@nikitabier@elonmusk Exactly. Great leaders need both vision and execution—someone who can shape the conversation while also fighting the daily battles behind the scenes.
@KobeissiLetter If earnings keep surprising to the upside, this could be the beginning of a much bigger earnings cycle rather than just a temporary boost.
The data is definitely worth watching. 👀
JUST IN: 🇺🇸 Rate-cut expectations are shifting sharply.
After the U.S. posted its 3rd-largest monthly job loss since 2020, markets are now pricing out expectations for a Fed rate hike next month.
📉 Weak jobs data
📉 Rising recession concerns
📈 Higher odds of a Fed pivot
The big question now: Could the Fed be forced to turn dovish sooner than expected? 👀
#MarketNews
JUST IN: 🇺🇸 Rate-cut expectations are shifting sharply.
After the U.S. posted its 3rd-largest monthly job loss since 2020, markets are now pricing out expectations for a Fed rate hike next month.
📉 Weak jobs data
📉 Rising recession concerns
📈 Higher odds of a Fed pivot
The big question now: Could the Fed be forced to turn dovish sooner than expected? 👀
#MarketNews
🚨 JUST IN: U.S. JOBS REPORT MISSES BADLY
The U.S. 🇺🇸 economy unexpectedly lost 23,000 jobs in July, versus expectations for +80,000.
Even worse, May and June were revised down by a combined 103,000 jobs. 📉
The unemployment rate held at 4.1%, but the headline is misleading — more than 260,000 people left the labor force.
Wage growth came in at 3.2% YoY, suggesting that real wage gains remain limited.
#US
#SPCX
$SPCX
Here are the 3 possible outcomes for SpaceX:
🟢 BULL CASE
Revenue beats $6.8B, Starlink exceeds $3.82B, and losses narrow significantly.
Options markets imply a potential +10% to +15% move, putting the shares around $126–$132.
That would bring the $135 IPO price back into focus.
🟡 BASE CASE
SpaceX meets expectations, but continues to spend aggressively on AI and Starship.
The stock could struggle to move higher, especially with roughly $104B in insider shares becoming eligible for sale two days later.
🔴 BEAR CASE
Revenue misses expectations, losses remain close to Q1 levels, or spending accelerates further.
A -10% to -15% decline could push the shares toward $97–$103, potentially setting new lows.
At the current price, SpaceX is valued at around $1.5T.
To reach a $3T valuation again, the stock would need to nearly DOUBLE from here.
📊 So, what’s your call?
Bullish 🚀
Neutral ⚖️
Bearish 📉
@elonmusk 👍
#SPCX
$SPCX
Here are the 3 possible outcomes for SpaceX:
🟢 BULL CASE
Revenue beats $6.8B, Starlink exceeds $3.82B, and losses narrow significantly.
Options markets imply a potential +10% to +15% move, putting the shares around $126–$132.
That would bring the $135 IPO price back into focus.
🟡 BASE CASE
SpaceX meets expectations, but continues to spend aggressively on AI and Starship.
The stock could struggle to move higher, especially with roughly $104B in insider shares becoming eligible for sale two days later.
🔴 BEAR CASE
Revenue misses expectations, losses remain close to Q1 levels, or spending accelerates further.
A -10% to -15% decline could push the shares toward $97–$103, potentially setting new lows.
At the current price, SpaceX is valued at around $1.5T.
To reach a $3T valuation again, the stock would need to nearly DOUBLE from here.
📊 So, what’s your call?
Bullish 🚀
Neutral ⚖️
Bearish 📉
President Trump just dropped this line when asked why he’s stepping in to help the Japanese Yen:
“Japan has been very good to us.”
“With the EXCEPTION of Pearl Harbor
#Trump#president