The Kobeissi Letter for the week of June 8th has been published and may be viewed through the link below:
https://t.co/9c65UCffkW
The Chart of the Week for the week of June 8th has been published. View or sign up for FREE through the link below:
https://t.co/lFT7Stiwzt
Elon Musk is set to appear virtually at an invite-only ASML employee meeting to talk about Terafab 🚀
So what's Terafab? It's a joint SpaceX-Tesla project—announced back in March—to build top-of-the-line chips for robotics, AI, and space data centers. A $55 billion factory
Goldman Sachs and Morgan Stanley just dropped their SpaceX revenue forecasts
SpaceX ($SPCX) expected to hit $18.7B in 2025
Their projections show:
- 2028: ~$160B (both banks)
- 2030: Goldman $470B+, Morgan Stanley $330B
- 2040: Morgan Stanley sees $3.4 trillion
Spac
Peter Lynch ran Fidelity Magellan from '77 to '90, averaging 29% a year—one of the best records ever. But one phrase drives him nuts: 'play the market.' He says that's exactly why regular folks lose money. 'Buy good companies. Know what they do.' His example? People spend hours
Bitcoin dropping below $50K? 😬
According to Polymarket, the betting odds are leaning towards BTC dipping under $50,000 sometime in 2026. Interesting to see how this plays out.
A gentle, quiet reconnection with the natural environment quickly restores essential equilibrium in the face of a fast-paced and overwhelming contemporary existence.