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@mgregorio

rocket things | student of @realvision @arkinvest | marine veteran

Los Angeles, CA Joined Ağustos 2011
463 Following635 Followers
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Joel Pollak
Joel Pollak@joelpollak·
If Raman takes second and Pratt does not qualify for the general election, after days upon days of thinking he would, it will be the political equivalent of watching the Palisades burn again. If you can’t hold leaders accountable for their failures, then democracy does not exist.
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Oh Hi Mark
Oh Hi Mark@ColoradosMark·
@blondesnmoney This is everybody preparing to go all in on the spaceX ipo
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mark@mgregorio·
- The post is true: Scottish Mortgage Investment Trust (SMT) recently adjusted its SpaceX valuation to the IPO price, resulting in the holding comprising 21% of NAV as of June 3, 2026. - SMT shares are now trading nearly in line with NAV (around 0.5% premium/discount as of June 5), narrowing from prior discounts common in investment trusts. - This update follows earlier Q1 2026 valuation at $1.25tn, with the latest move reflecting verifiable IPO pricing rather than speculation.
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Xavier MacDuff
Xavier MacDuff@xvrmdf·
Criticise the SpaceX valuation all you like, but while you do so, be aware that Scottish Mortgage now has 21% of NAV in SpaceX (valued at IPO price), and is now trading in line with NAV. $SPCX
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mark@mgregorio·
@KobeissiLetter In the next chapter of Zuckerberg has no original ideas, I present to you
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.
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mark@mgregorio·
And there’s the bottom for btc
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mark@mgregorio·
@mrfundman Perfect timing for first lockup expiration 🤣
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mr fundman
mr fundman@mrfundman·
The information reporting that Tesla roadster demo supposedly pushed to August.. Thoughts? $TSLA
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formerlyOffline ✧.♡
formerlyOffline ✧.♡@formerlyoffline·
the purity talk on here is so tired, my husband will love me because i’m a slut, not in spite of
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OutspokenSamantha
OutspokenSamantha@Outspoken_Sam·
Nobody believes that Steve Hilton isn't in the lead for California Governor. And nobody believes that Nithya Raman is more popular than Spencer Pratt. Everyone knows that this is blatant corruption by Democrats - even the Democrats know that. This is why they need their base to be retarded. So that they'll believe whatever "truth" is manufactured by the Left, no matter how much evidence proves that the opposite is true.
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mark@mgregorio·
If they rig the election to prevent @spencerpratt from advancing to run off Probability I invest in a home in LA is precisely 0.00%
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Ted
Ted@TedPillows·
Stocks are dumping. Gold is dumping. Silver is dumping. Crypto is dumping. Bonds are dumping. Even Oil is dumping. If everything is dumping, where the hell is money going?
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Grant Hesser
Grant Hesser@GrantHesser·
Here's my assessment of what's going on inside Goldman and Morgan Stanley right about now around the $SPCX IPO. 1) The math isn't mathing for institutional investors to participate at $135/sh in the size they need them to. Research is being heavily pressured by banking to get more aggressive on their estimates/teach-in materials to try to make valuation make sense. It's not working. The biggest brass across the firms are now getting involved - Jamie Dimon & David Solomon are taking meetings - it's all hands on deck. 2) Accordingly, the bookrunners are increasing the % of the deal allocated to retail to 30%. Remember, it's the banks buying the shares from the company and if their largest institutional relationships aren't biting in the size they need them to - they have to find demand somewhere else they're going to be on the hook for the delta between $135/sh and wherever the stock trades multiplied by the number of shares left in inventory. Find the demand - whoever and whatever it takes. 3) Banks are also pressuring the index providers to create forced buying as well across a ton of indices and their associated products. This has worked in some places and hasn't in others (credit to S&P for their backbone here). This will create a large amount of demand but I don't know the math here relative to the float coming public - if anyone has seen smart math here please share. All and all, this is going to be a fascinating IPO to watch but I have next to zero interest in participating - I suspect I'm in the majority here.
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Danish Hussain
Danish Hussain@astrodanish·
The crazy thing is that the millionaires in elon companies, by and large, do not live like they’re rich either. Many have only 4 or 5 figures liquid and the rest is in company stock. I know many who could be retired young driving fancy cars in some coastal town, but they choose to work 60 hour weeks instead and store their entire net worth in the equity they’ve earned, because the mission is all that matters. We have big dreams and a long way left to go.
Elon Musk@elonmusk

Already have thousands of times over. My “net worth” is almost entirely due to my ownership stakes in Tesla and SpaceX. I have <0.1% that is cash. Tesla and SpaceX employees all receive stock/options and Tesla is >80% owned by retail investors and index/pension funds, so value increases apply >80% to them.

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mark@mgregorio·
@honeyNonABG 100% they need to take a hike
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Tony Seruga
Tony Seruga@TonySeruga·
Senate tells 80% of Americans to F*CK OFF! REJECTING the SAVE America Act as part of budget reconciliation, 48-50 — would’ve required voter ID and proof of citizenship nationwide. REPUBLICAN NAYS: Thom Tillis, Lisa Murkowski, Mitch McConnell, and Susan Collins.
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ThePersistence
ThePersistence@ScottPresler·
FAILED: The motion to attach the SAVE America Act to the budget reconciliation bill fails. ✅ 48 - ❌ 50 ❌ Collins (R-ME) ❌ McConnell (R-KY) ❌ Murkowski (R-AK) ❌ Tillis (R-NC)
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mark@mgregorio·
@scottmelker I tend to agree. If it’s not passed by July it’s over.
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
LATEST: 🚨 JPMORGAN SAYS CLARITY ACT FACES SHRINKING ODDS OF PASSING BEFORE MIDTERMS, CITING GROWING DISPUTES OVER STABLECOIN YIELD RULES
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mark@mgregorio·
Charles Schwab really sucks. E*Trade has SpaceX ipo listing available now but Schwab still does not.
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