Andrei Jikh

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...y buy. They just buy whatever buy the dream. And SpaceX has one of the government contracts, NASA missions, around $4 billion in revenue. That's a they made 11.4 billion in revenue with 63% profit margins. It's all really lot of money. It's called XAI, Elon's make money and then XAI kind of like actually being asked to buy right now at long as the markets stay strong. But in the Middle East because the longer many people to buy it. So, let me just to buy a Pokémon card. That card goes up $5,0

...f things like government contracts, NASA missions, reusable rockets, and last year they did around $4 billion in revenue. That's a lot of money until you realize that's only about a quarter of the company's total business. The second business is Starlink, which is that satellite internet provider. They have 10 million subscribers across 150 countries and they made 11.4 billion in revenue with 63% profit margins. It's all really impressive. So Starlink is actually genuinely doing really good.

...gest IPOs in history is going to be really hard unless you change the rules. Which means now your 401k might be the exit liquidity they need. Now the story gets even crazier because SpaceX is just the first company in line, but right behind it is OpenAI and Anthropic. They're doing their own IPOs and going public. So, we'll have three companies with a combined valuation of about $4 trillion. So, SpaceX, OpenAI, and Anthropic would leapfrog every other company in America, basically on day one.

...right now, stock market might already be starting stocks are actually going down than way, right now AI related stocks make up cap. 41 stocks out of 500, about half just hurt tech stocks. It will hurt going to get worse. Corporate earnings and Anthropic are counting on to buy their stock. That only exists as long as where do they go to get them? They sell Treasury bonds. So they sell US treasuries. And when you sell the US needs more buyers. And the way to get more buyers is to tempt them wit

Source argues index providers (NASDAQ 100, FTSE/Russell) are changing rules (e.g., public float requirements) to pull large private companies into major indexes, forcing 401(k)/passive funds to buy “overpriced” IPO shares, creating an exit/liquidity event for insiders. Mentions SpaceX and xAI as examples, but provides no verifiable IPO timeline or concrete, tradable setup beyond a broad ‘passive flows buy IPOs’ narrative.

Source argues index providers (NASDAQ 100, FTSE/Russell) are changing rules (e.g., public float requirements) to pull large private companies into major indexes, forcing 401(k)/passive funds to buy “overpriced” IPO shares, creating an exit/liquidity event for insiders. Mentions SpaceX and xAI as examples, but provides no verifiable IPO timeline or concrete, tradable setup beyond a broad ‘passive flows buy IPOs’ narrative.

Source argues index providers (NASDAQ 100, FTSE/Russell) are changing rules (e.g., public float requirements) to pull large private companies into major indexes, forcing 401(k)/passive funds to buy “overpriced” IPO shares, creating an exit/liquidity event for insiders. Mentions SpaceX and xAI as examples, but provides no verifiable IPO timeline or concrete, tradable setup beyond a broad ‘passive flows buy IPOs’ narrative.

Source argues index providers (NASDAQ 100, FTSE/Russell) are changing rules (e.g., public float requirements) to pull large private companies into major indexes, forcing 401(k)/passive funds to buy “overpriced” IPO shares, creating an exit/liquidity event for insiders. Mentions SpaceX and xAI as examples, but provides no verifiable IPO timeline or concrete, tradable setup beyond a broad ‘passive flows buy IPOs’ narrative.

Source argues index providers (NASDAQ 100, FTSE/Russell) are changing rules (e.g., public float requirements) to pull large private companies into major indexes, forcing 401(k)/passive funds to buy “overpriced” IPO shares, creating an exit/liquidity event for insiders. Mentions SpaceX and xAI as examples, but provides no verifiable IPO timeline or concrete, tradable setup beyond a broad ‘passive flows buy IPOs’ narrative.

Source argues a global bond-market stress/"breaking" narrative driven by rising yields, foreign selling of U.S. Treasuries (Japan, Saudi Arabia, India, UAE, Norway, Singapore), FX intervention (Japan selling dollars/Treasuries to support yen), and inflation pipeline pressure (PPI) that could keep rates higher for longer. Implied impacts: higher Treasury yields, stronger rate/FX volatility, downside risk to rate-sensitive equities, and potential bid for gold as a hedge.

Source argues a global bond-market stress/"breaking" narrative driven by rising yields, foreign selling of U.S. Treasuries (Japan, Saudi Arabia, India, UAE, Norway, Singapore), FX intervention (Japan selling dollars/Treasuries to support yen), and inflation pipeline pressure (PPI) that could keep rates higher for longer. Implied impacts: higher Treasury yields, stronger rate/FX volatility, downside risk to rate-sensitive equities, and potential bid for gold as a hedge.