Quark201

@ChrisCamillo Kinda sounds like you’re sore over the lost opportunity, having been forced out earlier. Like you say, there are other opportunities—keep moving along.

The backroom financial engineering happening right now to help long-time SpaceX holders cash out anywhere near current $SPCX prices must be wild.

You dropped Ark VC’s SpaceX %age from 17 to 14 to 11, while SpaceX’s value was booming. Still is—now $2.7T as I write this. That’s a lot of return missed. 1) Why? Your stated aim early on was to keep companies thru their IPO. This was a great time to prove that! ) What’s the post-IPO %age?

SpaceX is now public. For ARK, this moment has been years in the making. We initiated our position in the ARK Venture Fund in 2023, long before the S-1 was filed, and have built conviction through every data point since. Our thesis has not changed: this is one of the most important infrastructure companies of our lifetime. $SPCX is now accessible in public markets, and ARK is invested in it across the ARK Space & Defense Innovation ETF $ARKX, ARK Autonomous Technology & Robotics ETF $ARKQ, ARK Innovation ETF $ARKK, and ARK Next Generation Internet ETF $ARKW.

@amitisinvesting A: a lot of entities. It’s a ‘buy it and put it away’ stock for the ages, feels like to many.

Took some trades on SpaceX $SPCX today. Bought and sold for a few bucks, but this thing is absurdly volatile, which ironically will attract many traders. 130M shares traded after 500M traded on Friday. Options open up tomorrow and I would bet that $SPCX is in the top 5 daily, like $NVDA and $TSLA, for most calls/puts traded every single day. Holding a $2.3T valuation on $20B of revenue, Elon said over the weekend he feels revenue can 50x by 2030 to $1T. Who’s buying? $SPCX +11%

@elonmusk So, already pursuing massive, vertically integrated solar panel production. Will the first large installs be on earth, or space?

@XFreeze I’d say raise your reality instead of lowering your expectations.

Elon Musk on happiness: “Happiness is reality minus expectations” Many people constantly re-baseline their expectations by comparing themselves to others. As a result, even when life is objectively good, many still feel unhappy If you watch Naked and Afraid, or try living in the woods alone for a while, you quickly realize how great modern civilization actually is. Most people want to come back to it pretty fast The more you lower your expectations to match reality, the happier you become

@wholemars Agent Orange, I see

off to a good start

By far the most important thing is the odds of success at beating the averages: almost zero. That’s why folks should concentrate on their careers instead, then saving and investing for the very long term. That’s how the vast majority of wealth is created. The financial sales industry doesn’t want people to know that, of course, as it would crush their revenue and profits.

Druckenmiller was asked what separates great investors from everyone else. His answer had nothing to do with intelligence. First: extreme passion. You cannot compete against people who love this business if you don't love it. They will outwork you, outthink you and outcompete you. Second: competitiveness. They have to be sore losers. They have to want to win badly enough that losing is genuinely painful. Then he got to the part most people get wrong. "I haven't even gotten to IQ yet. Anything over 125 or 130 doesn't help you. It's largely superfluous." Beyond a baseline, intelligence stops mattering. The edge is elsewhere. Third: ego that gets checked at the door. You can have one but you cannot let it anchor you to a position. The market does not care what you think you know. When things happen that you didn't anticipate and they always will, you have to be able to change your mind without inventing reasons to stay. Fourth, and the one most people never master: think against the crowd. "If you're in the crowd, those positions are already owned by everyone. It's not easy to fight your emotions and go against the crowd, but that is a big piece of it." Passion. Competitiveness. Humility. Independent thinking. Just those four things, done consistently for decades.

@FarhadMaghsoud1 @JamesLucasIT No, misspelled mayor, and Edit is n/av unfortunately.

@Quark201 @JamesLucasIT Yo homeboy, U tryna suggest a military junta headed by a mothafookin major?

This is what California looked like in the 40s

@ChrisCamillo I should trademark SpaceY and a SpaceZ.

Investors obsessing over the one stock they can’t buy. 4,000 they can. That’s where the next great trade sits.

@Jason I should put in a bid for all of it for $.00000005/coin.

Saylor drove bitcoin over 100,000 Looks like he’s gonna drive it down to 50,000

@amitisinvesting Like what? 🤣

so does anyone like Bitcoin anymore

@brian_armstrong Thank you for trying to get us to health span escape velocity.

Aging is arguably the root cause of most major diseases (loss of function in our cells). Four years ago, we made a bet that aging was treatable, and NewLimit was born. NewLimit now has a prototype drug that reverses the age of some human cells (restores function they had when they were younger), and a clinical trial scheduled for next year (with more drug candidates in the pipeline). Grateful to Founders Fund, Thrive, Greenoaks, and the rest of the investors for this latest round. @jacobkimmel and the team are just getting started.

I think that the arms of the K need to bend towards each other, or we’ll eventually have a revolution. How to do the bending? AI is going to create gigantic value, and equity ownership is how the upper arm bent increasingly away from the lower. So, some AI equity to the lower arm is a logical approach. How to do that then becomes the question—thru purchases with tax money? Donations from the current AI companies? Confiscation? Some other way? At a min8mum, we’re gonna see a lot of these debates, given the upcoming power of AI and the growing have/have not gap.

Hes doing this to shut AI down. Fuck you @BernieSanders.

@rohanpaul_ai Every vehicle will have FSD eventually—just have it obey the law.

Shenzhen Traffic Police using drones for enforcing traffics rules. imo, every major city in the world will have such drones soon.

@wholemars I directionally agree with Bernie, as getting the arms of the K to bend towards each other has to happen sooner or later, either way voluntarily sooner or involuntarily later. And sharing the huge coming value creation of AI is an obvious and promising way to do it.

If the government wants a stake in these AI companies, it should participate in the IPO. Diluting those who put their capital into the company as well as the employees without compensation is not right.

A criminal justice reset is decades overdue: preventing the crime from happening in the first place, finding the crime happening now, convicting the criminals, keeping them in prison so they can no longer harm society. We have let this disaster happen for far too long—time to level up.

This is almost unbelievable, but very real 😡

@Futurenvesting Why is the cost/Gw going up? More capable GPUs so the cost/compute is actually falling? Or something else?

Nvidia $NVDA CEO Jensen Huang just said future data centers will cost $80b - $100b per Gigawatt...

@Micro2Macr0 Sorry to hear about that Micro. Get well soon.

I haven't talked about this since my right nut surgery 😂,but I have a Lipoma in my right leg that has been growing and is pressing up against the femoral artery in my leg. I've been told it's NOT cancerous but won't know for sure until it's been removed. It's been bothering me more and more and now is causing stabbing pains in my leg. I will most likely have too have surgery soon. Just wanted to give you all a heads up if I go dark all of a sudden. I don't really pray 🙏 much, but I will gladly take all of them that anyone wants to give. Just in case things don't go well, I wanted to take the time to thank you all for the experience I've had both in here and YouTube. Love ❤️ you all.

IDK, but an ounce of prevention = a lb of cure says focus on the latter. I would include it in a mandatory Life Lessons course in high school or so—how and why our economy works, what you need to do to financially live comfortably, how to take care of your body and mind, the reasons people behave the way they do, the power of science and rational thought, etc. You know, all the things that are the most valuable foundational things to know, that often are only tangentially or accidentally taught so they take a lifetime of self discovery to learn.

$2,600 invested in Tesla’s IPO is worth more than $1 million today.