Big John

多看少说 偶爾作作 基本中立 有時偏向 大是大非識福禍 小打小鬧圖個樂

[Big John @wongtsjohn]

Just dropped a new video 🎥

The Ultimate Business Model..
$SPOT $NFLX $DUOL

Check it out: https://t.co/TlF0nMvI3f

[Big John @wongtsjohn]

Today’s fake news sponsored by #NYTimes...

Tomorrow it’s back to the real source—#Axios or one of those other so-called ‘presstitutes’... 🤣🤣🤣

[Big John @wongtsjohn]

The job market has changed big time. These days, one job just isn't enough — you need two to get by.

[Big John @wongtsjohn]

@KobeissiLetter Guess we'll see how decisive it actually ends up being. Words are easy, actions are a different story.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The spokesman for the Iranian Parliament’s National Security Commission says Iran will “deliver a decisive and painful response” to the Israeli attack on Beirut today.

[Big John @wongtsjohn]

@WOLF_Financial Interesting how he left out Deal—wonder if that’s the part where reality hits or if SpaceX is just that bulletproof.

[WOLF @WOLF_Financial]

BILL ACKMAN JUST WALKED THROUGH HOW HE WOULD UNDERWRITE A SPACEX INVESTMENT USING THE FAMOUS HARVARD VENTURE FRAMEWORK

People, Opportunity, Context, Deal.

Three of the four were already settled in his mind:

People: "SpaceX is 1 of 1."

Opportunity: "1 of 1."

Context: "Incredible. I actually feel bad for Blue Origin."

His view on the business:

"SpaceX is a near monopoly in low-cost space launch. It's going to become increasingly important. Even Amazon is going to have to become a bigger customer because they're not in Blue Origin's timeline."

He added that time has become more valuable in the AI era. Delays cost real money.

The only open question for him is the deal. Valuations of $750B to $1T have been floated.

He also disclosed he is now in SpaceX. Ron Baron told him to invest, so he did.

[Big John @wongtsjohn]

@StockMKTNewz Overhyped.

[Evan @StockMKTNewz]

Describe your thoughts on the SpaceX IPO using just 1 word

[Big John @wongtsjohn]

Dollar General says their main shoppers are really feeling the pinch financially, so they're pulling back on everyday stuff like groceries and household items.

[Big John @wongtsjohn]

Traders are now betting the Fed will hike rates by January, not March like before.

[Big John @wongtsjohn]

@Edden_11223 Salad bowls are my go-to when I need a reset. Hope yours hit the spot.

[hi @Edden_11223]

Just wrapped it up! 🥗🥗🥗

https://t.co/jp9BxZ3e6S

[Big John @wongtsjohn]

@HarryLeung263 Every CEO hypes up partners when it benefits them. Worth watching what Marvell actually delivers before betting the house on it.

[Big John @wongtsjohn]

@Nioly_11 I'm always a bit cautious when the list gets this long. Feels like the market is trying to convince everyone it's easy.

[Nishio Kazushi @Nioly_11]

A bunch of stocks hit new 52-week highs today 🚀

$ASML $BB $C $CAT $AMG $CSCO $DOCN $FTNT $GS $GWW $HUM $IESC $JBHT $LSTR $MATX $MS $MSGS $NUE $ODFL $R $RY $STRL $STT $TWLO $URI

[Big John @wongtsjohn]

@DinoCheng Money moving out doesn't always mean doom—sometimes it's just rotating into other plays. Still, five straight weeks of outflows is a loud signal.

[DinoCheng @DinoCheng]

Chinese investors are pulling out of Hong Kong stocks like never before 🏃‍♂️💸

Last week, China-listed Hong Kong equity ETFs saw a record $3.7 billion in outflows—the biggest weekly drop ever. That's 5 weeks in a row of pulling money out, and 10 out of the last 12.

Fo

[Big John @wongtsjohn]

@unusual_whales Interesting shift, but retail getting a chunk doesn't always mean better returns. I'd wait to see the valuation before jumping in.

[Big John @wongtsjohn]

@RadkeSamua2952 Was thinking of jumping in a few months back, glad I held off for now. This dip might shake out the hype crowd.