@Lewfitz69420@HedgeFundFomo valuation is based on expected profits from AI related activity. stock is priced for perfection and then some, and is completely detached from the financial fundamentals of the company which posted a $5b loss in 2025. Starlink is the only component of the corporation (1/?)
Happy birthday to Nathan Drain, better known online as @Lewfitz69420 the man who once commanded the 12th Man, but somehow never realized he had become the first man in mine.
had been our love.
Today, I can remain silent no longer. Happy birthday, Nathan. May your yells be loud, your boots be polished and your birthday be as unforgettable as the first time I saw you signal “Farmers Fight” and briefly forgot how to breathe.
Gig ’em, my forbidden king
a first-generation member of the Corps and a once-in-a-generation source of confusing feelings. You dedicated yourself to strengthening the Aggie family, building relationships with old and new Ags and serving something larger than yourself. I only wish that “something larger”
@Lewfitz69420@HedgeFundFomo that is profitable and that is likely to come under pressure and margins compress. Space Exploration and XAI have no near term path to profitably. Differs from other Mag 7s in that where they have massive cash piles from existing business models to fund their AI buildout (1/3)