@rennyzucker There’s still a decent chance Bichette opts out if he finishes the szn >.250BA. Not sure how many years a 31yo depreciating asset with no legs fetches in FA
SPACEX HAS OFFICIALLY FILED FOR AN IPO.
SpaceX Revenue — $15B, targeting a $1.75T valuation
$META Revenue — $200B, currently at a $1.45T valuation
Are you buying the SpaceX IPO?
@pekwat What I don’t get is if epic fury was to destroy nuclear capabilities (again) and bounce without instilling a new regime. You’ve just brought instability to a region that collectively (ex Iran) was moving in the right direction and a further radicalized IRGC
@WaterworldCapi1 TPL - promotional , loose Bolt DC thesis
AXON - mngmt ATM machine, contrary to popular belief - hardware biz with flatlining end market
SEC Preparing Proposal to Eliminate Quarterly Reporting Requirement, Sources Say -- WSJ
Regulator could publish the proposal as soon as next month, which would then be subject to a public comment period of at least 30 days where the SEC will vote
AI was more fun when we were worried about the thousands of VC funded GPT wrappers popping up
Not frontier economies collapsing because tech bro fresh off his ayahausca trip decided to axe half his employment base