@BillyTheKid_59 Jensen's Bicep
OpenAI is facing increased scrutiny and pressure, particularly regarding its data center funding and government support. Florida Governor Ron DeSantis recently quote-tweeted a criticism of OpenAI, adding to the company's challenges. This has led to concerns about OpenAI's financing plan and potential government intervention.
Engagements: [---] #
- [--] Week [------] -3.90%
- [--] Month [------] +167%
- [--] Months [---------] +2,369%
- [--] Year [---------] +5,642%
Mentions: [--] #
- [--] Week [--] -17%
- [--] Month [---] +162%
- [--] Months [---] +118%
- [--] Year [---] +290%
Followers: [-----] #
- [--] Week [-----] +0.50%
- [--] Month [-----] +4.40%
- [--] Months [-----] +82%
- [--] Year [-----] +239%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 44.88% finance 33.07% technology brands 28.35% cryptocurrencies 18.11% celebrities 6.3% automotive brands 6.3% exchanges 2.36% vc firms 0.79% countries 0.79% travel destinations 0.79%
Social topic influence spacex 24.41%, sats 18.9%, $sats 17.32%, ipo 13.39%, xai 7.87%, ai 7.09%, anthropic 4.72%, market 4.72%, elon musk 4.72%, open ai 3.94%
Top accounts mentioned or mentioned by @origoinvest @chamath @mc1243657 @elonmusk @brickroad7 @starlink @dalibali2 @acapitallp @umbisam @polymarket @buccocapital @darioamodei @mrmojorisinx @edludlow @theterminal @dnair5 @kielporter @lorengrush @potus @nasa
Top assets mentioned SATS (Ordinals) (SATS) Clearwater Analytics Holdings, Inc. (CWAN) Tyler Technologies, Inc. (TYL) Roper Technologies Inc (ROP) Morgan Stanley (MS) Zoom Video Communications Inc (ZM) Metadium (META) CoreWeave, Inc (CRWV) American Exceptionalism Acquisition Corp. A (AEXA) Open Text Corp (OTEX) MP Materials Corp. (MP) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Confluent, Inc. (CFLT) ARK Innovation ETF (ARKK) Vixco (VIX) 8B People vs [-----] Billionaires (8B) LegalZoom.com, Inc. (LZ) Comfort Systems USA, Inc. (FIX) BlackLine, Inc. Common Stock (BL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Whirlpool Corporation (WHR) Bill.com Holdings, Inc. (BILL)
Top Social Posts
Top posts by engagements in the last [--] hours
"END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ"
X Link 2025-11-05T20:10Z [----] followers, 1.8M engagements
"golden age of trade schools. $linc $uti"
X Link 2026-02-13T15:24Z [----] followers, [---] engagements
"the software private equity capital cycle is going to be a sight to behold"
X Link 2026-02-07T19:06Z [----] followers, [---] engagements
"if youre the admin - you use these AI fears to blow out a trade school / jobs program and stay on target with AI programs $linc $uti"
X Link 2026-02-13T16:36Z [----] followers, [---] engagements
"sir they are buying +20% otm calls again on $cflt two weeks out with no catalysts and sneaky nov/january calendar spreads. the [--] strike nov whale has not moved his position"
X Link 2025-11-07T18:33Z [----] followers, [----] engagements
"$mtum at the [---] day. been a line in the sand since '22 bear market outside of liberation day madness and yen move"
X Link 2026-02-05T18:53Z [----] followers, [---] engagements
"more rolling disruption to come with all the new funding anthropic and openai are getting"
X Link 2026-02-13T00:14Z [----] followers, [---] engagements
"tough situation for the index. one outcome im considering - indices flattish to down 5-10% and market tests warsh to comfort the market in q2 (may) then liquidity afterburners get switched on into the midterms"
X Link 2026-02-13T00:29Z [----] followers, [---] engagements
"that dow [-----] comment is too on the nose. god help us all"
X Link 2026-02-13T03:14Z [----] followers, [---] engagements
"$crwv as much as they've been shit on they've been right re: life of GPUs and demand"
X Link 2026-02-13T15:32Z [----] followers, [---] engagements
"is someone leaking the play-by-play of s1 drafting for spacex. lmao"
X Link 2026-02-13T18:36Z [----] followers, [---] engagements
"details on dual class shares out today"
X Link 2026-02-13T18:37Z [----] followers, [---] engagements
"$mags - closed right above [---] day"
X Link 2026-02-14T22:02Z [----] followers, [--] engagements
"$CWAN 👀. interesting action. two days in a row of above average volume. 5K contracts of the [----] ODTE call traded today (on a big OI fwiw) speculating on another friday deal story/merger monday"
