Daniel Starlight

[Daniel Starlight @danstarlight]

@orkunsoyak @QuantumDom We got a winner!!

[Daniel Starlight @danstarlight]

@13F_Pro @FirstSquawk Jcpoa was dead since trumps 1st term. And look how great it's going. Make America great or something

[Daniel Starlight @danstarlight]

Not exact numbers, but for the concept:

Tesla, let's say 20x revenue
Ownership, let's say 20%
Spacex, let's say 200x revenue
Ownership, let's say 40%

Gain multiplier for elons mark to market if assigned to spcx instead of tsla = (200/20) x (40/20) = 20

Plus ETFs have not piled into spcx yet. This wouldn't really move the needle in tsla, it's just priced based on fsd and Optimus hopes

[Daniel Starlight @danstarlight]

@dissectmarkets @wallstengine Because that's not how Elon maximises his paper worth

[Daniel Starlight @danstarlight]

@MrMikeInvesting You forgot THE most important one...

[Daniel Starlight @danstarlight]

@SpecialSitsNews More like piss

[Daniel Starlight @danstarlight]

@FmrRepMTG You and the people who voted for you lot are laughable

[Daniel Starlight @danstarlight]

@SpencerHakimian They accurately followed trump and shegseths plan

[Daniel Starlight @danstarlight]

@litocoen Everyone has already f'ed off man

[Daniel Starlight @danstarlight]

@eliant_capital @WaterworldCapi1 Hahah exactly, seems like a market where everyone is selling their INTC longs to buy INTC call options

[Edward Lawrence @EdwardLawrence]

Pondering life's mysteries... like why items being transported by a boat are called cargo.. while items transported by a car are called a shipment?

[Daniel Starlight @danstarlight]

Yes I assume the truth is somewhere in the middle. Valuations in most names are not great but ok considering the buildout. The pace and monotonic directionality of the last month is what makes the rally look flimsy. Initiating longs in most semiconductors here is chasing to put it lightly (NVDA looks cheap actually imho)

[Daniel Starlight @danstarlight]

@EricBalchunas @RampCapitalLLC Yes buy here everyone, amazing value for money!!!

[Daniel Starlight @danstarlight]

@KarelMercx 30 years definitely matters. But how exactly do you expect the fed to step in? It's basically contingent on the flows through the strait that everyone is looking at...

[AFP News Agency @AFP]

A large statue has appeared on a plinth in central London with Banksy's name scrawled on the base. After speculation, the street artist confirmed he was behind the new work.

[Daniel Starlight @danstarlight]

@sarobertsonca Misguided. Everyone has debt, balance shows the direction of ability to repay debt.

[Daniel Starlight @danstarlight]

@sakwiarz @EricBalchunas Spot on

[Daniel Starlight @danstarlight]

@a13ksajug0v1c @theepicmap Mate what are you talking about Plato was centuries before the Romans were a thing, go read a book

[Daniel Starlight @danstarlight]

@elonmusk So basically US under the trump admin

[Markets & Mayhem @Mayhem4Markets]

I'm dead. 🤣😂