SPACEX · SpaceX

...hortened the release cycle public software stocks continues to have have problems selling its assets. During no longer measured against a volatile Owl's funds, the OCIC fund, raised 500 was caused by index funds selling stocks to make room to buy SpaceX. Although supposed stock jockeyies are all benchmarks. This is way past FOMO. This decline on Friday was stock selling to stock market's liquidity. If the choice is buy an index versus pay for a fund hugging an index, I would just say buy stoc

...UL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data centers. We also cover OpenAI’s reported data center deal and S-1 filing, Anthropic’s Fable 5 model, and Apple’s WWDC updates on Siri. ------ TIMESTAMPS 0:00 SpaceX IPO Frenzy 3:19 AI Da

...three, of course, MCI, Footsie, and S&P go public, MSEI's approach to large before I joined. MSEI has not changed four consecutive quarters of GAAP You have Footsie Russell. So they've it quite quickly. Then you have NASDAQ. This is the exchange SpaceX trades on. the NASDAQ 100. That's what we're NASDAQ 100 because SpaceX is so large, right? It gets up to the NASDAQ 100. And is QQQ, which tracks the NASDAQ 100, that's going to be legally forced to buy index regardless of the stock's Open AAI,

...as going to IPO. The exit was always going to be the IPO, right? And whether they IPOed or basically IPOed every single facet of SpaceX separately, it didn't really matter, right? That's where I thought our heads were at the time is that we have Starlink that can IPO. We have all these technologies that are offshoots of the master rocket company that they might IPO independently. >> Yeah. I mean, it it really doesn't matter either way, right? The bottom line is we were investing early knowing

...n they just say buy the tractor. It's good. >> There's another big push right now for microats to be an alternative to GPS in a way that they can actually provide subcm resolution effectively replacing both GPS and RTK using a a mesh network from SpaceX launched or actually SpaceX. I don't know if SpaceX has looked at doing this, but um I know that there is a very wellunded company that is trying to put up microats to basically replace GPS and RTK. Doesn't that ultimately kind of wash out the

...resenting almost stocks at the top of the index include Meta Platforms, Micron, and AMD, which thus AI chip fuses a tiny CPU and memory the top of the NASDAQ 100 are about to precisely. So this selling will happen because if everyone keeps buying SpaceX, OpenAI and Anthropic stock after they sales of the existing top stocks, which every stock at the top of the NASDAQ 100 is about to go on sale, which stocks are the best ones to buy? Well, I did some answers. So, here's what I'll be buying. si

...me reading. He says, quote, "The AI satellite is much simpler than a Starling satellite. The AI satellite is essentially a lot of solar cells. You still need some laser links, but you don't have all the super complex antennas that you have on a Starlink satellite. It's easier to design than uh than the AI satellite. It's a lot bigger. A lot of this technology already exists with Starlink V3. So, here he is. Uh he's making it real. That's what he does all the time. Build the tech to make it re

...$50 billion per gigawatt. And so the the actually you know ironically um kind of like people including us had always thought well actually the first call it even five years of SpaceX once it's a public company it's going to be all about kind of Starlink and the profitability of Starlink and the great return on capital characteristics of Starlink. But here they have this on the ground terrestrial data center business that because they're monetizing it's going to look really profitable as in th

...stent. Amazon's going into the red based on its free cash flow. But if we look at Amazon and the strength of this company, all the markets that they're in, to me, it's like a less expensive SpaceX. They really have almost everything. They have a Starlink business like Leo. They have Zuks, which is robo taxi. They have an enormous robotics business. Amazon has millions of robotics and they're going into all sorts of different types of robotics. Amazon, of course, has their logistics. They have

Before You SpaceX, Watch This Before You SpaceX, Watch This risk on two stocks that I think are still be a terrible trade if the revenue for a company that still lost last year's revenue. Now, I'm not saying SpaceX AI revenue to increase 100fold by appetizing for...

.... So, who's the buyer for that? Is it is it retail? Is it uh you know what? You you've got to make a a business case in the public market that can show that this business is worth the discounted value of its future cash flows. And so whether it's SpaceX or Enthropic or so forth like can that case be made? We'll see six months after or so I know they're playing with the uh uh with the lockups to kind of drag that out but we'll we'll see what the public market thinks of that. >> Okay. B So we h

...fficially start selling to the Google's already publicly traded so not data? Can it use the API? Can it spend companies would be doawling along still. want to become the longevity hub. We're incredible, right? Google just bought to see, you know, SpaceX AAI, Open AI, >> buying opportunity. >> Buying opportunity. Okay. We'll talk matter in fairly short order. Enthropic just published what I think is probably one of the most important documents an AI company has ever released. More than 80% of