X Link 2025-12-19T19:09Z [----] followers, [----] engagements
"$CWAN *PERMIRA WARBURG SAID TO OFFER $24.55/SHARE FOR CLEARWATER A deal could be announced as soon as Monday barring any last-minute snags. $CWAN 👀. interesting action. two days in a row of above average volume. 5K contracts of the [----] ODTE call traded today (on a big OI fwiw) speculating on another friday deal story/merger monday $CWAN 👀. interesting action. two days in a row of above average volume. 5K contracts of the [----] ODTE call traded today (on a big OI fwiw) speculating on another friday deal story/merger monday"
X Link 2025-12-21T15:28Z [----] followers, [----] engagements
"make sure you're following . more of this sort of content there in the future $CWAN http://pchperspectives.substack.com $CWAN *PERMIRA WARBURG SAID TO OFFER $24.55/SHARE FOR CLEARWATER A deal could be announced as soon as Monday barring any last-minute snags. https://t.co/6eabZCvSRj http://pchperspectives.substack.com $CWAN *PERMIRA WARBURG SAID TO OFFER $24.55/SHARE FOR CLEARWATER A deal could be announced as soon as Monday barring any last-minute snags. https://t.co/6eabZCvSRj"
X Link 2025-12-21T19:17Z [----] followers, [----] engagements
"best SPAC ideas for 1H [----] $aexa what else"
X Link 2026-01-05T00:33Z [----] followers, [---] engagements
"$cwan bid into the long weekend and calls off the wall looking for a bump.go-shop period expires next friday. we are now in the red zone. Orlando is that you"
X Link 2026-01-16T21:18Z [----] followers, [----] engagements
"which software companies are most in the strike zone of private equity - size sector valuation - following the recent selloff i will share 2-3 if we get some participation"
X Link 2026-01-22T16:39Z [----] followers, [---] engagements
"$ROP $CSU $TYL the market is not valuing the software rollups the same (buy at 2-3x consolidated trades at 5x) with assets that arent growing - do you see it"
X Link 2026-01-27T16:13Z [----] followers, [----] engagements
""i think i've eaten too much shitty software thats not growing" $CSU $ROP $TYL"
X Link 2026-01-27T16:20Z [----] followers, [---] engagements
"if you want to be short software private equity these are the names you short"
X Link 2026-01-27T16:23Z [----] followers, [---] engagements
"broken M&A algo software $CSU $TYL $OTEX $ROP TYL still 30x PE"
X Link 2026-01-29T16:40Z [----] followers, [----] engagements
"$sats is trading at an implied spacex valuation of approx. $450B. they just did a secondary round at $800B. IPO price talk (est. mid june) is in 1.5T+ area"
X Link 2026-01-30T18:36Z [----] followers, [---] engagements
"new post - $sats"
X Link 2026-01-30T19:04Z [----] followers, [----] engagements
"$sats - reuters out with spacex IPO story. $8B of EBITDA last yr / 50% EBITDA margins"
X Link 2026-01-30T21:35Z [----] followers, [----] engagements
"hyperliquid market pricing $1.5T june IPO $sats Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming meaningful but (ii) large https://t.co/EqWuut3SaT Farming pre-IPO stocks on Hyperliquid HIP-3 (SpaceX Edition) What if you could long SpaceX at under $400B and simultaneously lock-in a $1.5T valuation With HIP-3 markets reaching $4B in DTV we are reaching a point where (i) liquidity is becoming"
X Link 2026-02-01T22:47Z [----] followers, [---] engagements
"$sats new post - $sats https://t.co/zLbfCwZ6ou new post - $sats https://t.co/zLbfCwZ6ou"
X Link 2026-02-02T16:39Z [----] followers, [---] engagements
"$tyl - 26x PE.M&A frankenstein.serving a sector (schools / state / local government) that is budget constrained and would love to axe or squeeze you in any way they can"
X Link 2026-02-03T16:02Z [----] followers, [---] engagements
"$lz is at clear risk of getting chegg'd. still a lot of market cap. still a bunch of PE funds that couldnt exit sitting in the name though. at some point a MBO / LBO by existing PE names on cap table is on the table. probably lower though"
X Link 2026-02-03T21:32Z [----] followers, [---] engagements
"$sats the risk/reward at these levels is pretty great for longs. pretty awful for shorts/skeptics. the price is already baking in an extremely onerous outcome - stock is priced for the prior spacex valuation round + a big NAV discount. Obv an event-y / longer fuse name is susceptible in this type of tape https://twitter.com/i/web/status/2019491863380783490 https://twitter.com/i/web/status/2019491863380783490"
