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$SPCX · Alex outlines dual pathways to $1T revenue: Optimus/Tesla merger or Terra Fab replacing TSMC
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$SPCX···bullish· high· posdave blundin
Dave calls SpaceX a generational civilizational infrastructure company and his largest holding
SpaceX is a civilizational infrastructure company vertically integrating rockets, chips, and robots for the intelligence age; Dave holds it as his single largest position and advo…
Salem calls Liquid AI a favorite company after model merging breakthrough
Liquid AI's LFM-8B model merged with Qwen-27B demonstrates powerful model composability, creating a new identity and capability.
$BABA···bullish· mediumalex wissner-gross
Alex says Chinese open-weight models force Western labs to compete on cost and openness
Alibaba's Qwen 3.8 Max and other Chinese open-weight models create competitive pressure forcing US frontier labs to be capital-efficient and capability-maximizing, benefiting US c…
Alex's hot take: Hark spinout is financial engineering for Brett Adcock to increase Figure equity
Brett Adcock's Hark (web-browsing agent) is likely a recapitalization vehicle to buy more equity in Figure AI via a future reverse acqui-hire, mirroring Elon's X/xAI/SpaceX equity…
Alex argues Hark is a financial engineering vehicle for Figure AI equity recapitalization
Hark's computer-use agent is not competitively differentiated; its real purpose is to create a separate equity vehicle for Brett Adcock to later merge back into Figure AI and incr…
$GOOGL···bearish· highalex wissner-gross
Alex declares Gemini lost 'mandate of heaven' and Google is losing frontier model race
Google's Gemini has lost competitive mandate; DeepMind is eating Google internally but Gemini's annual release cadence is too slow versus monthly frontier advances, and cultural i…
Immad reveals Jeff Dean's recursive self-improvement startup funded by Vinod Khosla at $500M
Jeff Dean left Google after 27 years to co-found Discovery Loop, a public benefit corporation focused on recursive AI self-improvement, immediately backed by Vinod Khosla with ~$5…
$GOOGL···bullish· mediumsalim ismail
Salem urges Google to open-source Gemini and tie it to TPUs/GCP to win developer ecosystem
Google should open-source Gemini and bind it to TPU hardware and GCP compute to create a flywheel like Netscape/Firefox, leveraging its mission to organize world's knowledge and c…
$SPCX···bullish· highalex wissner-gross
Alex outlines dual pathways to $1T revenue: Optimus/Tesla merger or Terra Fab replacing TSMC
SpaceX can hit $1T revenue by 2030 either through Optimus robots taking over physical labor economy (Path 1) or by building Terra Fab to vertically integrate semiconductor manufac…
$NVDA···bullish· mediumalex wissner-gross
Alex predicts deep SpaceX-Nvidia partnership where Elon becomes 'American TSMC' giving Jensen leverage
SpaceX's Terra Fab could replace TSMC in a deep partnership with Nvidia, giving Jensen Huang leverage over TSMC and Elon a path to $1T revenue via semiconductor vertical integrati…
$TSM···bearish· mediumalex wissner-gross
Alex argues SpaceX Terra Fab could disrupt TSMC's foundry dominance with 10x scale
If SpaceX builds Terra Fab at 10-20x TSMC scale domestically, combining memory, compute, and fab, it could displace TSMC as the leading foundry, especially with Nvidia partnership.
$ASML···bearish· mediumalex wissner-gross
Alex says SpaceX free-electron laser EUV is a 'bullseye painted on ASML'
SpaceX's planned free-electron laser for EUV lithography at Terra Fab could radically reduce costs and disrupt ASML's monopoly on high-NA EUV tools.
$SPCX···bullish· high· pospeter diamandis
Peter confirms SpaceX is his single largest holding and urges long-term holding
Peter Diamandis holds SpaceX as his single largest investment and advocates a 'huddle' (long-term hold) strategy similar to Bitcoin maximalism.