Ballard’s Test

[Ballard’s Test @cavdad13]

@CJ0pp3l doesn’t that fact that pellerin hasn’t resigned or been immediately booted provide some signal $tvk.to. Interesting to me

[Ballard’s Test @cavdad13]

If $sive has such growth potential - why isn’t it being acquired? Putting this out in the universe

[Ballard’s Test @cavdad13]

@KevinLMak what happened to this?

[Ballard’s Test @cavdad13]

@Midnight_Captl @BenBajarin

[Negligible Capital @negligible_cap]

$NVDA expected to be a major beneficiary of the SpaceX IPO due to Terafab capex per Lynx:

“Net/net – Long NVDA: Capex arising from Terafab and xAI is likely to send semicap and AI semis names into an upward trajectory. In particular, we expect NVDA to be a major beneficiary of the valuation generated by the SPCX IPO. Of all the businesses under its umbrella, SPCX’s valuation is tied most closely with xAI. We think a smarter way to play SpaceX is to invest in NVDA, with its significantly lower multiple and business prospects considerably more tangible than that of SPCX. We have a $250PT for NVDA.”

[Ballard’s Test @cavdad13]

@Srasgon Dang boy you got the rich man disease

[Ballard’s Test @cavdad13]

@VD718 @SullyCNBC Why tax more? Just so government can waste more

[Ballard’s Test @cavdad13]

@EricBalchunas Fresh or frozen?

[Ballard’s Test @cavdad13]

@ptuomov @GestaltU They were snitched on by their own venture partners

[Ballard’s Test @cavdad13]

@orrdavid I remember this as a relatively new follower and all I gotta say is you may have a 6th sense

[Ballard’s Test @cavdad13]

They played there strongest card and looked what happened. We got to test out some new capabilities and will replenish our payloads. If we are really moving 20 some ships a night ( which makes sense based on oil price ) then we are more badass than I thought. Also when we look at the kill ratio. We took out 40 leaders compared to our 13 ish soldiers. Amazing. Build the pipeline and fuck the strait

[Ballard’s Test @cavdad13]

@cerebras @grok @grok

[Ballard’s Test @cavdad13]

@cerebras @grok What is the market cap of cerebras?