Morning mate!
The end of iran war news is starting to rerate the market😁
But lets see if Trump will go back on his words😂
13
Not even red markets stopped the $AMPG rerate, with green markers this goes faster to $1B.
Massively undervalued. Shorts trapped too.
1
3
183
#QHE
2.5% concentration “… consistent with historical testing and significantly above typical helium concentrations.”
Plus unexpected commercial oil
Hopefully this RNS will put to rest the doom and gloom over the last few weeks and start the rerate.
investegate.co.uk/announceme…
88
Agree 100%, they have created the Discovery Engine and constructed their GMP facility. The only thing that is needed is the First Drug success (hopefully ABCL635)! I still like some of the single asset plays like GLSI (all in on one drug, but to me pretty derisked at this stage (market will hopefully rerate soon)). Hopefully both companies will be successful
1
29
Jay retweeted
14h
For once I agree. Neoclouds will rerate
Jun 13
Game theory from here is super interesting:
Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.
Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.
The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.
Why did they not do it?
Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.
A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…
This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?
There are too few of them and their progress seems sporadic at best.
15
13
451
137,829
Agree… Will be a $20B market cap minimum by year end on a massive rerate short covering inertia. HPC contracts inevitable.
38
THIS COMMUNIST GARBAGE STOCK IS TERRIBLE
BUT STILL THINK ON A LONGER VIEW ITS NOT EXPENSIVE VS PEERS AND SHOULD RERATE
BUT TRADE WISE IT'S THE MOST GARBAGE PA I HAVE EVER SEEN
zhipu 30%
minimax barely green
cursed stock nothing can save this
thesis was perfect (open source models, china ai, valuation vs peers etc)
stock is just garbage and too many sells before ipo lockup expiry tech less good than zhipu
SORRY FOR ANYONE WHO FOLLOWED ME ON IT
327
Power and infrastructure will only become more and more valuable
$IREN’s assets as well as all Neoclouds will begin to rerate higher. I truly believe we’re still early at current valuations
The AI buildout continues to accelerate
Want to build a data center? Then you have to wait 2.5 years for the power transformers alone (and 3 years for the step ups)
2
3
67
3,957
You reply with “blah blah “ And you say I’m not smart.
You need to rerate you smart idea and have a personal conversation 😂
1
11
They just want focus on SX. No other shiny items. The rerate is going to hurt.
76
Elon Musk doesn’t let inefficiencies stand. The process that needs to be deleted is the companies operating separately. The JV structure is laborious and Elon Musk called it out as a bottleneck on the last earnings call. It would likely ohysically pain him to see the Terafab move forward at a glacial pace while Is are dotted and Ts are crossed. It is a waste of his time and employees time and the board’s time. Tesla NEEDS chips. Tesla had just a 2-3 supply contracted, before Digital Optimus and AI space compute and faster RoboTaxi & Optimus ramp was planned. Wait in a merger and that pushes the chip supply back further and further that Tesla needs to scale. Chip & Capital constrained companies don’t rerate.
Plus, Tesla investors don’t NEED TO WAIT to get credit for RoboTaxi and Optimus upside. It will be included as a factor in a negotiated share exchange ratio. And isn’t it Elon Musk’s opinion that matters most? Gwynne Shotwell just noted his life would be easier with a merger. Hasn’t he earned that right?
M&A simply doesn’t work like Bradford and others want you to believe. There is no share snapshot taken of current market cap that determines the merger ratio. First an Independent Tesla board member would lead a special committee and determine if a merger is desirable. Then the Board would vote, then investment bankers would hammer out a share exchange ratio, even in a merger of equals this is necessarily 50/50. The investment bankers representing Tesla shareholders don’t have to be told to try to get a premium - that is their job. They will argue RoboTaxi and Optimus infrastructure is largely in place and the near term upside using internal revenue projections shareholders don’t have, they will also argue longer term projections like the top milestone cap on the Tesla side in the CEO incentive plan being 1 trillion higher. It simply works exactly opposite of the fear he is sowing in investors with many provisions along the way to protect Tesla shareholders. He must now this but instead sells uncertainty and doubt. IE FUD.
I am confident you and most others who are withholding judgment until you see deal terms and the justification for the merger will back the Tesla Board and Elon Musk if you are asked to vote. You find hypotheticals not compelling - that means you are a critical thinker and when you have the facts to weigh and analyse it will all seem different.
1
3
55
Most people don’t know SiC now especially 8 inch requires Sgl graphite crucible to grow. Simply a mention of SiC recovery from EV demand and AI infrastructure demand a mention of AI will get machine trading to rerate the company. They need to learn from US companies.
95