X Link 2026-02-05T19:22Z [----] followers, [----] engagements
"$bl - added to a small position as a software deal name. now medium. prayers are appreciated"
X Link 2026-02-06T18:44Z [----] followers, [---] engagements
"$sats NEWS: In a first for any Elon Musk company SpaceX has created its first Super Bowl ad for @Starlink. https://t.co/wDK0EFEhxn NEWS: In a first for any Elon Musk company SpaceX has created its first Super Bowl ad for @Starlink. https://t.co/wDK0EFEhxn"
X Link 2026-02-09T00:38Z [----] followers, [---] engagements
"👀👀. hyperliquid with more open interest and its trading at an implied $1.8T valuation for a June IPO (factoring carry cost) @origoinvest @ACapitalLP NEW IN: Theres now a 44% chance SpaceX closes day [--] of trading above a $2T market cap. This would make Elon Musk a trillionaire. https://t.co/lRlMbfFOQs NEW IN: Theres now a 44% chance SpaceX closes day [--] of trading above a $2T market cap. This would make Elon Musk a trillionaire. https://t.co/lRlMbfFOQs"
X Link 2026-02-09T01:22Z [----] followers, [----] engagements
"*CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNB *OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC $crwv $nbis $iren"
X Link 2026-02-09T15:02Z [----] followers, [---] engagements
"@Umbisam @Polymarket"
X Link 2026-02-09T15:18Z [----] followers, [--] engagements
"a messy part of private markets - many investment professionals get long their own funds on leverage. very common in private equity"
X Link 2026-02-09T15:51Z [----] followers, [---] engagements
"there it is *GRIMES RETURNS TO MORGAN STANLEY AS INVESTMENT BANKING CHAIR:FT *MICHAEL GRIMES RETURNS TO MORGAN STANLEY: FT *MICHAEL GRIMES TO LEAVE COMMERCE DEPARTMENT: SEMAFOR back to MS for the spacex IPO $sats $ms https://t.co/7EImPxFN0n *MICHAEL GRIMES TO LEAVE COMMERCE DEPARTMENT: SEMAFOR back to MS for the spacex IPO $sats $ms https://t.co/7EImPxFN0n"
X Link 2026-02-09T16:01Z [----] followers, [----] engagements
"round [--] is coming this year dont fight it $clbru $nwaxu $aexa $saaqu [----] thematic grift SPAC vintage shaping up nicely as these IPOs are getting done during some risk-off means lower $ price entry: $clbru $nwaxu $daaqu i view these as basically at 'cant hurt me' entry levels with big optionality [----] thematic grift SPAC vintage shaping up nicely as these IPOs are getting done during some risk-off means lower $ price entry: $clbru $nwaxu $daaqu i view these as basically at 'cant hurt me' entry levels with big optionality"
X Link 2026-02-09T19:20Z [----] followers, [---] engagements
"trying to catch the turn on $whr "
X Link 2026-02-10T16:21Z [----] followers, [---] engagements
"https://pchperspectives.substack.com/p/saas-self-help-not-so-fastr=6bm0z8 https://pchperspectives.substack.com/p/saas-self-help-not-so-fastr=6bm0z8"
X Link 2026-02-11T03:23Z [----] followers, [---] engagements
"i think there is a growing slice of the distribution that gets really freaked out by this in a systemic / macro way that we have not seen yet"
X Link 2026-02-11T15:20Z [----] followers, [---] engagements
"i could be wrong but have a feeling that $bill article was exit liquidity"
X Link 2026-02-12T02:59Z [----] followers, [----] engagements
"claude mark to market last [--] years of software take-privates. make no mistakes Unrelated to OP but where would these be trading today if public Unrelated to OP but where would these be trading today if public"
X Link 2026-02-12T03:03Z [----] followers, [---] engagements
"@dalibali2 i dont doubt they were in talks. moreso i think that dynamic has the potential cause a broken process at least for the time being. whats the right price other targets opened up for H&F now etc"
X Link 2026-02-12T06:04Z [----] followers, [---] engagements
"hyperscaler spending sentiment on the narrative see-saw: not getting cheerleading anymore given quantum warsh lingering overhang - market pricing in some probability of a shift in the yellen/powell status quo rolling AI disruption scares still early but politics later in yr"
X Link 2026-02-13T00:23Z [----] followers, [----] engagements
"some people went full send - AI is a total bust to white collar workers are toast and they should get on the bread line. lol"
X Link 2026-02-13T00:39Z [----] followers, [---] engagements
