SpaceX
Search documents
X @None
Herbert Ong· 2026-08-16 14:50
AI compute might be turning into a whole new asset class!@CernBasher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in.Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce.Basically, finance AI infrastructure like we already finance airports, power plants and real estate.If that model takes off, it could change how Tesla, S ...
X @None
GEM HUNTER 💎· 2026-08-16 13:46
Market Trends and Historical Comparisons - Historical market crashes include the dot-com bubble in 2000 with a Nasdaq drop of 77 percent, the housing crisis in 2007 with an S&P drop of 57 percent, and the market correction in 2015 with an S&P drop of 22 percent [1] - The current market anticipates a potential AI bubble peak by the year 2026 [1] - A simultaneous decline across major technology firms including Apple, Nvidia, Amazon, Microsoft, and Meta could rapidly drive the S&P 500 index down to 6,000 [1] Investment Risks and Valuation - Upcoming initial public offerings from major entities such as SpaceX, Anthropic, and OpenAI are projected to coincide with peak market greed and maximum valuations [1] - Current market rallies may represent a precarious period preceding a significant economic collapse and the creation of exit liquidity [1]
X @None
Ivan on Tech 🍳📈💰· 2026-08-16 13:34
Market Trends & Macroeconomy - Bitcoin remains around the 200-week moving average while still in a bottoming formation and accumulation phase [1] - Favorable Consumer Price Index data eases pressure on the Federal Reserve to hike interest rates, driving overall US stock market gains [1] - Institutional interest expands as Fidelity Spot Exchange-Traded Fund rises, Fidelity starts staking Ethereum, and Goldman Sachs enters the Bitcoin market [1] Industry Dynamics & Investment Opportunities - SpaceX and artificial intelligence sectors emerge as primary investment focuses, with strategic pivots toward artificial intelligence and a projected target of 300 billion US dollars annual recurring revenue [1] - Traditional and crypto financial institutions anticipate regulatory shifts, including major upcoming cryptocurrency plans from the Securities and Exchange Commission [1] - Market sentiment exhibits extreme greed with zero fear, prompting investment reallocation toward traditional stocks while monitoring various altcoin ecosystems including Solana, Cardano, and Ripple [1][2]
X @None
Elon Musk· 2026-08-16 06:31
RT None (@None)Falcon 9’s first stage lands on the Of Course I Still Love You droneship https://t.co/XWTfEHhqJp ...
X @None
Cointelegraph· 2026-08-16 05:30
Investment & Portfolio - Harvard announced an investment of 2.2 billion dollars in SpaceX [1] Industry Dynamics - Higher education endowments are allocating capital to the commercial aerospace sector [1]