TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$PL · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
now playing · $PL
$PL···bullish· high· poswill marshall
Marshall: AI + daily earth imaging unlocks $75-100B market for planetary intelligence
Planet's 200-satellite fleet images entire Earth daily creating a time-series dataset; applying LLMs to this imagery unlocks agriculture, energy, civil government, and security ap…
$PL···bullish· high· poswill marshall
Marshall: Space-based data centers become economic when launch costs hit $200-300/kg
Launch costs have dropped 10x in a decade to ~$1,000/kg; Starship trajectory suggests $200-300/kg in 2-3 years, making orbital data centers cheaper than terrestrial due to 5x sola…
$GOOGL···bullish· mediumbrad gerstner
Gerstner: Google hasn't sold a single Planet Labs share since IPO
Google remains Planet Labs' largest single investor and has not distributed any shares post-IPO, signaling long-term conviction in the space data and planetary intelligence thesis.
$SPCX···neutral· mediumbrad gerstner
Gerstner: SpaceX IPO would need quadrillion valuation to match historical public-market upside
Historical mega-caps (Google, Meta, etc.) went public at few billion, not trillion; SpaceX at current ~$200B+ valuation has already captured most upside privately. For public inve…
$NVDA···bearish· highandrew feldman
Feldman: Building GPU-like architecture has near-zero odds of beating Nvidia
Nvidia has captured all low-hanging fruit in GPU architecture; any competitor building a similar architecture cannot achieve 20x differentiation. Cerebras chose wafer-scale + near…
$CBRS···bullish· high· posandrew feldman
Feldman: Cerebras wafer-scale architecture delivers 15-18x inference speedup vs GPUs
Cerebras solved the memory-compute bottleneck by building a dinner-plate-sized chip with memory adjacent to compute, enabling real-time AI inference that GPUs cannot match; OpenAI…