"this has to be on the bingo card for this year. i think there is a growing slice of the distribution that gets really freaked out by this in a systemic / macro way that we have not seen yet i think there is a growing slice of the distribution that gets really freaked out by this in a systemic / macro way that we have not seen yet"
X Link 2026-02-13T04:00Z [----] followers, [---] engagements
"we're already seeing it with people coming around to bonds and the safe-haven 'yield' equity sectors and ppl getting worried about large layoffs in tech. then we could get a whole flurry of worrying about how this is a macro problem caused by tech disruption not the typical inflation/liquidity/credit so who will save the day etc. https://twitter.com/i/web/status/2022160054712148237 https://twitter.com/i/web/status/2022160054712148237"
X Link 2026-02-13T04:05Z [----] followers, [--] engagements
"@buccocapital a down market due to macro / ai fears into new fed chair and midterm afterburners would be a nice slingshot to trade https://x.com/BillyTheKid_59/status/2022104354527047981s=20 hyperscaler spending sentiment on the narrative see-saw: not getting cheerleading anymore given quantum warsh lingering overhang - market pricing in some probability of a shift in the yellen/powell status quo rolling AI disruption scares still early but politics later in yr https://t.co/qRU6oIIcfH https://x.com/BillyTheKid_59/status/2022104354527047981s=20 hyperscaler spending sentiment on the narrative"
X Link 2026-02-13T21:19Z [----] followers, [----] engagements
"big picture for the year this would be a great setup if we get it. get positioning down and everybody scared about macro/ai/new fed chair. then kick it into gear q2 through midterms tough situation for the index. one outcome im considering - indices flattish to down 5-10% and market tests warsh to comfort the market in q2 (may) then liquidity afterburners get switched on into the midterms tough situation for the index. one outcome im considering - indices flattish to down 5-10% and market tests warsh to comfort the market in q2 (may) then liquidity afterburners get switched on into the"
X Link 2026-02-13T21:27Z [----] followers, [---] engagements
"some AI accel ppl have lost the plot a bit in their extrapolations: the core of white collar job compensation / value creation = company strategy + sales + R&D/development there will be productivity gains and less headcount in these functions but there is a big big asymptote in that extrapolation that ppl not accounting for IMO that is driving this freak out https://twitter.com/i/web/status/2023123888646074820 https://twitter.com/i/web/status/2023123888646074820"
X Link 2026-02-15T19:54Z [----] followers, [--] engagements
"the napkin math: $zm 21B mkt cap today with 8B net cash. anthropic stake worth $3B at latest val(350B / 35x 9-10B ARR; grew 100% between jun'25 and dec'25) IPO estimated for [----] if they grow 100% to 20B ARR (probably very conservative) in [----] and multiple holds steady its a 700B IPO. Thats puts anthropic at 20% of zm's market cap. If it trades to 1T anthropic is 35% of its market cap. If it trades to 2T 70% of zm market cap. chunky unpriced call option in a 10% FCF yield stock today. spicy https://twitter.com/i/web/status/2015843009599045668"
X Link 2026-01-26T17:43Z [----] followers, [---] engagements
"$ZM - Anthropic idk how this current round is rumored at 350B - seems way too low for biz that is humming and did 200% ARR run-rate last [--] months. trading for 500B+ on hyperliquid platform. maybe they ipo at 800B-1.2T if IPO mid-late [----] obv making some assumptions on growth here but doesnt seem crazy to me. https://twitter.com/i/web/status/2015903687026344005 https://twitter.com/i/web/status/2015903687026344005"
X Link 2026-01-26T21:44Z [----] followers, [----] engagements
"https://pchperspectives.substack.com/p/software-terminal-value-you-want https://pchperspectives.substack.com/p/software-terminal-value-you-want"
X Link 2026-01-27T16:14Z [----] followers, [---] engagements
"sats has the benefit of being the best pure-play though at this point. spacex is really the only thing thats moving sats stock right now (rest of biz is waiting for cash to hit the bank and spectrum to be sold). this baron vehicle (and other vehicles) have 80% in other equities that are moving around. https://twitter.com/i/web/status/2016192447563628931 https://twitter.com/i/web/status/2016192447563628931"
