TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

dc

T2 · manager / operator
1 call·1 name·100% bull·last heard 4 months ago·Limitless Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SPCXSpaceXposition

DC bullish on SpaceX IPO, plans to participate

SpaceX's team and progress from Falcon 1 to Starship represent a unique civilization-scale opportunity worth investing in at IPO despite high valuation.

Limitless Podcast2026-06episode →

most discussed · click a bar to filter

  • $SPCX

recurring themes

  • Space Economy1
1 total
$SPCX
···
SpaceX
HIGHdc·Limitless Podcast·4 months ago·Money is Running Out for the Biggest IPOs in History· position
DC bullish on SpaceX IPO, plans to participate
SpaceX's team and progress from Falcon 1 to Starship represent a unique civilization-scale opportunity worth investing in at IPO despite high valuation.
"SpaceX is is most interesting. I've been a fan of them for as long as I can remember... when you consider what the future looks like in the case they succeed and when you consider…"
25:02
7
Space Economytailwind
Orbital data centers and robotics drive US industrialization
SpaceX's Starlink and future orbital data centers, combined with AI-driven robotics from OpenAI and Tesla, represent a massive capital-intensive industrialization of the US economy.