shanti

T3 · host / generalist

Discussed semiconductor demand outlook, China's technological catch-up, circular financing in AI, and SpaceX's AI-driven valuation.

2 calls·1 name·0% bull·last heard 2 months ago·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

1stmedium conviction

$SPCXSpaceX

SpaceX shares track AI sentiment due to prospectus focus

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock, compounded by low float and upcoming share unlocks.

Bloomberg Tech2026-07episode →

most discussed · click a bar to filter

$SPCX

2 total

$SPCX

···

SpaceX

MEDshanti·Bloomberg Tech·2 months ago·Chip Selloff, SpaceX, and Apple's $5 Trillion Milestone | Bloomberg Tech 7/28/2026

SpaceX shares track AI sentiment due to prospectus focus

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock, compounded by low float and upcoming share unlocks.

"THE VAST MAJORITY OF WHAT THEY LAID OUT IN THE PROSPECTUS WAS RELATED TO AI SO EVERY TIME YOU HAVE AN AI WOBBLE IN THE MARKET, YOU SHOULD EXPECT TO SEE SPACEX DOWN A BIT BECAUSE T…"

10:44

$SPCX

···

SpaceX

MEDshanti·Bloomberg Tech·2 months ago·Chip Selloff, SpaceX, and Apple's $5 Trillion Milestone | Bloomberg Tech 7/28/2026

SpaceX tied to AI narrative; share unlock overhang weighs

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock; additionally, a large share unlock (north of 900M shares) creates supply overhang.

"THE VAST MAJORITY OF WHAT THEY LAID OUT IN THE PROSPECTUS WAS RELATED TO AI SO EVERY TIME YOU HAVE AN AI WOBBLE IN THE MARKET, YOU SHOULD EXPECT TO SEE SPACEX DOWN A BIT BECAUSE T…"

10:37

←

shanti

T3 · host / generalist

Discussed semiconductor demand outlook, China's technological catch-up, circular financing in AI, and SpaceX's AI-driven valuation.

2 calls·1 name·0% bull·last heard 2 months ago·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

1stmedium conviction

$SPCXSpaceX

SpaceX shares track AI sentiment due to prospectus focus

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock, compounded by low float and upcoming share unlocks.

Bloomberg Tech2026-07episode →

most discussed · click a bar to filter

$SPCX

2 total

$SPCX

···

SpaceX

MEDshanti·Bloomberg Tech·2 months ago·Chip Selloff, SpaceX, and Apple's $5 Trillion Milestone | Bloomberg Tech 7/28/2026

SpaceX shares track AI sentiment due to prospectus focus

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock, compounded by low float and upcoming share unlocks.

"THE VAST MAJORITY OF WHAT THEY LAID OUT IN THE PROSPECTUS WAS RELATED TO AI SO EVERY TIME YOU HAVE AN AI WOBBLE IN THE MARKET, YOU SHOULD EXPECT TO SEE SPACEX DOWN A BIT BECAUSE T…"

10:44

$SPCX

···

SpaceX

MEDshanti·Bloomberg Tech·2 months ago·Chip Selloff, SpaceX, and Apple's $5 Trillion Milestone | Bloomberg Tech 7/28/2026

SpaceX tied to AI narrative; share unlock overhang weighs

SpaceX sold itself as an AI company in its prospectus, so any AI market wobble hits the stock; additionally, a large share unlock (north of 900M shares) creates supply overhang.

"THE VAST MAJORITY OF WHAT THEY LAID OUT IN THE PROSPECTUS WAS RELATED TO AI SO EVERY TIME YOU HAVE AN AI WOBBLE IN THE MARKET, YOU SHOULD EXPECT TO SEE SPACEX DOWN A BIT BECAUSE T…"

10:37