When breaking down the SpaceX IPO on CNBC, Mad Money host @jimcramer threw traditional valuation models out the window. Instead, he delivered a fiery, patriotic bull case that frames the offering as both a generational wealth-building opportunity and a definitive victory for American tech supremacy 🔥 Emphasizing retail investor conviction and drawing direct parallels to Nvidia's Jensen Huang, Cramer argues that betting against Elon Musk’s unarticulated vision is a historically losing game 🆒 Here're the core takeaways from his assessment of the deal: 🎯 The IPO was flawlessly executed and priced, creating an ideal entry point for both institutional and retail investors. "I've not seen a deal done as well as this one that I can recall. [...] It's just a very good deal, very well priced." 🛍️ Retail investors are fully aware of the steep short-term valuation, but are actively choosing to buy in for long-term ownership anyway. "And the hilarious part of it was almost all of the retail investors acknowledge, yeah, it's probably overvalued in the short run. Yeah, the valuation is high, but they all have this sense of kind of wanting a piece of this for the long run." 📉 Investors must prioritize long-term conviction over short-term volatility, as SpaceX's early financial reports will likely be highly unpredictable. "Because can you imagine what this company's quarterly results are going to be like? [...] That thing could be up [or] down 80%. It's going to be a mess, right? For a long time. So, you know, but that's okay. You can buy more." 🇺🇸 SpaceX is a critical pillar of American geopolitical dominance, ensuring the U.S. maintains supremacy in space even as China aggressively targets other tech sectors. "I feel like that in some ways we're losing everywhere against the Chinese, or at least the press makes us feel like it. But we're not losing in space. We're not losing in space because Elon Musk has a vision." 🧠 Much of SpaceX's true value is not yet listed in its prospectus, but rather sits as unarticulated concepts in Elon Musk's head—a trajectory Cramer compares to Nvidia's Jensen Huang. "You know, and by the way, he has things in his head right now that are probably far more valuable than what we see and just hasn't articulated it. That's the same thing that [Nvidia's] Jensen [Huang] and other [geniuses] did." 🌕 The successful IPO serves as a profound psychological milestone for the market, sparking a sense of national pride comparable to the Apollo 11 moon landing. "I think this reminds me very much of when we landed on the moon. And I realized that we had beaten the Russians. [...] And [when] we won that race... something changed in our country where we believe that we were superior." 🐻 Investors should aggressively ignore perpetual market "naysayers" and "house bears," as listening to them historically prevents immense wealth creation. "There's always a couple of people who are... kind of house bears... But we got new naysayers. They kind of do the same thing. And they've kept people from being wealthy. [...] And I feel like we want to encourage wealth. And this one is only going to make people a lot of money." 💼 Cramer's conviction is so high that he is actively looking to add the stock to his own portfolio trust. "You're allowed to buy a piece of what Elon Musk is doing. I'm very proud. I think that at a certain point, I'd like to have it for my [charitable trust]."

The first trillionaire in human history - Elon Musk - Born in South Africa - Bullied relentlessly as a kid - Immigrated to North America - Arrived with a backpack and a dream - Built Zip2 with his brother - Sold it 4 years later for $300 million - Co-founded PayPal with the profits - Revolutionised digital payments - Sold PayPal to eBay for $1.5 billion - Bet everything on Tesla and SpaceX - Got mocked for electric cars - Got laughed at for reusable rockets - Nearly went bankrupt in 2008 - Kept building anyway - Turned Tesla into the world’s most valuable automaker - Made EVs mainstream and transformed the automotive industry - Made reusable rockets a reality - Reduced the cost of reaching space by 95% - Sparked the modern commercial space race - Built Starlink and connected millions around the world to high-speed internet - Turned SpaceX into the most valuable private company in history - Bought Twitter for $44 billion - The world said he overpaid - He was called reckless, stupid & crazy - Advertisers fled, media declared it dead - Critics called it the worst acquisition in tech history - Renamed it 𝕏 - Rebuilt the platform anyway - Turned it into one of the most influential platforms on Earth - Launched xAI and accelerated the global AI race - Sent astronauts to space - Is trying to get humans to mars - Created millions of jobs - Generated hundreds of billions in value - Inspired an entire generation of builders Before: - Failed repeatedly - Worked insane hours - Slept in factories and offices - Got bullied, laughed at and mocked - Constantly told “it’s impossible” - Kept building anyway - Made it possible Today: - Richest person on Earth - First trillionaire in human history - Largest IPO in history $1.77 trillion Most people quit when the world laughs at them. Elon Musk built the future instead. Love him or hate him… Nobody has changed more industries in a single lifetime. Payments. Cars. Energy. Space. Social Media. Communications. AI. History won’t remember the people who said it couldn’t be done. It will remember the people who did it anyway. Congratulations Elon. The first trillionaire. 🚀

