Musk reserving 30% of SpaceX for retail would be incredibly smart. Tesla proved Elonâs fanbase can hold through almost anything. If SpaceX gets the same âdiamond handsâ retail army, that could create a very strong floor for the stock. #ElonMusk#SpaceX
SpaceX, OpenAI, and Anthropic could headline a monster IPO year. My favorite? Anthropic. SpaceX is incredible, but its revenue multiple is reportedly 3â4x Nvidiaâs, which is tough to justify. And in enterprise AI decisions, Anthropic is beating OpenAI. #IPOs#AI
Let me summarize @X for today to save you time. Athletes who support or introduce Democrats are noble people who are applauded for their political support. On the other hand, athletes who support Republicans are racist POSs who must apologize and hope for forgiveness.
Weird. I know a guy on @foxbusiness whoâs been calling this for months as he picks off name after name. Some might call him a âvery high IQ guyâ. The value he brings is tremendous like youâve never seen. And thereâs more to come and itâs gonna be beautiful. đ
If you can get in at the IPO price, thatâs one thing. But retail investors usually donât get that luxury. By the time a company starts trading, the valuation is often already stretched. A great company doesnât always mean a great entry point. #SpaceX
Gas prices are crushing household budgets right now. While sanctions and economic pressure are pushing Iran deeper into inflation, currency instability, and job losses. Energy prices are never âjust about gas.â They ripple through the entire economy.
AI spending fears are in the rearview mirror. The only thing that stops this market from pushing to new highs? Higher rates driven by surging oil prices and no deal with Iran. #Markets
Jaxson Dart: I'm grateful, I'm honored, I'm pleasured to introduce the 45th and 47th president of the United States of America, President Donald J. Trump.
Target, Loweâs, and VF Corp beat and raised, and the market still didnât care. That tells you consumer bearishness is already extreme. But the high-end consumer isnât dead. Theyâre still spending. #ConsumerSpending
Inflation isn't the biggest issue yet on Wall Street, but it will be. When gas stays above $4 a gallon, consumers start to pull back on discretionary spending. The squeeze is coming. #Inflation
Jensen Huang on Air Force One is no coincidence. Nvidia is our biggest bargaining chip with China. They want Blackwell, not the old H200 chips, and that gives us real leverage. #$NVDA
Alphabet could potentialy pass Nvidia before the end of the year. They own 14% of Anthropic, Google Search, YouTube, Cloud, and DeepMind. If you want AI exposure across every corner of the market, GOOGL is the name right now. Not a debate. #AI
Here's the reality: all-time highs arenât the red flag investors think they are. Historically, buying at market highs has actually outperformed over the following 12 months. With earnings growth staying strong, keeping cash on the sidelines may end up being the bigger mistake.
With elevated gas prices, consumers have already started pulling back elsewhere. Restaurants, bars, and other discretionary spending categories are seeing the slowdown, putting added pressure on food and beverage stocks until prices at the pump come back down. #ConsumerSpending
Nailed it. Like I said yesterday on @Varneyco, $GOOGL remains one of the strongest plays in AI while the aggressiveness of $META hurt them in the short run, but will help them with market share gains over time.