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····
←

joel shulman

T3 · host / generalist

Manages an ETF that held ~$300M in SpaceX pre-IPO (14% position), generated $130M profit, and now tracks SpaceX's Nasdaq 100 inclusion and fundamental thesis.

2 calls·2 names·100% bull·last heard last month·Bloomberg Tech
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

SpaceX Nasdaq 100 inclusion brings passive flows; fund manager sees 20x revenue growth

SpaceX dominates launch with 90% market share and 10x cost advantage over NASA, Starlink's 5-tier pricing model extracts maximum value across segments, and optional space-based data centers provide massive optionality. Raymond James has $800 target implying 20x revenue growth.

Bloomberg Tech2026-07→
2ndmedium conviction
$TSLATesla

RBC boosts Tesla target on potential SpaceX merger synergies

RBC raised Tesla's price target based on potential merger with SpaceX, seen as 25-30% accretive to Tesla stock, with analysts viewing the combination as a key catalyst.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$SPCX
···
SpaceX
HIGHjoel shulman·Bloomberg Tech·last month· position
SpaceX Nasdaq 100 inclusion brings passive flows; fund manager sees 20x revenue growth
SpaceX dominates launch with 90% market share and 10x cost advantage over NASA, Starlink's 5-tier pricing model extracts maximum value across segments, and optional space-based data centers provide massive optionality. Raymond James has $800 target implying 20x revenue growth.
"THE LAUNCH WHERE THEY DOMINATED 90%. THEIR COST SEVCON DOWN DOWN TO ABOUT 2000 PER KILOGRAM. NASA HAS GONE UP FROM 54,000 UP TO 58,000. THEY ARE THE COST LEADER. THEN YOU HAVE STA…"
32:42
$TSLA
···
Tesla
MEDjoel shulman·Bloomberg Tech·last month
RBC boosts Tesla target on potential SpaceX merger synergies
RBC raised Tesla's price target based on potential merger with SpaceX, seen as 25-30% accretive to Tesla stock, with analysts viewing the combination as a key catalyst.
"WE GOT RBC BOOSTING THE PRICE TARGET ON TESLA TODAY BASED ON THE POTENTIAL -- THAT IS ALL ANYONE WANTS TO TALK ABOUT OR HEAR ABOUT. THEY REALLY DO SEE IT AS 25% TO 30% ACCRETIVE T…"
21:57