$1,000 follows their calls into $1,017
rubicon59@rubicon59$NVDA FY’28 (~calendar ‘27) EPS is $15.7, which is likely to be a lot closer to $20 on a $223/sh price.
rubicon59@rubicon59Heads you win, tails you win even more. $SPCX
sourcery@sourceryyCerebras CEO @andrewdfeldman explains why @elonmusk & SpaceXAI made a deal to lease GPUs to Anthropic: "You have to ask why they had available capacity... They had available capacity because the Grok model wasn't used very much." "They had these GPUs sitting around, and that's
0:53rubicon59@rubicon59One of the best deals now IMHO. $AVGO
Babyfolio@babyfolioBeautiful, isn't it? $AVGO Opportunities like this don't come around often. I own shares.
rubicon59@rubicon59The true size of the launch TAM for a dominant leader is not priced in. $SPCX
sourcery@sourceryySpaceX employee #13 @_Eric_Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all
2:02rubicon59@rubicon59He is more often then not directionally correct. $SPCX
Elon Musk@elonmuskThis will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy
