SpaceX valuation! mindboggling, valuations don't matter, till they do / Iran 'deal', crude steady sub 100, markets ATH's
- sc0172
- 21 hours ago
- 3 min read
SpaceX ... mindboggling numbers...for a company that lost $5bn last year.. THIS IS the liquidity event, the most expensive, biggest IPO ever.. it will be fascinating!!, valuations don't matter, till they eventually do...
Iran Update : Marco Rubio sees ‘good signs’ US could reach deal with Iran. Pakistani mediators expected to travel to Tehran as diplomacy to end conflict intensifies, Iran Moved Billions Through Binance to Fund Regime—Continuing Into This Month. The crypto transactions took place despite repeated red flags. Binance says it has “zero‑tolerance for illicit activity.”...,
Markets : ‘Fast entry’ SpaceX, OpenAI and Anthropic IPOs to ignite Wall St trading frenzy. Passive investors set to dump billions of shares to make way for new stocks, Margin debt is surging into crazy levels (chart available on request),
U.S Mortgage Rates hit a 9months high in blow to Prime Buying Season. The 30-year mortgage rate increased to 6.51% this week and looks poised to keep rising
Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means! (Thread)
Jensen Huang says Nvidia has "largely conceded" China's AI chip market to Huawei
Thierry from arvy 🇨🇭 on X: "🚨YOU ARE THE EXIT LIQUIDITY You are about to be offered the most expensive IPO in modern history. SpaceX's S-1 just dropped. The headline numbers: - 2025 revenue: $18.7 billion - 2025 net loss: $4.9 billion - Q1 2026: still losing money - Reported IPO valuation target: https://t.co/vaPLoKjsGN" / X
Ricardo on X: "Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the https://t.co/zU7TYupLD9" / X
Alex Mason 👁△ on X: "🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. OpenAI and Anthropic are now worth $2.7T. That’s 7.2% of the entire Nasdaq. Without being public companies. Without https://t.co/fhFjAMG4R9" / X
Arnaud Bertrand on X: "This is an extraordinary document written by the research arm of China's spy agency (the powerful MSS, basically the CIA and the FBI all wrapped in one) that absolutely zero media has picked up on. As far as I can see, I'm the first person to write about it even though it was https://t.co/gwezqfPK0U" / X
The document contains perhaps the most authoritative description of where China thinks its relationship with the U.S. stands, and where it’s headed. The title of the report is “The Great Global Transformation and the Path to U.S.–China Coexistence” and I provide a full translation of it in my article, the link of which is at the bottom of this post. To summarize briefly the most important - and, perhaps, surprising - aspect of the document: China's spy agency - the one institution whose entire job is to worry about the U.S. threat - has largely stopped worrying
Elliott Wave International on X: "🚨 Stock valuations have drifted beyond the edge of the financial solar system. The S&P 500’s dividend yield is sitting near its 2000 extreme at just 1.06%, while the S&P 400 Industrials’ price-to-book ratio has reached an all-time high of 8.02. In other words: investors are https://t.co/lhh5nGq1iT" / X
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