X Link 2026-01-27T16:51Z [---] followers, [--] engagements
"anthropic and claude code reloading the AI trade"
X Link 2026-01-27T17:58Z [---] followers, [--] engagements
"*ANTHROPIC TO DOUBLE FUNDRAISING TO $20B AT $350B VALUATION: FT *ANTHROPIC SET TO RAISE ABOUT $20B IN FUNDRAISING DEAL: FT there you go @DarioAmodei . could hvae taken val up to 425-450 though I have to imagine some ppl are trying to come over the top of this latest price talk of 350B round for anthropic feel growth investors can underwrite the public equity pricing for 700+ pretty easily shouldnt be that comfortable with a 2x in [--] months I have to imagine some ppl are trying to come over the top of this latest price talk of 350B round for anthropic feel growth investors can underwrite the"
X Link 2026-01-27T18:51Z [---] followers, [---] engagements
"$zm = 10% FCF yield growing 3-5% buyback + anthropic call option"
X Link 2026-01-27T18:54Z [----] followers, [----] engagements
"A LOT of software bonds and loans with charts like this $igv"
X Link 2026-01-27T19:10Z [---] followers, [---] engagements
"https://pchperspectives.substack.com/p/anthropic-raise-gtlb-youre-not-allowed https://pchperspectives.substack.com/p/anthropic-raise-gtlb-youre-not-allowed"
X Link 2026-01-27T23:35Z [---] followers, [---] engagements
"you should take a look at this post. a smart cookie has been buying dec and jan 40x65 and 50x65 1x2's the past two days. that's interesting @MrMojoRisinX"
X Link 2026-01-28T00:15Z [---] followers, [---] engagements
"*SPACEX WEIGHS MID-JUNE IPO: FT $sats aligns with my thinking on timing - june/july. will be here before you know it"
X Link 2026-01-28T15:28Z [---] followers, [---] engagements
"$meta q4 rev growth 23.8% YoY q1 estimate guide to 30%"
X Link 2026-01-28T21:46Z [---] followers, [---] engagements
"*ZUCKERBERG: WORK ONCE DONE BY 'BIG TEAMS' NOW DEMANDS [--] PERSON"
X Link 2026-01-28T21:48Z [---] followers, [---] engagements
"$meta - AI ROI *META CFO: ENGINEER OUTPUT HAS INCREASED 30% SINCE [----] *ZUCKERBERG: WORK ONCE DONE BY 'BIG TEAMS' NOW DEMANDS [--] PERSON"
X Link 2026-01-28T21:57Z [---] followers, [---] engagements
"*META CFO SUSAN LI: [----] AI INVESTMENTS WILL DRIVE ADS GAINS"
X Link 2026-01-28T21:57Z [---] followers, [---] engagements
"wow meaningful rug pull on these rare earth companies no"
X Link 2026-01-28T23:20Z [---] followers, [---] engagements
"big part of the MP pitch was the floor"
X Link 2026-01-28T23:21Z [---] followers, [---] engagements
"thesis changing for $mp longs if there's no floor. the pitch was 'the stock price floor is 50-55 given the guarantted government drmand at an above market rate'"
X Link 2026-01-28T23:30Z [---] followers, [---] engagements
"and now $mp issues a statement saying reuters is wrong"
X Link 2026-01-29T00:39Z [---] followers, [---] engagements
"Nvidia Microsoft Amazon in Talks to Invest Up to $60 Billion in OpenAI *NVIDIA OTHERS IN TALKS TO INVEST $60B IN OPENAI: INFORMATION + softbank on the tape with interest for another 30B + 10B from SWFs probably .so this 100B round is going to happen"
X Link 2026-01-29T02:59Z [---] followers, [---] engagements
"$pltr accelerated QoQ for [--] quarters in a row by ests that streak ends this q4 report (report on monday) and sequential decels for the next [--] qtrs"
X Link 2026-01-29T03:49Z [---] followers, [---] engagements
"new blog post coming soon - how the bond market is not pricing in a 'trump fed' . equity market participants have been taco'd and meme'd a lot. bond market not as much and that has implications.follow along"
X Link 2026-01-29T17:38Z [---] followers, [---] engagements
"$sats basically the spacex cap table = xai cap table. i dont think anyone involved is doing anything to destroy spacex equity value and their biggest winner ever. willing to give them benefit of the doubt. market assuming the worst"
X Link 2026-01-29T20:44Z [----] followers, [----] engagements
"it's elon valor atreides a16z fidelity sequoia founders fund.i think they know what they are doing and not jeopardizing a slam dunk IPO exit. let's see the dust settle"
X Link 2026-01-29T20:49Z [----] followers, [----] engagements
"@chamath whats the case for existing spacex holders this sounds like ppl on the outside trying to facilitate a transaciton that they can be part of since they havent wet beak with spacex already"
