Man of many 🎩s. Investor and Epistrophy Capital Research Chief Market Strategist. Host of @DrillDownPod. Ex- @Business & @CNBC.
Joined February 2011
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- Following 2,383
- Followers 54,513
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2,651 Photos and videos
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Jun 11
Can we say that Elon Musk has built one an extraordinary company. 🚀
And can we also say @SpaceX is not worth $1.75 trillion?
Here's what must go right for #SpaceX to ever be worth this #IPO price -- with the terrific @JulesHyman on @YahooFinance.
finance.yahoo.com/video/spac…
@SpaceX @elonmusk #SpaceEconomy
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Jun 12
But huge pile of shares come to market soon -- a faster unlock than your typical IPO. Our IPO report gets into this in depth, but another 1.7B comes in about two months.
From the S-1:
Jun 11
Gonna read a lot about VC "returns" from the SpaceX IPO. Reminder that no VC is selling shares into the IPO, and can't sell for a while.
So these are still paper gains, not actual cash for distribution-starved LPs in their funds.
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Jun 12
Interesting conversation on @CNN.
We talk about the importance of this big IPO, artificial intelligence and trying to understand the impact of the $9.9 billion US government dollars that went into #SpaceX in the last three years.
Elon Musk is the world's first trillionaire. But how did he get here? @CoryTV tells @Phil_Mattingly, "he sells a dream and he's sold it better than anyone in the history of mankind."
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Jun 11
Oracle Park was the perfect set: a wild Giants rally and an Oracle quarter full of promise, pressure and AI spending questions. ⚾️
instagram.com/p/DZbK1wBAVKy/
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle@SFGiants #OraclePark
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Jun 11
⚾️ Here why Oracle shares might get the comeback like the @SFGiants saw at #OraclePark yesterday:
youtu.be/XkwuglvnLEU
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle@SFGiants #OraclePark
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Jun 11
Oracle’s quarter was strong: OCI growth, cloud apps, monster RPO. Bases are loaded: can they drive in the runs? A look from the ballpark ⚾️
tiktok.com/@drilldownpod/vid…
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle@SFGiants #OraclePark
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Jun 11
Why is Oracle stock down? OCI growth, cloud apps, monster RPO. A look at Oracle earnings from Oracle park! ⚾️
youtu.be/XkwuglvnLEU
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle@SFGiants #OraclePark
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Jun 10
How did San Francisco become the center of the technology universe — and what did it cost the city?Thursday night at @shack15sf, I’ll talk with @WeberWest about "City on the Edge": tech, power, wealth, ambition and inequality in SF.
Come join us — and buy the book! It rocks!
Tickets: eventbrite.com/e/shack15-con…
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Jun 9
👇👇👇
Jun 9
Epistrophy Capital Research Chief Market Strategist @CoryTV tells @DianeKingHall that leaders in the neocloud space and data centers are talking about "supply and scarcity of the ability to provide what their customers want."
On potential signs of a shift in the AI trade, he says he’s watching pricing trends in GPU rentals.
He also previews what to watch from $ORCL ahead of its earnings report tomorrow after the close.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Jun 8
Let's go! Another S-1 awaits!🚀 #IPO
BREAKING: OpenAI says it has recently submitted a confidential S-1 / filed confidentially with the SEC for an IPO
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Jun 5
This is a huge damper on one driver of $SPCX shares. Some $20T is tied to the S&P 500 — about $13T in indexed/passive assets and $7T benchmarked active money, per S&P Dow Jones Indices.
#IPO 🚀
Jun 4
S&P will not change the rules to allow SpaceX into its benchmark index early axios.com/2026/06/04/musk-sp…
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Jun 5
My kids don't listen to me, but Charles Payne does!
Yes, my stocks are up!
Nice of @FoxBusiness to remember what I talked about last year. Photonics and optical networking is a crucial part of the AI data center buildout. Still!
foxbusiness.com/video/639756… $AAOI $COHR $FN $LITE (!) $LUMN
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Jun 1
Yep, I'll be digging through this one too!
Ping me with thoughts and tips!
@AnthropicAI #IPO 🕵🏼♂️
Jun 1
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.
Pending completion of SEC review, this gives us the option to pursue an initial public offering.
Read more: anthropic.com/news/confident…
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Jun 1
Elastic's RPO surged 28% to $1.98B. Non-current RPO — deals beyond 12 months — grew 43% YoY. What's driving customers to make longer bets? An exploration.
instagram.com/p/DY8A-F9AjER/
$ESTC 🎙️ @DrillDownPod #DrillDownEarnings #Elastic
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Jun 1
Elastic's sales-led subscription revenue grew 20% in FY26 to $1.44B, with FY27 guided at ~17%. CRPO says acceleration is coming. Will the revenue follow? An exploration.
youtu.be/biNXts6Tt2k
$ESTC 🎙️ @DrillDownPod #DrillDownEarnings #Elastic
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Jun 1
Elastic's CRPO hit $1.2B, up 20% YoY — accelerating from 15% last quarter. What does that signal about enterprise AI commitments? We explain.
tiktok.com/@drilldownpod/vid…
$ESTC 🎙️ @DrillDownPod #DrillDownEarnings #Elastic
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