PapiiLlame

5.2K posts

PapiiLlame

PapiiLlame

@PersonClone

Just here to correct people

Beigetreten Ocak 2022
239 Folgt68 Follower
Angehefteter Tweet
PapiiLlame
PapiiLlame@PersonClone·
@raptalksk Can any moment actually ever top this?
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hasanabi
hasanabi@hasanthehun·
if you oppose israel as a politician or a public figure, a lot of political operatives & mainstream publications will actively try to humiliate & make a lesson out of you. just remain steadfast and remember, no amount of manufactured outrage will wash the blood off their hands.
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Championship Rounds
Championship Rounds@ChampRDS·
Bryce Mitchell went OFF on the Trump Administration for holding UFC fights at the White House during a war 😳 "It's bullsh*t... this nation's not about cage fighters. This nation's about freedom. They're taking our finest resources in the middle of World War 3 and dedicating it to a sporting event. We're bombing innocent children in another country, and instead of focusing on that... 'oh we're gonna have a birthday party for Donald Trump'. It's not fair that the government does that, on our taxes and our resources." (via @sneako)
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Mohamad Safa
Mohamad Safa@mhdksafa·
As someone works in human rights, I’ve never seen anything like the Epstein files in my 15-year career Raped Cannibalized Trafficked Filmed Terrorized Tortured Murdered 13, 14, 15 year children Jeffery Epstein has every major politicians and billionaires on video doing something terrible to a child or to multiple people. THOUSANDS have been arrested for criticising Zionism. THOUSANDS have been arrested for social media posts. ZERO have been arrested for raping children. The bottom line here is the world system has become so corrupt that the time has come I think to clean the crap out of the stables and start over. I don't understand how we're not having a global revolution right now.
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PapiiLlame@PersonClone·
Does everyone know what is the GDP formula? Like fundamentally, what goes into it?
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PapiiLlame@PersonClone·
@AurelianZiz @JideLambo That TAM itself doesn’t justify the Market Cap, the TAM is largely over indexed towards xAI, which is the biggest money sucker of SpaceX.
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Austin Zizzi
Austin Zizzi@AurelianZiz·
@JideLambo Space x launches 90% of the worlds rockets from earth. Space is maybe the largest untapped market and space x holds an overwhelming dominate position with no competitors. The company is only going up from here
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PapiiLlame@PersonClone·
So y’all buying a 100x Revenue stock, and you won’t be able to sue Elon for crashing the plane?
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Dami-Defi
Dami-Defi@DamiDefi·
Realising Apple went public at under $2 billion and 15 times revenue in 1980. SpaceX wants you to buy at $2 trillion and 100 times revenue in 2026. That is not getting in early. That is being the exit for venture capitalists who have held this equity for years at a fraction of what you are being asked to pay. Almost none of the retail investors buying this IPO will read the 300 pages before the book closes on June 11. That is your entire competitive advantage right there.
Dami-Defi@DamiDefi

x.com/i/article/2062…

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PapiiLlame@PersonClone·
At some point it has to hit y’all why is he giving 30 fucking % of the IPO raise to retail. It’s like all of Americans became the walking dead zombies. SpaceX IPO is a mother of a Ponzi scheme. It’s clear that people analyst with clear conflict of interests are hyping it up, because they need retail investors to bite. I’ve heard so many live air analyst hype it up, and give bullshit excuse why they’re not putting money behind it. Take your money, and go get you a boring stock that’ll emerge from this clusterfuck.
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PapiiLlame
PapiiLlame@PersonClone·
Are analysts and retail investors only now realizing that giant software incumbents with massive balance sheets were never going to sit on the sidelines and let AI-native startups take their lunch? I've said this before: many investors have dramatically underestimated the ability of incumbents to defend their turf. Distribution, customer relationships, cash flow, and embedded workflows matter. A lot of the capital chasing nascent, unproven AI tools is going to learn that lesson the hard way.
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PapiiLlame
PapiiLlame@PersonClone·
SpaceX may ultimately justify its valuation. I genuinely hope it does. That said, paying what amounts to an extraordinary multiple for a company that remains unprofitable, based largely on ambitious long-term TAM assumptions and massive future market opportunities, is the kind of market optimism (borderline hysteria) that makes me uneasy. My concern isn't that SpaceX is a bad company. It's that even great companies can become overvalued. When investors become willing to pay almost any price for a compelling narrative, valuation discipline erodes, and markets become increasingly vulnerable to disappointment. If those assumptions prove wrong, the resulting correction rarely affects only those who bought in.
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PapiiLlame
PapiiLlame@PersonClone·
Does Barry Weis and CBS realize people watch the celebrity and reliable journalist over the unreliable network? CBS is going to become worthless to Ellison real quickly, when all these newscasters go elsewhere and peel audience away.
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Russell Wilson
Russell Wilson@DangeRussWilson·
Thank You, Football. Love, #3
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PapiiLlame@PersonClone·
@KendrickPerkins I know Perk trying to curse the Knicks, like he did to TWolved and Thunders. I see what you doing big man!
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PapiiLlame@PersonClone·
Not saying Drake London don’t deserve to be 3rd highest paid receiver in the league. He’s extremely talented and absent injuries, he’s been pretty good 70%+ of the times. The glaring point is in 4 years he has 0 pro bowls, 0 All pros, never led the league in major statistical categories (came 4th in Rec. Yards 2024), and highest top 100 finish was 97th. We’ll see if it’s a bargain in a year or two.
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Bleacher Report
Bleacher Report@BleacherReport·
BREAKING: Eagles are trading A.J. Brown to the Patriots for a 2028 1st-RD pick a 2027 5th-RD pick, per @RapSheet & @TomPelissero 🚨 Drake Maye finally gets his WR1 🔥
Bleacher Report tweet media
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PapiiLlame
PapiiLlame@PersonClone·
@redraiderman1 Y’all nonchalant, underachieving niggas are sad.
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