Angus Lwin @AngusLwin

$SPCX shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BKSY ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $SPIR ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $ACHR ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $SATL ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data. 6. $VIAV ~$50 Optical networking components critical for Starlink ground station upgrades. 7. $OUST ~$40 Sensor fusion tech supports SpaceX booster catch reusability automation. 8. $GILT ~$15 Satellite ground infrastructure scales alongside Starlink enterprise deployments. 9. $POET ~$11 Optical interposer chips slash data center power costs inside COLOSSUS AI cluster. 10. $ARQQ ~$12 Quantum encryption securing Starshield government classified orbital networks. 11. $TWST ~$74 Synthetic biology tools accelerate SpaceX long-term Mars life support research. 12. $LUNR ~$30 NASA lunar lander tech directly supports SpaceX Moon base buildout. 13. $AEVA ~$24 LiDAR sensors enable autonomous Starship landing and booster catch precision. 14. $KTOS ~$60 Defense tech partner powering Starshield national security satellite contracts. 15. $IONQ ~$58 Quantum compute layer powering next-gen orbital AI satellites. 16. $RDDT ~$178 Real-time social data feeds Grok's truth-seeking AI via X integration. 17. $RKLB ~$115 Small payload launch fills exact gaps Falcon can't efficiently serve. 18. $ASTS ~$97 Direct-to-phone satellite broadband. Starlink's closest competitor and partner. 19. $MTSI ~$375 RF semiconductors power Starlink phased-array antenna signal processing. 20. $BWXT ~$200 Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements. I'm definetly a buyer of $SPCX IPO and want to get it super cheap. ♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

$SPCX lists tomorrow. Everyone’s asking the same thing. I’ve gotten 20+ texts from friends/family: “If I can’t buy SpaceX directly, what can I do?” Mapped it below: - Direct owners - Comps - Suppliers - Infrastructure - Orbit economy Save/share. idc NFA

Good interview

Buffett. Munger. Soros. Dalio. Ackman. Icahn. Paul Tudor Jones. Howard Marks. And dozens of other names investors repeat like a mantra. They read their books. They dissect their interviews. Their investor letters are treated like textbooks. Every 13F filing is scrutinized. Their words are treated as gospel. The problem? The last 15 years have been one of the greatest bull runs in market history. Yet a large part of the active management industry failed to outperform a simple S&P 500 ETF. That’s why I’ve always found it strange that investors keep looking for answers from Wall Street’s media “gurus”. Because the greatest track record in market history didn’t come from Wall Street at all. Continued ↓

Note-Taking Systems Used by the World's Most Successful People.

In 1978, Howard Marks was handed a memo - investigate some California financier and an asset class everyone called garbage nobody on Wall Street wanted to touch junk bonds he spent the next 47 years proving why they were wrong "You can't predict. You can prepare." $203 billion later - he's still using the same rule 60-min. free. watch it bookmark and watch it today

st1ne @SolSt1ne

a week ago

SAC Capital paid a $1.8B fine - the largest insider trading settlement in Wall Street history. The man behind it: Steve Cohen. He now runs $35B at Point72. At Sohn 2025 he shared where institutional money is moving - and why the market is caught between growth and contraction.

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I spent 1000 hours figuring out Claude the hard way. Here are guides I wish someone had sent me earlier: Claude for Dummies: ruben.substack.com/p/claude-for-d… Claude certificates: ruben.substack.com/p/im-claude-ce… How to prompt Claude: ruben.substack.com/p/prompt-47 Claude Cowork: claude-co.work Claude for teams: how-claude.team Cowork + Projects: ruben.substack.com/p/claude-cowor… Claude for slides: how-to-gamma.ai Claude Skills: claude-skills.free Claude connectors: ruben.substack.com/p/claude-conne… Stop hitting Claude's limits: ruben.substack.com/p/how-to-stop-… Upload yourself in Claude: ruben.substack.com/p/youre-just-a… Stop prompting Claude: ruben.substack.com/p/stop-prompti… Claude Code: claudecode.free ___ 1. Save this list for later (three dots, top right). 2. Share it with a friend by ♻️ reposting this image. 3. Subscribe to my free newsletter: how-to-ai.guide.

Ruben Hassid @rubenhassid

2 weeks ago

x.com/i/article/2057…

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Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free. Bookmark & watch this today before someone takes it down and read this article below

x.com/i/article/2061…

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit. Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. - Nvidia books the revenue. - Apollo collects the fees. - xAI gets the computing power. - And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

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@DailyEdgeFx Volume

AI data center power demand is not just reviving nuclear stock. It is forcing the market to reprice the entire nuclear supply chain.The problem is that most investors are still focused on the obvious winners. In this article, @PhotonCap breaks the nuclear cycle into fuel, reactor design, components, construction, and operations, then analyze 13 listed companies to find where the next bottleneck may still be underpriced.

Photon Capital @PhotonCap

2 weeks ago

x.com/i/article/2060…

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He invested $10 billion in 15 weeks while the world was panicking after Lehman, he manages $200 billion Buffett says his memos are the first thing he reads - he just explained why most investors are guaranteed to fail "some stupid people get rich, aggressiveness at the right time you don't need much skill, but to be right repeatedly over a career, now you're talking about skill" "you have to dare to be different, dare to be wrong, dare to look wrong because even if you're right, that's probably not going to be clear for some time" bookmark and watch it today it will change the way you think about markets ↓

Сarm1ne @carm1nee

3 weeks ago

He predicted every major stock market crash in the last 60 years, managed $150 billion, called the 2009 bottom almost to the day "Goldman's, JP Morgan's, Morgan Stanley's will never tell you to sell. they can see the market is dreadfully overpriced, they will never tell you"

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This is one of the greatest and most life changing clips on 𝕏. Watch it and you’ll notice your entire perfection of reality change in real time.

I miss the era of intensely good blogs An all time favorite was that of @kevinsimler Some of my favorites - 4 parts on Julian Jaynes (first part meltingasphalt.com/mr-jaynes-wild…) - on social status meltingasphalt.com/social-status-… - honesty and the human body meltingasphalt.com/honesty-and-th…

A man spends 50 years teaching at MIT. He knows his time is running out. So he records one last lecture — everything he knows, distilled into a single hour. He died 5 months later. This is that lecture. The most important hour you'll watch this week. 👇Bookmark it for later

JPMorgan CEO was fired from a bank after predicting it would go bankrupt - and he was right - now he controls $700B as CEO of the largest bank in the US - JPMorgan 35-min Harvard talk the most important rules from the world's best banker - only this video by Jamie Dimon worth to save

bodila @51bodila

3 weeks ago

JPMorgan hired Jamie Dimon as CEO, he turned $16B → $700B in capitalization and moves $10 TRILLION a day now his 150,000 workers use AI to improve efficiency and he explains exactly how bookmark & watch - it's a 30-min workshop by the CEO of the largest US bank, worth more

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