Would You Pay Your CEO $6 Billion to Sell the Company to His Other Company?
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
The Story of the Market Is Access to Capital, Not Its Cost
Anthropic needs Broadcom guarantees to obtain massive loans.
Love Musk or Hate Him, Here’s How I’m Building My SpaceX Position
Anthropic just filed a key financial doc, SpaceX reported earnings, and some investors are betting against Elon. Here’s what all that means for my position.
Elon Musk Just Predicted a Neocloud Bloodbath. CoreWeave Investors Should Listen.
AI demand may be booming, but SpaceX’s ability to shift GPU capacity gives it a flexibility most neocloud operators lack.
SpaceX Rocks Telecom. Here’s My Play on Tower Stocks and the Big 3
Elon Musk’s latest move could signal the future of telecom. Here’s how I’m trading the initial reaction.
Speculative SpaceX Price Target as Tesla Rumor Boosts Stock
Elon Musk’s space firm topped Wall Street expectations.
SpaceX’s Super-Sized AI Capacity Plans: 8 Key Items Shaping the Stock Market Wednesday
Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and other headlines are moving the market this morning.
Tesla’s Space-Age Car Creates Awe, the Chart Pattern Creates Opportunity
Let’s check out the ‘jumping’ Roadster vehicle and why I see a potential short-term trading opportunity in TSLA.
The Market Is Undergoing a Change in Character as AI Splits Into 2 Groups
The hyperscalers pay for AI out of their own cash. The companies that borrow to build it are starting to trade like rate-sensitive stocks.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.