NeilMirch @NeilMirch

Founder, Investor, Advisor and Options Trader Joined October 2016

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NeilMirch @NeilMirch

3 days ago

BOJ rate increase will have no affect on market due to deal?

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Geiger Capital @Geiger_Capital

7 days ago

Elon Musk just created ~5,000 new millionaires, current and former $SPCX employees. Of those ~5,000 people, roughly 400 of them will see stakes worth $100+ million.

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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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Elon Musk @elonmusk

7 days ago

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Morgan Stanley @MorganStanley

7 days ago

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NeilMirch @NeilMirch

a week ago

@stocktalkweekly Perfect timing on the low.

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NeilMirch @NeilMirch

a week ago

We going down 2% or trump saving the day again?

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First Squawk @FirstSquawk

a week ago

OpenAI is negotiating the lease of a massive 10-gigawatt Ohio data center, with NVIDIA backing the project, according to The Information.

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The Kobeissi Letter @KobeissiLetter

2 weeks ago

BREAKING: MicroStrategy's, $MSTR, unrealized loss on its Bitcoin holdings rises to a record -$12.7 billion. This puts the company's position down -$28 billion over the last 12 months.

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First Squawk @FirstSquawk

2 weeks ago

Jensen Huang says the global AI buildout is accelerating

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First Squawk @FirstSquawk

2 weeks ago

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030- FT

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Herbert Ong @herbertong

2 weeks ago

🚨 SpaceX has released its full IPO roadshow presentation, led by CFO Bret Johnson, the only CFO in the company's history and a 15-year veteran of SpaceX. 👀 The presentation explains how SpaceX evolved from a rocket company into a business spanning Starship, Starlink, Starshield, AI infrastructure, direct-to-device connectivity, and future orbital computing. One of the biggest takeaways: @SpaceX is no longer selling investors on launches alone. It's making the case that it can become a major player in communications, defense, AI, and space infrastructure. If you're following the IPO, this presentation is worth watching. 🚀 $SPCX --------------- 00:00 Meet SpaceX CFO 00:45 Historic Space Milestones 01:47 Reusability Lowers Costs 03:11 Elon’s Engineering Algorithm 04:14 Starlink V3 Capacity Leap 07:49 AI Business Launch 10:22 Monetization and Truth Seeking 11:45 Growth Strategy and TAM 13:16 Financial Performance and CapEx 15:45 Why SpaceX Will Win

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Polymarket @Polymarket

2 weeks ago

NEW: Goldman Sachs reportedly forecasts SpaceX’s AI division revenue will grow 9,900% within four years, reaching $322,000,000,000.00 by 2030.

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Insider Paper @TheInsiderPaper

2 weeks ago

BREAKING 🚨 SPACEX EYES $1.765 TRILLION VALUATION WITH IPO

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The Kobeissi Letter @KobeissiLetter

2 weeks ago

BREAKING: As Anthropic confidentially files a draft S-1 for an IPO, the company is now expected to close above $1.8 trillion in market cap on its first day of trading. Between SpaceX and Anthropic, combined market cap on IPO day is expected to exceed $3.5 trillion.

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unusual_whales @unusual_whales

2 weeks ago

JUST IN: Anthropic, makers of Claude and Claude Code, have filed for IPO

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Vivek Sen @Vivek4real_

3 weeks ago

NVIDIA CEO JENSEN HUANG ON ORBITAL DATA CENTERS: “THE CHALLENGE, OF COURSE, IS COOLING. YOU CAN’T TAKE ADVANTAGE OF CONDUCTION OR CONVECTION IN SPACE, SO YOU CAN ONLY USE RADIATION. BUT THAT’S NOT AN IMPOSSIBLE PROBLEM TO SOLVE. THERE’S A LOT OF SPACE IN SPACE. WE’RE GOING TO EXPLORE WHAT THE ARCHITECTURE OF DATA CENTERS IN SPACE LOOKS LIKE. IT’LL TAKE YEARS, BUT THAT’S OKAY. I GOT TIME.”