Who the heck are the sellers today at $157? Excuse me while I back up the truck.
SPCX should be up 30% today.
Here’s a great example of how Wall Street discounts what Elon says. Bottom line, analysts cut the low end of his guide in half.
Last night he said they’ll exit 2027 with $500B-$1T in revenue run rate. I believe Elon implied the low was based on adding 10 GW of compute in CY27 and the high end 20 GW.
My take is there’s a 75% chance they add 10 GW, and 2% chance of 20 GW. So we should focus on the low end, or $500B in ARR exiting 2027, or $125B in Dec-27.
Before earnings, the Street was at $31B for Dec-27. He guided to $125B or 300% increase. $SPCX is up 12% on that. It should be 30% plus today.
This morning the Street is at $50B. Since many analysts have yet to update numbers, we look at those that have made changes, and those are at around $70B, compared to the “guide” of $125B. That’s the 50% haircut.
$AAPL Siri is a complete joke. I have the latest version on an iPhone 18 Pro Max. I asked it what $SPCX was trading at this morning when it was $161. Siri replied, “$145”. I asked Siri if it had access to real time quotes and it said, “Yes, but SoaceX is a private company”. I said it’s publicly traded and Siri said, “Yes, you are right and it’s trading for $145”. What a joke of an AI app this is. How could Apple be so far behind their competitors. Apple executives are
Asleep at the wheel.
$OUST those buyers of recent $55 secondary have to be loving this. I can’t remember a stock that’s down this much so quickly after a secondary with no bad news. investors.ouster.com/news-re…
Latest polls
House: Democrats ~230–235 seats, Republicans ~200–205.
Senate: Democrats/Independents 51, Republicans 49.
That’s the median/central forecast from the models that are actually updating daily right now (Economist, Scrutinel, RacetotheWH, DDHQ, etc.). Democrats are heavy favorites to take the House (~85–95% in most models) and slight favorites to take the Senate (~53–60%).
$OUST. No way an $80 offer is sufficient. You, usppdd, and the other newbies need to pull up and look at the long term chart and what it went public for. This is only the first inning of Ouster.
80% of U.S. semis typically run 500 miles or less a day. That’s Tesla Semi range.
Diesel just hit all-time highs (~$6.50+/gal). Energy + maintenance on a Semi is a fraction of that fuel bill. Freight costs don’t have to keep climbing with the pump.
Call EVs a scam if you want. The spreadsheet still works.
@elonmusk @tesla_semi @Tesla @USDOT @SecDuffy @realDonaldTrump @SawyerMerritt
Between the nepotism of this jackass and Trumps sons, I hope the next President is childless. A dog in the Oval Office is cheaper and photographs better.