X Link 2026-01-29T23:17Z [---] followers, [----] engagements
"@EdLudlow @TheTerminal @DNair5 @kielporter @lorengrush im sure he's considered merging with neuralink and boring co as well. this seems more like a banker menu than their 'plan A'"
X Link 2026-01-29T23:24Z [---] followers, [---] engagements
"reminder - chamath is not on the spacex cap table and does not care what happens to spacex equity - trying to wet his beak by floating this transaction A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen it would also bring us one step closer to having one equity A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are"
X Link 2026-01-29T23:28Z [---] followers, [---] engagements
"@mc1243657 @chamath i dont think this is the base case - more likely bankers getting the menu prepared in case IPO window closes or something. it doesnt make sense. chamath doesnt care - he doesnt own spacex equity"
X Link 2026-01-29T23:33Z [---] followers, [--] engagements
"@origoinvest @elonmusk what are you implying"
X Link 2026-01-29T23:49Z [---] followers, [---] engagements
"@origoinvest @elonmusk elon has a lot more share at spacex. i see a case to get spacex/xAI public - get that market cap up and then merge with a much lower relative mkt cap at tsla. in which case he'd control all 3"
X Link 2026-01-29T23:54Z [---] followers, [---] engagements
"@mc1243657 @chamath does it there are multiple rumors out there - one for xai and one for tsla. both wont happen. xai seems more likely of the two if it were to happen"
X Link 2026-01-29T23:54Z [---] followers, [--] engagements
"@origoinvest @elonmusk possible. i have a hard time seeing him do 100% of tesla at this point. think it makes more sense to get public and raise a ton of $ with a premium spacex multuple and cleaner story (maybe + xai)"
X Link 2026-01-30T00:12Z [---] followers, [--] engagements
"if your bankers tell you that you can price at $1.5T and that the stock will trade up to $3-4T i'd want to get merger sub entities setup as well for all stock deals as well $sats"
X Link 2026-01-30T00:18Z [----] followers, [---] engagements
"*MICHAEL GRIMES TO LEAVE COMMERCE DEPARTMENT: SEMAFOR back to MS for the spacex IPO $sats $ms"
X Link 2026-01-30T00:50Z [----] followers, [---] engagements
"@mc1243657 @chamath i think 50% chance no deals before IPO 45% chance just xAI 5% chance tsla. after IPO anything is possible. if the stock trades up a lot anything is possible"
X Link 2026-01-30T01:15Z [---] followers, [--] engagements
"warsh is an investment banker turned policy person after getting a job in the bush white house at [--] - which coincided with him marrying into the lauder family (nice connect). he worked at morgan stanley for only [--] yrs before that out of school. i think he's a lot less 'set in his ways' than ppl think https://twitter.com/i/web/status/2017087323792691226 https://twitter.com/i/web/status/2017087323792691226"
X Link 2026-01-30T04:07Z [---] followers, [---] engagements
"morgan stanley executive director to fed chair"
X Link 2026-01-30T04:17Z [---] followers, [---] engagements
"agree. a key component is making the math of the FOMC work. warsh gives powell a lot more cover to leave than rieder or hassett Trump picking Warsh should mean that Powell will step down when his chair seat is finished in May rather than stay on until the end of his term in [----]. Warsh was already on the Fed. It would be bad form / precedent for Powell now to stay on as a governor when the new incoming Trump picking Warsh should mean that Powell will step down when his chair seat is finished in May rather than stay on until the end of his term in [----]. Warsh was already on the Fed. It would"
X Link 2026-01-30T04:29Z [---] followers, [---] engagements
"isaacman 🚀 spacex $sats Before the end of @POTUS' term @NASA will lay the foundation of a "transcontinental railroad" to Mars. By utilizing nuclear electric propulsion our nation will have the tools necessary to establish a Martian outpost and maintain American superiority in deep space. https://t.co/6a486bhbCm Before the end of @POTUS' term @NASA will lay the foundation of a "transcontinental railroad" to Mars. By utilizing nuclear electric propulsion our nation will have the tools necessary to establish a Martian outpost and maintain American superiority in deep space."
