The Decade @BetTheDecade]

@Cantal_Capital $TE is amazing longterm play.
Also, I made article about $TE if you want look: https://t.co/QnRFmoLfHO

[Bet The Decade @BetTheDecade]

https://t.co/ZvbbyHJnmB

[Bet The Decade @BetTheDecade]

Nature Methods: 130 tau proteoform groups, read one molecule at a time — Q3 revenue ~$234k, mostly a grant.
https://t.co/xBCq4SlABb

[Bet The Decade @BetTheDecade]

Nautilus can count single protein molecules and tell their versions apart (Nature Methods, Sep 4). Now $114.3M of cash, a runway into Q1 2028 and a mid-2027 launch must prove labs will buy. The science, the cash and the 1T math: $NAUT https://t.co/fXTj7jORJz

[Bet The Decade @BetTheDecade]

https://t.co/xnu5iuux17

[Bet The Decade @BetTheDecade]

Q3 mix is the tell: ~$63M of HPC lease inside $76.2M total — 102 MW online, 336 MW still building at Lake Mariner.
Full breakdown: https://t.co/4gpj558SeR

[Bet The Decade @BetTheDecade]

🚨 $WULF Q3: HPC LEASES NOW 83% OF REVENUE

Revenue $76.2M — HPC lease $63.0M, digital assets $13.2M.

Adj. EBITDA −$12.8M. GAAP NI ~$710M = mostly non-cash warrant FV (+$728M). Diluted EPS −$0.03.

Lake Mariner: 102 MW live + 336 MW building ($8–10M/MW guide held).
Justified: Anthropic ~401 MW / ~$19B 20-yr lease + Google credit backstop (Nov 4) + Fluor EPC.
Muskie power →1 GW. Cash+restricted ~$2.4B.

AI landlord print, not a miner story. We hold $WULF. NFA.

$WULF #AI #HPC #Earnings

[Bet The Decade @BetTheDecade]

America runs >32 GW of TOPCon module lines and ~1 GW of TOPCon cells to feed them.

T1 Energy owns the TOPCon patents, a 5 GW module plant and a 2.1 GW cell fab due Q1 2027. Market cap: ~$0.7B. Q3 on Nov 12.

Full article: https://t.co/g15XDQfEYA

$TE · Not financial advice.

[Bet The Decade @BetTheDecade]

https://t.co/ZvbbyHJnmB

[Bet The Decade @BetTheDecade]

SpaceX’s biggest opportunity may not be winning a larger share of today’s launch market.

It may be making things economical that nobody can afford to build today.

That’s why I think looking at Starship only as a bigger rocket misses the investment thesis.

If launch becomes cheaper and more frequent, companies can design different satellites. They can replace hardware sooner. They can test ideas that would never survive the economics of an expensive, infrequent ride to orbit.

More customers could justify more flights. More flights could spread development and infrastructure costs across more missions. Lower costs could attract the next group of customers.

But that cycle has to be earned. Recovering a vehicle is not the same as turning it around cheaply. Demand is not guaranteed just because capacity exists.

Here’s what would strengthen my conviction: the same hardware flying repeatedly, less work between flights, and customers building businesses around that availability.

I’m bullish on the possibility that SpaceX expands the market rather than merely dominates it.

Not because a huge valuation is inevitable. Because changing the economics of access to orbit could change what gets built there.

Not financial advice.

[Bet The Decade @BetTheDecade]

@DudeWhoInvests debt load is what decides which side of that binary $CRWV lands on. broke it down here https://t.co/nQkgr78dcj

[Bet The Decade @BetTheDecade]

CoreWeave customers have signed ~$104B of future business. On Nov 4 its 2031 bonds traded as low as 79.5 cents on the dollar. One side is mispricing the next five years. Q3 lands Nov 10. We broke down the backlog, the debt and the 1T math. $CRWV https://t.co/zP2Npj0m3k

[Bet The Decade @BetTheDecade]

@StockOptionCole that $SPCX / $GOOGL combo for 27-28 is the right frame. dug into the decade case here https://t.co/80Sv0AosyQ

[Bet The Decade @BetTheDecade]

UPDATE: Reuters reports CENTCOM is forming "Task Force Iron Gate" to curb Iran's flows via land borders and the Caspian. CENTCOM says the naval blockade has blocked $25B+ of Iranian oil exports.

Iran's navy claims a tanker hit a mine in Hormuz; not independently confirmed. NFA.

[Bet The Decade @BetTheDecade]

🛢️ OIL JUST LOST ~7% IN A DAY ON IRAN PEACE-TALK SIGNALS

Brent fell as much as 7.3% to $105.14 and WTI about 7% to $96.87 after Iran's president said the supreme leader had granted the government "certain authorities" for peace talks. A Qatar-mediated draft proposal is circulating. No deal is signed.

The cushion is thin: the world has drained nearly 1 billion barrels from inventories since Hormuz was disrupted, per ADNOC's CEO. That's roughly 10 days of global oil demand.

[Bet The Decade @BetTheDecade]

UPDATE: Brent just tagged $100 again.

Yahoo BZ=F printed a day high of $100.00 around 03:35 Warsaw. Last sits near $99.63, about +5.3% from Wednesday's $94.62 close.

This is a touch, not a sustained hold. Press still frames Brent as "nearing $100." Middle East supply concerns are the floor under a sharp weekly-drop headline.

AI angle: $100 Brent is the power-bill / inflation input we flagged after Wednesday's dump.

[Bet The Decade @BetTheDecade]

Source: "Elon Musk STUNS In New Interview With Predictions & Opens Up (With Timestamps)", Matt Pocius on Tesla Stock & Money, Nov 6, 2026 (Ron Baron / 33rd Annual Baron Investment Conference). Clip from 33:28: https://t.co/2WFibd3vow

[Bet The Decade @BetTheDecade]

ELON MUSK ON STARMIND — AI COMPUTE IN SPACE

First StarMind computers, co-designed with Nvidia: start launching ~Q3 2027, significant volume in '28, very large volume in '29.

His reason: you can't hit terawatt/year of AI on the ground — or even ~200 GW/year — because there isn't enough power. If compute follows power, the next racks leave Earth.

[Bet The Decade @BetTheDecade]

@RatCatDoge @jbm_1992 that specific tau proteoform is exactly why the platform matters. wrote it up here https://t.co/fXTj7jORJz

[Bet The Decade @BetTheDecade]

https://t.co/xnu5iuux17

[Bet The Decade @BetTheDecade]

@AlmaCap114204 launch cadence really is the underrated unlock. my full $ASTS writeup is here https://t.co/GKHz1gzWiK

[Bet The Decade @BetTheDecade]

@donaldjdean the MSFT rented-capacity unwind is noise vs Childress already live. dug into the $IREN landlord angle here https://t.co/sz8hyTYpKj

[Bet The Decade @BetTheDecade]

@Steved24661 The risk is slightly higher, and the potential is significantly greater at present. I belive in @AST_SpaceMobile team.