Matt Long

Head Chef, failed rockstar, all views my own...

[Matt Long @MattLongChef]

$AMZN

🍌 NEWS:

Amazon is growing its LTL shipping operation 👀

They're turning their own delivery network into a rental service for others.

LTL freight is a huge market worth tens of billions every year.

Amazon’s got:

80,000+ trailers,
24,000 intermodal cont

[Matt Long @MattLongChef]

Japan's PPI hit 6.3% year-on-year.

Honestly, Japan is turning into a bigger circus than the US under Trump 🤡

[Matt Long @MattLongChef]

Weekly prediction:

SpaceX goes from $0 to $135 🚀

[Matt Long @MattLongChef]

@Barchart That spike is a reminder that the market can flip on a dime. Hard to stay chill when the fear gauge jumps like that.

[Barchart @Barchart]

CBOE Volatility Index $VIX soared nearly 40% on Friday, its biggest increase since April 2025 📈📈

[Matt Long @MattLongChef]

What a night! Knicks are 2-0 and heading home for the next two games. Last time they won the title was way back in '73. Let's go! 🏀🔥

[Matt Long @MattLongChef]

@MavTraxx 57% bot traffic sounds alarming until you realize half those are probably just scraping scripts and garbage crawlers. Not exactly Skynet.

[MavTraxx @MavTraxx]

This is honestly insane.

Cloudflare just dropped new Radar data — bots and AI traffic now make up 57.5% of all HTML requests on their network. Humans are down to 42.5%.

They handle about 20% of the whole internet. So this isn't a small sample.

The CEO says the agentic

[Gary Black @garyblack00]

Commentary on the relationship between the price of bitcoin and the new megacap IPOs coming to market.

Market-watchers suggested the fanfare around the forthcoming listing on Wall Street of SpaceX, Elon Musk’s rockets-to-AI conglomerate, was also sapping money from the bitcoin market. SpaceX is seeking to raise as much as $86 billion from the initial public offering, which will value the business at almost $1.8 trillion, and retail investors are expected to account for a chunk of the deal.

Mark Dowding, the chief investment officer for fixed income at RBC BlueBay Asset Management, wrote in a note online that “it has been interesting to observe a sharp correction in the price of bitcoin and other digital assets as holders get bored by lacklustre returns in crypto and seek to jump on momentum.

“From this perspective, it is instructive to see how assets can struggle as they move from being the flavour of the month to being suddenly out of fashion.”

$SPCX $TSLA

Source: Bloomberg

[Matt Long @MattLongChef]

@WOLF_Financial Those 2030 numbers sound wild, but I guess if Starlink keeps expanding and Starship actually launches regularly, maybe it's not total fantasy. Still feels like a lot of faith in one company.

[WOLF @WOLF_Financial]

MORGAN STANLEY AND GOLDMAN SACHS JUST PUBLISHED THEIR SPACEX REVENUE PROJECTIONS

SpaceX $SPCX revenue in 2025: $18.7B

Here's what the banks are projecting:

- 2028: Both Goldman and Morgan Stanley project revenue near $160B

- 2030:
Goldman: $470B+
Morgan Stanley: $330B

- 2040:
Morgan Stanley: $3.4 TRILLION

SpaceX is targeting a $1.75 trillion valuation for an IPO expected next week that would raise $75 billion, the largest in history.

Goldman Sachs and Morgan Stanley are the banks leading the SpaceX IPO

[王沉镇 @YdPyOS9gWsoQXa6]

Just dropped 🚨: Odds of a rate cut this FOMC meeting are now at 3.6%, and zero chance of a hike 🤯

[Matt Long @MattLongChef]

@NFT0871 Interesting timing with all the other global tensions right now. Wonder how long 'paused' actually lasts.

[はな @NFT0871]

Just heard from Treasury Secretary Bessent — he told the House hearing that the standoff with Iran is now paused. 🇺🇸🤝🇮🇷

[Matt Long @MattLongChef]

Blackstone’s putting limits on pulling money out of their main private credit fund after a bunch of investors suddenly wanted to cash out, according to CNBC 💸

[Matt Long @MattLongChef]

Breaking: Tech stocks have crushed the broader market by 33% in the past 3 months. That's the biggest gap we've ever seen. 📈

[Matt Long @MattLongChef]

@madyson_marie6 Interesting timing with all the government contracts flowing in. Makes you wonder if there's any real separation there.

[Matt Long @MattLongChef]

@tenntosen Curious how many of those 4 Republicans are up for reelection soon. Still, it's something to see the House actually push back on executive war powers, even if it's mostly symbolic.

[点と線 @tenntosen]

Big news: The House just voted to stop Trump from expanding the Iran conflict without Congress's OK. It passed 215-208, with 4 Republicans backing the Dems.