$1,000 follows their calls into $979
UpAndRight@upand_rightI don’t expect this to be the last time $IMSR is in the $5s until we get a real deployment, but I’ll add here every time.
UpAndRight@upand_rightFair value for $MBLY is $15. Fair value for $WRD is $15. The runs will start from there.
UpAndRight@upand_rightAlien technology. Might need more shares.
Rocket Lab@RocketLabArchimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty). The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space. Recent
5:40UpAndRight@upand_rightWe’re all aware that robotaxis are the most monetizable and obvious near-term physical AI application, right? $MBLY + $WRD feel like absolute layups at these valuations 🤖 🚙
UpAndRight@upand_rightAt this point $AMZN is just a better $QQQ. Everything I’m bullish on in one name trading at high-20s forward: •trad cloud •GPU cloud •custom silicon - ASIC + CPU •ads (the leg nobody’s pricing) •Anthropic stake •warehouse robots •robotaxis •LEO constellation Retail + ads
