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▶ 9:11 · $GPRO · Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN

now playing · $GPRO

Markiplier's 8% GoPro stake reveals product-led investment thesis before Starman acquisition

Markiplier genuinely liked the Mission One Pro camera, bought ~$10-12M worth of stock (8%) over spring/summer, then did a sponsored review; the subsequent Starman Optical acquisit…

$SPCX···neutral· mediumjohn coogan

SpaceX to produce turbine blades in-house, threatening Howmet oligopoly for AI data center power

SpaceX plans to manufacture single-crystal nickel superalloy turbine blades at a Bastrop, Texas foundry to accelerate natural gas turbine deployment for AI data centers by up to 1…

$HWM···bearish· mediumjohn coogan

Howmet Aerospace trades at 42x forward earnings, vulnerable to SpaceX turbine blade disruption

Howmet holds ~50% global market share in gas turbine components but trades at a premium 42x forward earnings; SpaceX's internal blade production could pressure the oligopoly, thou…

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