Guess which company has a very very rich friend at Nvidia who knows that Spacex is an insanely generational buying opportunity right now?
Answer: Spacex
Literally 500 billion liquid cash, ready to support the company if needed.
Now guess the capital of bears on $SPCX …
500$
🚨 Tesla will launch Cybercab on September 3
• Official Cybercab launch event set for September 3 in Austin
• Invitations are already being sent
• Purpose-built vehicle with two seats, no steering wheel, no pedals
• Will join the Robotaxi fleet that has already been running driverless Model Y rides for over a year
This is the shift from interim to purpose-built.
The Model Y proved unsupervised rides can work in public.
Cybercab removes the last human controls and is designed for high utilization from the start.
I see September 3 as the moment the vehicle stops being a prototype story and starts being a service.
The date is now on the calendar.
Elon Musk, Investing & the Power of Thinking Long-Term 🧠📈
1/ 🚀 Most people look at Elon Musk and focus on the companies.
Tesla ⚡
SpaceX 🚀
xAI 🤖
X 🐦
But the bigger lesson isn’t the companies.
It’s the way of thinking behind them. 🧠
2/ ⏳📈 The first investing lesson:
Think in decades, not days.
Markets reward patience, but impatience is often what creates the biggest mistakes. 🎯
A great investment thesis can look wrong for months—or even years—before the market catches up.
3/ 🌎💡 Elon repeatedly focuses on problems that are enormous.
Energy ⚡
Transportation 🚗
Space 🚀
Artificial intelligence 🤖
That’s an important investment principle:
Follow the size of the problem. 🎯
Massive problems can create massive markets when the right technology arrives.
4/ 🔍💰 Another lesson:
Don’t confuse popularity with opportunity.
The most crowded trade isn’t always the best trade. 📊
And the most unpopular idea isn’t automatically a bad one.
Ask:
What does the market understand—and what does it misunderstand? 🧠
5/ 📊🎯 Great investors don’t just ask:
“Will this stock go up?”
They ask:
“What has to be true for this investment to become dramatically more valuable?”
Then they look for evidence. 🔎
That changes everything.
6/ 🧘♂️📈 The biggest edge isn’t always information.
Sometimes it’s time horizon + discipline + emotional control.
If you can’t hold through volatility, even the best thesis can become a bad investment. ⚠️
Your strategy has to match your temperament.
7/ ⚙️🚀 And here’s the part people overlook:
Innovation creates second- and third-order opportunities. 💡
You don’t always need to own the company building the breakthrough.
Suppliers 🏭
Infrastructure 🏗️
Software 💻
Energy ⚡
Chips 🖥️
Manufacturing ⚙️
can all benefit from the same technological wave.
8/ 🧠🏆 Final thought:
Don’t try to predict every move.
Build a framework. 🧩
Study the technology. 🔬
Study the market. 📊
Study the economics. 💰
Study the people. 👥
Study the risks. ⚠️
Then let time and compounding do the heavy lifting. ⏳📈
📌 Bookmark this one.
The goal isn’t to find the next Elon.
It’s to learn how to recognize the next big opportunity before everyone agrees. 🚀💎
🚨 SPACEX IS FALLING - EXACTLY WHAT I NEED
319 million shares unlocked.
+12% to the float.
And this time $SPCX fell below IPO price
And this is the exact signal I was waiting for
While everyone's staring at the red candle, they're missing on what Elon just basically confirmed
The real fun begins in early 2030
Musk said it himself - the goal is 30+ Starship launches a DAY by 2030.
(that's ~10,000 a year.)
Right now SpaceX does basically 60x less launches / day
This might be a big promise, but let me tell you my opinion:
Every single word that leaves this mans mouth is backed up with acting.🤫
Jon Erlichman put out the 5-year growth estimates.
SpaceX projected at +2,090%.
next closest was Nvidia at +288%.
everyone else under 250%.
Musk's reply:
"I think both SpaceX and Tesla will exceed these estimates."
Analysts already have SpaceX outgrowing every mega-cap on earth by a mile.
But a man in charge says even THAT'S too conservative.
Imagine telling your grand children you saw SPCX IPO and bet against it...
No thanks, this thing will retire me
BOOOM 📰 Elon Musk gets his wish as Warren Buffett took an indirect stake in SpaceX 🔥
Based on public portfolio data released on August 20, Business Insider estimates that Warren Buffett’s Berkshire Hathaway holds a roughly 0.04% indirect stake in SpaceX.
Valued at over $700 million, the investment was made through a two-tiered, nested ownership structure.
This marks a rare financial crossover between two of the business world's biggest titans: the "Oracle of Omaha" and the real-life "Iron Man."
Musk has long viewed financial backing from Buffett as the ultimate stamp of approval. Over the years, he has repeatedly extended public olive branches on social media, urging the legendary investor to buy into his companies.
In 2023, Musk joked online, "Too bad he didn't invest in Tesla when it was 0.1% of today's value." He doubled down in 2024, bluntly stating, "He should take a position in Tesla. It's an obvious move."
Now, while Buffett still hasn't bought into Tesla, he has taken a completely different route to quietly become a "shadow shareholder" in SpaceX.
BILLIONAIRE RON BARON JUST SHARED HIS NEW STOCK POSITIONS:
$SPCX: +$24.91B (NEW)
$BXDC: +$164.8M (NEW)
$MRNA: +$139.3M (NEW)
$MTH: +$112.5M (NEW)
$CBRS: +$65.2M (NEW)
$FBIN: +$63.6M (NEW)
$SHAK: +$58.0M (NEW)
$DPC: +$50.9M (NEW)
$AADX: +$49.5M (NEW)
HE IS NOW HOLDING OVER 32.8% OF HIS PORTFOLIO IN SPACEX, WORTH $24.9 BILLION
WE SHOULD WATCH HIS POSITIONS NOW!!
Harvard reveals it owns $2.2 billion of SpaceX stock.
The seething commie professors can shake their fists at the sky all they want. Nothing can be done about it. SpaceX is a great investment and Harvard knows it.
Elon Musk says in 4-5 years, AI will be 99% of the value of @SpaceX.
"And the value of SpaceX will be some astronomical number."
Hold onto your $SPCX stock for as long as you can.
How can anybody possibly hate this guy?
His name is Elon Musk.
He saved free speech.
He created some many different great things.
He created the first major American car company in generations.
He created SpaceX, his rocket company is the only reason we can now send American astronauts into space.
And he jumped like a kid. 🤣