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X @Nick Szabo
Nick Szabo· 2026-03-17 02:26
RT Nick Szabo (@NickSzabo4)"High ground?" The important question is who controls the low ground -- the *under* ground -- the caves dotted across hundreds of thousands of square miles of Iranian terrain. Iranian caves + Chinese parts for more drones and rockets = veto power over what ships pass through Hormuz. ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-03-14 05:03
.@NICKIMINAJ Absolutely spitting facts, Queen 👑Neurodivergents built the world the critics are still trying to tear down. Elon Musk — richest, smartest, and actually delivering rockets, EVs, brain interfaces, and free speech — is proof that “different” beats “normal” every single time.While the same voices cry about “pediatric cancer funding” they happily wasted trillions on forever wars and bureaucracy, Elon’s cutting the fat so real progress can happen.Thank you for standing up for minds like his (and you ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-03-04 15:13
“This is basically a car line that builds rockets.”@SpaceX, @MrBeasthttps://t.co/FRlqGQ1w2o ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-16 22:49
Find someone who looks at you the way Elon Musk looks at his rockets. https://t.co/c8fGa9NHDb ...
Baron Asset Fund Q3 2025 Performance Review
Seeking Alpha· 2025-11-13 07:30
Core Insights - The Baron Asset Fund underperformed for the second consecutive quarter, declining 4.23% in Q3 2025, while the Index gained 2.78% [3] - The underperformance was primarily due to the Fund's underexposure to Momentum, Beta, and Residual Volatility factors, which led the market higher [3] - The Fund's overexposure to Earnings Quality negatively impacted performance as lower quality stocks rallied during the quarter [3] Sector Performance - Stock selection in IT and Communication Services accounted for about three-quarters of the underperformance, with significant declines from Gartner, Inc. and StubHub Holdings, Inc. [4] - Weakness in Consumer Discretionary was broad-based, with notable declines from Choice Hotels International, Inc. and On Holding AG [5] - Financials were hindered by FactSet Research Systems Inc. and Morningstar, Inc., affected by industry-wide concerns regarding AI and a shift in investor focus [7] - Health Care showed solid stock selection, driven by strong performance from IDEXX Laboratories, Inc. [8] Key Contributors - IDEXX Laboratories, Inc. contributed 1.13% to returns, benefiting from improved foot traffic and revenue growth in its Companion Animal segment [9] - Amphenol Corporation gained 1.01% as expectations for data center spending rose, bolstered by a significant acquisition [10] - SpaceX reported substantial growth in its Starlink service and continued advancements in rocket technology [11][12] Key Detractors - Gartner, Inc. detracted 2.31% from performance due to disappointing earnings and decelerating contract value growth [13] - StubHub Holdings, Inc. faced challenges post-IPO, with investments impacting near-term results [16] - Verisk Analytics, Inc. was affected by a conservative outlook and concerns about the property and casualty insurance market [17]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-17 02:25
Find someone who looks at you the way Elon Musk looks at his rockets. https://t.co/atv57Gplcp ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-22 05:13
Space Exploration & Technology - SpaceX 火箭的演变是行业关注的焦点 [1] Company Focus - 该报告主要关注 SpaceX 的火箭技术发展历程 [1]
X @Elon Musk
Elon Musk· 2025-07-29 17:58
SpaceX does more meaningful, cutting-edge “research” on the advancement of rockets and satellites than all the academic university labs on Earth combined.But we don’t use the pretentious, low-accountability term “researcher”.Engineer. ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-03 04:02
When Elon Musk told friends he wanted to build rockets, a good friend of his sent him a series of videos with rockets blowing up. https://t.co/ic8mZILkKO ...