X Link 2026-01-30T15:04Z [---] followers, [---] engagements
"take a look at this math - the numbers have not really moved at all for $sats - plus these stories should move your IPO probability to close to 100% xAI SpaceX Merger Talks and what it means for $SATS holders xAI SpaceX Merger Talks and what it means for $SATS holders"
X Link 2026-01-30T15:17Z [----] followers, [---] engagements
"@chamath @teslayoda youre just making this up as you go arent you it would've been a lot easier for you to just invest in one of the many spacex rounds"
X Link 2026-01-30T16:37Z [---] followers, [---] engagements
"not friendly enough to invest in one of the many private spacex rounds where he couldve already made a ton of $. and not friendly enough that he has to make his pitch in public. he's been wrong for a long time where he called for a spinout of starlink going public separately - that never happened https://twitter.com/i/web/status/2017288032551121102 https://twitter.com/i/web/status/2017288032551121102"
X Link 2026-01-30T17:25Z [---] followers, [--] engagements
"what does the risk system say to do when gold falls 10% and an armada is heading towards iran and what does that mean for the close"
X Link 2026-01-30T17:53Z [---] followers, [---] engagements
"gold stocks and bonds all red today. risk has to come out of the market on a day like today"
X Link 2026-01-30T18:04Z [---] followers, [--] engagements
"you can buy a doubled layered fee spaceX SPV at $800B valuation or you can buy $sats that values spacex at 450B new post - $sats https://t.co/zLbfCwZ6ou new post - $sats https://t.co/zLbfCwZ6ou"
X Link 2026-01-30T19:25Z [----] followers, [----] engagements
"@hao1234399 the market knee jerk reacted in a ris-off market on a headline it didnt know how to price. now there's opportunity. happens all the time"
X Link 2026-01-31T04:40Z [---] followers, [--] engagements
"written on my blog in november prior to SpaceX $800B secondary spacex IPO talk and xai merger talk Did you see it $sats spacex xai tsla my latest post is out on sbstack - Trump 2.0: Elon M&A-palooza please subscribe/follow there. i plan to share more ideas / theses there vs. here going forward my latest post is out on sbstack - Trump 2.0: Elon M&A-palooza please subscribe/follow there. i plan to share more ideas / theses there vs. here going forward"
X Link 2026-02-01T02:59Z [---] followers, [---] engagements
"PSA: there is basically zero chance tsla merges with spacex prior to a june IPO. for that timeline your S1 has to be done and dusted by march/april. you dont just squeeze in a MOE with a public co. dumb story"
X Link 2026-02-02T01:08Z [---] followers, [---] engagements
"$intc is basically acting like tsla now. long in between earnings. flat to negative on earnings"
X Link 2026-02-02T17:21Z [----] followers, [---] engagements
"spacex - starlink - $sats We just took one more giant leap with @Starlink The fastest most reliable Wi-Fi in the sky is now on board 300+ planes nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft) by the end of this https://t.co/yLDggqvJRT We just took one more giant leap with @Starlink The fastest most reliable Wi-Fi in the sky is now on board 300+ planes nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft) by the end of this"
X Link 2026-02-02T18:03Z [----] followers, [---] engagements
"team pull up the ARR bridge from that [----] deal. we assumed what gross and net retention and how many new logo wins and what annual pricing escalator"
X Link 2026-02-02T19:06Z [----] followers, [---] engagements
