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shanti

T3 · host / generalist

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

1 call·1 name·0% bull·last heard 14 days ago·Bloomberg Tech
track record

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

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$SPCXSpaceX

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.

Bloomberg Tech2026-07→

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$SPCX
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SpaceX
MEDshanti·Bloomberg Tech·14 days ago
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