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$SPCX · America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat
now playing · $SPCX
$SPCX···bullish· high· posgavin baker
Gavin Baker: SpaceX IPO near-term drivers are terrestrial compute and Cursor coding agent
SpaceX monetizes gigawatts at $50B/gigawatt (2-3x NeoCloud pricing) and can energize data centers faster than anyone; the next year hinges on how quickly they bring Colossus 3-10…
$NVDA···bullish· high· posgavin baker
Gavin Baker: Nvidia is the 'Porsche Cayenne Turbo' of AI compute — expensive but does everything
In a power-constrained world, customers will always pick Nvidia because it delivers the highest performance per watt; China's refusal to buy Blackwell despite export licenses is a…
$META···neutral· mediumgavin baker
Gavin Baker: Market skeptical on Meta's ability to monetize GPU assets; Zuckerberg will pivot
Meta's EV/net PP&E multiple shows immense skepticism about monetizing its asset base; management has only articulated 'personal super intelligence' but Muse Spark was an upside su…
$APP···bullish· high· posraphael vivas
AppLovin exec: $180B market cap, 70% growth, e-commerce at $1B run rate in year one, <0.1% market share
AppLovin's ad platform compounds at 70% YoY with $12B spend; e-commerce product hit $1B run rate in first year with thousands of advertisers onboarded; generative interactive and…