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▶ 128:00 · $APP · AppLovin exec: $180B market cap, 70% growth, e-commerce at $1B run rate in year one, <0.1% market share

now playing · $APP

$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…

$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…

$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…

$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…

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