JP MORGAN HAS RAISED IT’S TESLA PRICE TRAGET TO $475 FROM $145
THIS IS AFTER THE BANK WAS CHOSEN BY ELON MUSK TO BE PART OF THE SPACX AND EARN 100’S OF MILLIONS IN FEES
I HOPE PEOPLE CAN SEE THRU THIS BS
$TSLA
Morgan Stanley analysts just said they expect SpaceX $SPCX to reach
Annual revenue of $3.4 Trillion by 2040 with adjusted EBITDA of more than $2.7T
*Morgan Stanley is one of the banks leading the SpaceX IPO*
It’s okay everyone has the right to their own opinion, and honestly, I don’t really mind.
At the end of the day, our customer is most certainly the next AWS. They are miles ahead of the competition.
That being said, I’m also convinced the market opportunity is so massive that, there is room for everyone to succeed.
The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about.
Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024.
His fund returned 47% after fees in the first half of 2025.
His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in.
In his most recent 13F he kept adding to one specific name quarter after quarter.
Hut 8.
He increased his position by 43% in Q4 2025 alone.
This is one of his most asymmetric setups right now.
Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country.
A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop.
A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant.
Combined base term contracts: $16.8 billion.
If all renewal options are exercised: over $42 billion.
The entire market cap of Hut 8 today is a fraction of that.
The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate.
That’s rare optionality on the side.
When he discloses his new trades, we will share them here.
Turn on notifications so you don’t miss our alert, this is VERY important.
If you don’t follow us, you might regret it.
To make 10% on $10,000 is $1,000.
People will say it’s not worth it.
To make 10% on $100,000 is $10,000.
People will ask you how you did it.
To make 10% on $10 million is $1 million.
People will not believe it and go back to selling their life away for a salary.
PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.
Here are some of the names that Trump bought:
$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.
Today, we announced our Q1 2026 financial results. Here are the highlights:
- ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion.
- Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%.
- Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026.
We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven.
Read more in our press release: https://t.co/GJkNTg8RGG
Employees are so vain. They think that the performance review is about them - it’s not even about performance.
The performance review is for Human Resources (HR) and Legal for when they decide to terminate you.