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$SPCX · Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes
now playing · $SPCX
$SPCX···bullish· lowjohn coogan
SpaceX pioneering direct retail bond sales via X Money at 6% yield
SpaceX's $25B bond sale through X Money offering 6% yield insured up to $10M could raise billions directly from retail investors, bypassing traditional Wall Street channels and le…
$SFTBY···bullish· lowjohn coogan
SoftBank's 'goose not valued' thesis: value lies in compounding ability not current holdings
Masayoshi Son argues SoftBank's market cap should reflect the 'goose' (the engine that creates future valuable assets) rather than just the 'eggs' (current portfolio value), imply…
$AVGO···bullish· lowjohn coogan
Broadcom's OpenAI chip collaboration signals accelerating custom silicon cycles
OpenAI's 'Jalapeno' chip designed with Broadcom using AI agents in the loop demonstrates a tightening go-to-market cycle for custom silicon, a positive for Broadcom's ASIC busines…
$META···neutral· mediumjohn coogan
Meta smart glasses on perfect trajectory but not material to valuation
Meta's Ray-Ban smart glasses have sold 7 million units, tracking well against smartwatch adoption curves, but the business remains an accessories segment unlikely to move the need…
$SNAP···bearish· mediumjohn coogan
Snap's $100M Robert Downey Jr. partnership unlikely to drive Spectacles sales
Celebrity endorsement by Robert Downey Jr. for $2,195 Spectacles is a poor fit compared to Kylie Jenner's authentic content-creator alignment with Meta's glasses, making the spend…
$MU···bullish· mediumjohn coogan
Micron benefits from memory shortage as capital rotates from Apple
Memory shortage drives Apple price hikes and triggers a value reallocation where Micron's market cap rises as Apple's falls, reflecting tight memory supply benefiting Micron.