Simon

[Simon @simonfang83]

@lovelycake 最要命的是会进下一届世界杯？

[Simon @simonfang83]

@travisk @DavidSacks @elonmusk Comment section, any uber shareholders? Feel so sad for you guys to have such a ceo working for you.

[Simon @simonfang83]

@FirstSquawk It’s almost certainly false. Months in ai is a century. With that time they can hire and fire 10 groups of scientists and train 80 models. So not delayed by months. Nobody will tell you they will delay by months. Just delay.

[Simon @simonfang83]

@chat_SBC Sorry what trap?

[Simon @simonfang83]

The pricing terms is not the issue. The issue is timing. The same terms if issued a month ago would have given even less dilution. The only explanation why they have to do it now that I can think of is an equity capital call to fulfill RAST JV commitment by a deadline. Not new facility. Not additional launch capacity, neither fits the size of raise done.

[Simon @simonfang83]

@WuWei113 So good that you forgot to use proper English.

[Simon @simonfang83]

@unusual_whales Since when can they shoot satellites? Both sides now just feeding shit to media now and media takes them all. Nobody in the market gives a shit now. War over. Talk some other crap!

[Simon @simonfang83]

@MartinsBuc @staffy_tv @mancityhardcore @terryflewers @FabrizioRomano From Italy to EPL. So euro. Between epl teams gbp.

[Simon @simonfang83]

@zhongwen2005 还行，为了国家还亏得起！

[Simon @simonfang83]

Um the number of assumptions are too many to rely on the conclusion. Sorry bro. Basically all inputs are assumptions…just. too. Many. To have neutron fly is not a given. Neither is to have iridium sell communication services at scale. The most far fetched of all is to compare multiples with spacex which is shrinking its own multiples by the hour now.

[Simon @simonfang83]

@staffy_tv @mancityhardcore @terryflewers @FabrizioRomano The two examples you gave indeed were English player transfers for city. And two non English players for United. Sample size not big enough. His point valid.

[Simon @simonfang83]

@RyanDetrick @grok how much would the second chart look like excluding semiconductor and semi caps?

[Simon @simonfang83]

Launch cadence. You need significant pick up in pace for a significant rerating. De-risking events are fewer and fewer , which is a good thing meaning fewer risk. However stock price sensitivity is now also lower to such events. Year end 40+ BBs should have put the stock near 200 by now. Well, now we are stuck at 20-25. Take advantage of Lower price to accumulate then. And be patient.

[Simon @simonfang83]

@waitwhat He didn’t even know we are half way through 2026 only?

[Simon @simonfang83]

@AlternateJones Read the post’s logic. The opposite may not be true. His statement is always certainly true though.

[Simon @simonfang83]

@kevin__mak I took a look at the comment section. SpaceX is not a good comp. The first wave of sell side reports post ipo don’t carry integrity. Tsla and asts are my biggest positions. Zero spcx. Waiting for a half price entry.

[Simon @simonfang83]

@lilaoshizuikeai 钦佩中国速度？不应该钦佩这人傻逼程度吗

[Simon @simonfang83]

@PK_Fund I like this analogy. Asts actually is the first ever nuclear power plant.

[Simon @simonfang83]

@corey407woc He owned more than 1000 shares for Magellan Fund.