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Joined August 2025
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The largest IPO in history is officially on the board. From private venture heavyweight to the ultimate public market debut—this is a massive milestone for commercial space exploration.
Jun 12
Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history.
Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent.
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Sentosa Exponential Asset Management retweeted
Jun 11
NVIDIA $NVDA DEVELOPING AN AI HEALTHCARE MODEL WITH ABRIDGE - WSJ
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Sentosa Exponential Asset Management retweeted
Jun 8
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THE INVESTOR BLUEPRINT: Hardware diversification is the new alpha.
#ByteDance’s multi-track strategy proves that LPU tech is diffusing globally. Smart money is moving to firms designing custom, regulatory-smart silicon at consumer internet scale.
#TechStocks #SiliconValley
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BACKUP PLANS FOR BACKUP PLANS: To beat supply shortages, ByteDance is designing custom CPUs, dual-tracking SoftBank’s ARM and open-source RISC-V. Geopolitical gridlock isn't stopping China’s tech elite... it's forcing absolute architectural independence.
#RISCV #Geopolitics
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Qualcomm’s stock jumped 8% after a massive, secret-busting deal with #ByteDance.
By designing custom ASICs that sit just under US export limits, #Qualcomm proved tech firms can legally gamify regulations.
Is "threshold gaming" the future of tech? 👇
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Yes
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No
0 votes • Final results
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THE DEATH OF TRAINING? The AI boom has pivoted. Inference now drives 2/3 of all AI compute. ByteDance's secret weapon? A Groq-style chip engineered for ultra-fast real-time processing to power billions of daily users.
Will these chips completely replace standard #GPUs?
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#ByteDance just jacked up its 2026 AI CapEx by 25% to hit an astronomical $30B.
They aren't just a software giant; with a 1,000-person hardware team, they are now one of the most aggressive chip developers alive.🤯 #VentureCapital #AI #TechNews
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SHOCKWAVE IN TECH: #TikTok’s parent #ByteDance is reverse-engineering the exact $20B #Groq LPU architecture #Nvidia bought to dominate AI inference.
They are bypassing US export blocks to build their own silicon empire. The semiconductor landscape is shifting FOREVER. #AI
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Read more in our deep dive 👇linkedin.com/pulse/inside-30…
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#WallStreet is eyeing a hidden weapon: The #Nasdaq-100 Fast-Entry rule. Once $SPCX lists, passive index funds could be forced to buy in within just 15 days. A mechanical demand tsunami is coming.
Are you positioned for the technical volatility?
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#SpaceX isn’t just rockets anymore.
It’s a loss-making AI-Space juggernaut. #Starlink is the only profitable engine, currently subsidizing billions in #AI burn. Can SpaceX’s infrastructure scale fast enough to justify the cost? 🔍
What’s the real growth engine?
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Starlink Connectivity
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AI/Compute Infra
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Space Segment
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It’s all hype
0 votes • Final results
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Think you have a say in your investments? Think again.
The SpaceX S-1 confirms #ElonMusk holds 85.1% voting control and a charter that literally makes him unfireable by anyone but himself.
Absolute power, or the ultimate visionary safety net? 👑
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Now 👇🏼
📣 New name, same mission.
NVIDIA Data Center is now @NVIDIAAIInfra: the home for accelerated computing, AI factories, networking, hardware, software, and the technologies powering modern AI.
Follow along for all things related to NVIDIA AI infrastructure.
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BIG! 🔥
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All eyes on TODAY
#Cerebras $CBRS is the ultimate bellwether.
If this 20x oversubscription leads to a historic Nasdaq pop, the floodgates open for the 2026 AI IPO tsunami: SpaceX, Anthropic, and Databricks are waiting in the wings. This is the capitalization of the AI revolution!
ALT Credits: WSJ
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Is the Cerebras $CBRS upside too good to be true? Don't ignore the billion-dollar red flags
86% of 2025 revenue came from UAE-linked entities like G42, extreme customer concentration with serious geopolitical risk. Plus, #Nvidia's CUDA moat is real.
How big will the Day 1 pop be?
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50% (To the moon!)
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20-50% (Solid)
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<20% (Modest)
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It will flop
3 votes • Final results
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