"i am aligned with @origoinvest - very good outcome for $sats i'll post thoughts on this tomorrow SpaceX xAI Updated Merger Analysis for $SATS Numbers are coming in better than expected for $SATS holders if the reported figures are accurate (SpaceX $1T xAI / $250B) with an implied merger ratio of 80% and a Pro-forma 2.2% stake for $SATS in the combined entity This compares https://t.co/JLQ2e6ZxDR SpaceX xAI Updated Merger Analysis for $SATS Numbers are coming in better than expected for $SATS holders if the reported figures are accurate (SpaceX $1T xAI / $250B) with an implied merger ratio of"
X Link 2026-02-03T03:24Z [----] followers, [---] engagements
"in meetings all afternoon - i'll post thoughts on spacex and xAI news tomorrow - very outcome for $sats"
X Link 2026-02-03T03:25Z [----] followers, [--] engagements
"in meetings all afternoon - i'll post thoughts on spacex and xAI news tomorrow - very good outcome for $sats"
X Link 2026-02-03T03:31Z [----] followers, [---] engagements
"who wants a canadian shitco chock full of junk software"
X Link 2026-02-03T15:09Z [----] followers, [---] engagements
"important to consider the parties involved in xai and spacex all know how the first blackwell LLM (xai/grok) is tracking and is going to perform"
X Link 2026-02-03T15:49Z [----] followers, [---] engagements
"$sats Elon Musks SpaceX is seeking an early boost for shares after the rocket-and-satellite business makes its stock market debut later this year https://t.co/b6ihY4ebcC Elon Musks SpaceX is seeking an early boost for shares after the rocket-and-satellite business makes its stock market debut later this year https://t.co/b6ihY4ebcC"
X Link 2026-02-05T01:32Z [----] followers, [---] engagements
"$clbru - [----] capital is back with its latest SPAC - omeed malik don jr + this time featuring chamath on the board of directors. new IPO started trading yesterday i tucked away some units"
X Link 2026-02-05T17:43Z [----] followers, [---] engagements
"@CfaRoark any guesses sydney sweeney's new lingerie brand"
X Link 2026-02-05T18:45Z [----] followers, [--] engagements
"@EricTheUmpire think what might happen"
X Link 2026-02-05T19:36Z [----] followers, [---] engagements
"not at all what i'm talking about - i've said a reverse merger into spacex makes no sense and that whole theory was based on a dumb barron's article. my whole point on SATS is that it owns 2.8% of SpaceX now 2.2% of SpaceX/xAI. That equity is now 50% of SATS NAV. if the IPO prices anywhere near where the price talk is SATS NAV goes higher by 50-75%+ from current levels the rest of SATS is cash waiting to be deployed when other deals close in 12-24 months (SPAC-like) and some / spectrum assets that are being liquidated. https://twitter.com/i/web/status/2019496611634930048"
X Link 2026-02-05T19:41Z [----] followers, [---] engagements
"market thinks it has plausible deniability to think the fed is now hawkish and that software is totally dead. and pushing positions against those ideas until something causes it to pause"
X Link 2026-02-05T21:53Z [----] followers, [---] engagements
"claude code is the 'show me' that we've been waiting for in this AI cycle. and ppl now trying to call game on AI "
X Link 2026-02-06T13:51Z [----] followers, [---] engagements
"this AM bought back into HPC and compute trade that i had in august/september. crwv nbis iren are the main horses"
X Link 2026-02-06T16:42Z [----] followers, [---] engagements
"i have not been long these names since i got out of all compute exposure on the 'podcast tantrum' caused by altman. this is an int'g entry to me for following reasons: -huge capex spending confirmed claude code is game changer imop - oversold; ppl still selling some of these based on past BTC correlations - openai will likely announce their round and de-risk whole supply chain in next [--] days https://twitter.com/i/web/status/2019815096269361509 https://twitter.com/i/web/status/2019815096269361509"
X Link 2026-02-06T16:46Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing