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$SPCX · The Truth About SpaceX Stock
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$SPCX···bullish· high· posjosh kale
Josh goes all-in on SpaceX: deca-trillion probability and Elon's execution edge
Josh believes SpaceX has a high probability of reaching a deca-trillion valuation based on historical scaling patterns of unicorns, and Elon Musk's unique ability to execute acros…
$SPCX···bullish· high· posunknown
Host holds SpaceX long-term but flags massive unlock schedule as near-term risk
Host is a long-term SpaceX holder who believes in Elon's execution, but warns that an aggressive unlock schedule (4.4x float in 90 days, 56% in 180 days) will create significant s…
$TSLA···bullish· highjosh kale
Josh: Tesla-SpaceX combined entity will dwarf Nvidia as world's most valuable company
Josh argues that a combined Tesla-SpaceX entity would surpass Nvidia as the world's most valuable company due to unmatched physical hardware operational capability and leadership,…
$GOOGL···bullish· mediumjosh kale
Josh: Google's vertical AI integration is slept on vs frontier lab IPOs
Josh believes Google is underappreciated as the only fully vertically integrated AI player with both distribution (Search, Android) and infrastructure (TPUs, data centers), positi…
$CURSORbullish· mediumunknown
SpaceX acquires Cursor for $60B using inflated stock: free frontier AI lab for Grok
SpaceX acquired Cursor for $60B using highly appreciated post-IPO stock, effectively getting a frontier AI lab with $2-3B ARR and a foundational model trained from scratch for fre…