8 drives and 5 hours in with FSD v14.3.4 and here are my thoughts: FSD v14.3.4 brought noticeably improved driving with some great UI changes and additions. Mad Max is mad again! In heavy LA traffic today, Mad Max is making these epic lane changes again, similar to when it first came out, and especially on city streets the change is noticeable. The lane changes are very calculated and confident too. The “Curbside” Arrival Option wording has been replaced with “Pull Over” and I think this is way better. You don’t always pull up along a curb or street so it just pulls over right at the destination and it’s way more clear. UI changes: FSD now displays the arrival options as you’re approaching the destination and tells you on the screen how it will park- this is helpful if you want to change anything. It pops up about 0.2 miles away from the destination, I think it might be helpful for some destinations but it feels too early at times if that 0.2 miles is in traffic or a turn before. After you type in a destination or ask Grok to navigate somewhere, it now pops up as a message on the screen where it is heading to. This actually feels more like a Robotaxi experience. With the new UI changes, you can really feel Tesla is gearing FSD towards everyone having a more Robotaxi-like experience without users having to think about what it will do next or where will it go, and so they know what to expect. I think this was a nice addition and big change once you use it. This will be especially helpful for newer FSD users. It’s actually quite nice to see ahead of time in bigger letters where it will go/how it will park as sometimes I change between driveway or street at home so I know where it’s headed, so if I have a car in the driveway I can make sure street is selected and I don’t forget. The nag seems the same usually, except in some cases driving into sun and traffic it felt more sensitive twice. Lane changes with this build are confident and in some cases, earlier than before on city streets which is good. Had only one almost late lane change before a turn, but Mad Max got around them no problem. Recently, before this update, in Mad Max and Hurry profiles on city streets it would get comfortable in its lane and not get around slow cars quick enough- that’s now improved and great to see especially in rush hour! Made some awesome moves today. Leaving stop signs, Mad Max still has a smooth and linear acceleration curve, it wasn’t jerky or choppy. Mad Max is now my favorite profile again for city streets and its speed control has been great. Lane choices are better before staging/getting over for upcoming turns but I did have a twitchy steering wheel at one turn tonight. Hurry profile seems to have also gotten a bit more assertive again, which is great! Parking: some parking jobs were good tonight, and some it didn’t one shot. Twice it didn’t back up as far as I would, probably needed another 4 inches. Spot selection might be slightly better than v14.3.3, but still needs to pick them quicker especially in parking garages so it doesn’t loop or take too long. It really needs to pick the first good spot it sees always in garages. The speed it drives in empty parking lots are quicker than before and it’s awesome. Actually Smart Summon reaction time when you start it is still phenomenal and so quick, so fun to have your car drive you around parking lots while in the back seat. Overall, FSD v14.3.4 brings some huge UI additions and some improved driving behavior, and it definitely feels like a more major update than just a point release. Thanks @Tesla_AI for another banger update!

GOOD NEWS 🚨 Tesla's FSD (Supervised) has officially crossed the 11-billion-mile mark, and the acceleration curve is getting noticeably steeper 🎉 🔥 For context, the fleet hit the 10-billion milestone on May 3rd, meaning it chewed through the latest billion in exactly 37 days. ⚡️ That pace translates to an unprecedented accumulation velocity, hitting a daily run rate of over 27 million miles. 🌍 This rapid growth is being supercharged by the expanding European rollout, which continually opens up massive new streams of diverse, real-world driving environments. 💥 Ultimately, this volume creates an exponential data flywheel rather than a linear progression. The compounding influx of miles drastically shortens neural network training cycles, pushing the system toward the unsupervised threshold at an accelerating rate.

Sorry. The only Tesla that just looks wrong from the back. First Gen Model 3 was a bit off, but everything else has been Franztacular!

If you put $100 into SpaceX IPO when the company is valued at $1.75 trillion and Elon takes over the entire universe and 100x's the company to $175 trillion... You'll only make $900 in profit Yeah, no one is going to get rich off this

Oyuncu Zoey Deutch'un, Jimmy Fallon'ın programında yaptığı “estetik operasyon geçirmiş yüz” taklidi.