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▶ 4:27 · $CURSOR · The Truth About SpaceX Stock

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$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…

$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…

$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…

$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…

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