@1000xpod / Former Portfolio Manager @ GoldenTree, BlockTower / Current Founder @RadhanRoad
Joined July 2015
- Tweets 10,922
- Following 1,106
- Followers 105,228
- Likes 22,473
845 Photos and videos
Jun 12
Shabbat Shalom
I hope everyone has a wonderful, and peaceful weekend!
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"Five years ago I was a fascist. Now I'm becoming a communist."
New episode w/ @AviFelman on how the wealthy are acting, and the biggest IPO in history with @SpaceX 🚀
We discuss:
• Why 94x revenue doesn't matter
• Why every other space stock crashed 30%
• How to trade $SPCX if it dumps to $135
• Why Hood will 10x and Hype won't
OUT NOW on @YouTube & @Spotify 👇
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Jun 12
If you think that Elon becoming a trillionaire is an argument for taxing the rich, you’ve been psyopped
There’s a massive class of extractors that sit on top of the builders. They should be taxed. Yes, including myself.
Leave the builders alone
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Jun 12
Why should we stop at 5%
If we up to 10, we can do so much more
Actually, if we just confiscate everything, we could literally have a utopia
If you disagree with me, you want people to die. You are a bad person. You are a fascist. Probably a Nazi.
Brad, a 5% tax on Elon's trillion net worth would literally pay for free college and trade school for every American.
And with the market's growth, he still would be worth over a trillion dollars!
You don't think that's worth it?
Community note
5% of $1.2T is $60b. 8m students in BA/BS programs on average pay over $20k/yr, or ~$160b/yr for BA/BS degrees only.
That tax could not cover even half of only US bachelor degree costs for just 1 year, excluding grad, ass., or trade degrees totaling another ~10m students.
nces.ed.gov/programs/coe/i…
bestcolleges.com/research/colle…
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Jun 12
Do people realize NVIDIA has a Price to Sales of 47x in March of 2023?
Compare to 94x for SpaceX
Now the P/S of NVIDIA is ~19x
If you invest in mega trend assets, they can (will) grow into their valuations. There is leniency in the markets now because of the AI run
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Jun 12
Talked about this on show today
x.com/AviFelman/status/20655…
Jun 12
LIVE talking about this, flame me in the chat if you disagree: x.com/i/broadcasts/1nxeLLjqL…
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Jun 12
I think that focusing on the SpaceX IPO as a market top isn't right. It's the first major company in it's vertical to go live, there was quite literally zero supply of high quality space assets.
On the other hand, OpenAI / Anthropic can and will cannibalize from AI bets which currently drive the market, introducing additional supply to a saturated market.
Those are more likely to be a liquidity suck.
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Jun 12
LIVE talking about this, flame me in the chat if you disagree: x.com/i/broadcasts/1nxeLLjqL…
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My first solo live -- not a streamer. Go easy on me.
x.com/i/broadcasts/1nxeLLjqL…
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Jun 12
These make no sense (comparing GDP which is yearly output to market cap -- total worth)
Still like them everytime
JUST IN: SpaceX is now worth more than Canada
Community note
SpaceX's market cap is about $2 trillion. Canada's GDP is about $2.5 trillion per year. The post compares the company's valuation to the country's annual economic output.
finance.yahoo.com/quote/SPAX.PVT/ worldometers.info/gdp/canada-gdp/
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🔴 Join @AviFelman LIVE @ 3pm ET today as he dives into the largest IPO in history with $SPCX
Is this the launchpad for the next megabubble, or the bell ringing at the top of the rally? 🚀
🔔 Hit the reminder and join us live: youtube.com/live/B7lNI9b-Mec
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Avi retweeted
Jun 12
****SpaceX IPO pumps
Thanks for playing
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Jun 12
Opening for $SPCX indicated at $1.77T
This is a massive wealth transfer from public markets to private markets.
If this keeps happening, you have to expect over time forward returns for the public markets will trend lower. We keep pulling forward returns into the private markets and concentrating capital.
Not socially sustainable— you have to be putting money elsewhere. Indexing won’t cut it anymore.
Trillion dollar IPOs are breaking the social contract underpinning public markets
IPOs were once an opportunity for the public to fund innovation, the game has been inverted
The rich plow money into private rounds while retail is offered up $1T valuations
This won’t end well
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Avi retweeted
Jun 11
It's not just energy inflation - we have a broad based re-acceleration
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Focus on what matters.
Not the distraction du jour
Mythos is not going to destroy the market but rate hikes could.
Mythos anxiety is concealing the true froth of the cycle: Google engineers using MacBooks as umbrellas.
Rates > Mythos anarchy — @jvb_xyz
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Trillion dollar IPOs are breaking the social contract underpinning public markets
IPOs were once an opportunity for the public to fund innovation, the game has been inverted
The rich plow money into private rounds while retail is offered up $1T valuations
This won’t end well
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New episode w/ @AviFelman & @jvb_xyz on the IPOs that could break the market 👀
Google IPO'd at $20B.
Facebook IPO'd at $100B.
Anthropic, OpenAI & SpaceX are IPOing at $1-1.5 TRILLION!
The social contract is broken.
We discuss:
• Self-Motivated Win the AI Era
• The $60T Wealth Transfer
• Scarce Assets are the New Trade
• CPI Hits a 3-year High
OUT NOW on @YouTube & @Spotify 👇
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Jun 6
Putting the Robotics TAM into perspective...
The total robotics market is less than $200b …. while a single crypto-asset $XRP is roughly $100b & pokemon trading cards are worth $50b.
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Jun 5
Andrew Kang's (@Rewkang) highest conviction bet is @Figure_robot.
In the recent pod he compared Figure's "taste" to Apple, arguing that the UX of Figure's product suite will be a fundamental differentiator.
It’s been crazy going down this robotics rabbit hole.
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