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MrRayG

Following0Followers (X)2.63KPosts55Likes24
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SpaceX just said it hit 1.7 GW of compute! CoreWeave has about 4.2 GW contracted and about 1.5 GW already active. The neoclouds are building at a scale we've never seen! So why do so many people still call AI a bubble? The spending is huge, and Elon posted today that $1 trillion in SpaceX revenue in 2028 is "no longer impossible." That's a big number, and big numbers make people nervous. But here's the demand layer I think gets overlooked: regular companies plugging AI into their own systems and changing how they run. Finance, HR, customer service, logistics. Every one of those shifts needs compute too! So, bubble, or just the beginning?

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All these comments below $100! I have news for you — that below $100 price will come…it will come on that first 1/10 split! I wouldn’t wait long to get your shares before it goes back above! When will people learn?! $SPCX

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Tesla, a SpaceX company. Picture it! A Roadster leaving the launch pad, thrusters firing, next stop Mars! Who’s ready for today’s earnings? $TSLA $SPCX

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Elon says independent committees at Tesla and SpaceX are exploring a merger, and Tesla reports tonight! I'm curious where everyone lands. Would you rather own them as one company or keep them separate? Two of the most innovative companies to exist could be merging! The sky being the limit is officially obsolete! Flying cars, big rockets — what’s next?! Thoughts? $TSLA $SPCX

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Took my first position in $SPCX ahead of earnings tonight! Ready for whatever the market does. It's a long-term bet on who's building the future: AI infrastructure, broadband, satellites, and the space economy. Not advice, just sharing my bullish sentiment! Are you ready and locked in?!

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Bank stocks are down six straight weeks, the longest since 2008, while the big indexes sit near records! Higher yields, bond losses and now AI agents coming for bank accounts. So which is it? A bear market for banks, or the beginning of the end for status quo banks? $BAC $WFC $C

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Fear & Greed is sitting at extreme fear. Tesla and Meta both report Wednesday. Big week! I'm holding my AI infrastructure longs and still dreaming about that Roadster with the thrusters. Is this week going to calm everybody down or scare them more?

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So funny! These doom alerts are louder than the selloff at this point! I’m holding longs so a red day, week, or year is just another open opportunity! I'll be over here checking my shopping list twice. Are you reading these alerts or scrolling past them?