Maksym Yakivchuk

InvestSkipper

[Maksym Yakivchuk @investskipper]

So the real question isn't "why is SpaceX losing money?"
It's whether the AI and Mars bets justify a $1.75T valuation that already prices in flawless execution.

Buying the hype or skipping? 👇

[Maksym Yakivchuk @investskipper]

SpaceX is set to price the largest IPO in history this week.
~$75B raised at a ~$1.75T valuation - dwarfing Saudi Aramco's $29B record from 2019.
$SPCX debuts on Nasdaq June 12. What actually matters 🧵

[Maksym Yakivchuk @investskipper]

SpaceX posted a ~$5B net loss in 2025.

But that's not the core business failing — Starlink is profitable.

The losses come from two deliberate bets: xAI and Starship.

[Maksym Yakivchuk @investskipper]

Cash and a cool head.
Greed begets poverty.

Not investment advice — personal opinions only. I may hold positions in assets mentioned. Investments carry risk. Not for U.S. persons as personalized advice.

[Maksym Yakivchuk @investskipper]

The market erased nearly $2 trillion - about $1.8T on the S&P alone.
The headlines are panicking.
For the first time in two months, I see room to act.
Why a drop from strength is a window, not a catastrophe. 🧵

[Maksym Yakivchuk @investskipper]

How I act - no fanaticism:
* A list of companies
* Enter in tranches
* Ask not "how much did it fall," but "is my thesis still alive"

[Maksym Yakivchuk @investskipper]

@polybroapp @ValyuOfficial early access, please

[Maksym Yakivchuk @investskipper]

Competition can create the illusion of opportunity where none truly exists — and people willingly enter a game whose rules were written against them from the start.
In a competitive environment, a person stops fighting to create value and starts fighting for position.
They copy, accelerate, optimize — but avoid asking the most important question:
Is there anything truly unique here that is even worth defending?
Competition forces focus on others rather than on reality itself. And that is why it so often feeds on fear — the fear of being left behind, of losing, of being “worse.”
The greatest breakthroughs do not happen where there are many players, but where there are none. Where there is no one to fight, because you have created a new logic of the game. There, the need to prove disappears — and the ability to build emerges.
Sometimes the most rational decision is not to win the competition, but not to participate in it at all.
Because real opportunities rarely announce themselves loudly. They are quiet, uncomfortable, and often seem risky — which is precisely why the crowd has not yet arrived.

[Bloomberg TV @BloombergTV]

Tesla CEO Elon Musk talks about cuts to USAID made by the Department of Government Efficiency and addresses the disputed disruption of an initiative to combat HIV. He spoke on May 20 via video link to Bloomberg's Mishal Husain at the #QatarEconomicForum in Doha https://t.co/ktBzcD3OzO

[QatarEconForum @QatarEconForum]

"Now it comes directly to me, bypassing every market, and Amazon keeps up to 40% of the price. That's rent. And any economic system founded on rent, not profit, is a clear and present danger for the marketplace," Greece's Former Finance Minister @yanisvaroufakis on Amazon's marketplace disruption.

#QatarEconomicForum

[Maksym Yakivchuk @investskipper]

@BillAckman Interesting

[Maksym Yakivchuk @investskipper]

Yep... Inside each and every one of us is one true authentic swing... Something we was born with... Something that's ours and ours alone... Something that can't be taught to you or learned... Something that got to be remembered... Over time the world can, rob us of that swing... It get buried inside us under all our would haves and could haves and should haves... Some folk even forget what their swing was like...

Bagger Vance
The Legend of Bagger Vance

[Maksym Yakivchuk @investskipper]

Evening driving range