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phil beisel
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phil beisel
@pbeisel
x-Apple / x-Rivian (tech team founder) Disruption happens. Optimism ahead. 🚀🇺🇸 My Articles https://t.co/wJtooyvaoc
Silicon Valley 가입일 Ocak 2008
798 팔로잉31.9K 팔로워

@ThierryBorgeat I agree, but there still has to be a there there, and there is a lot of there there.
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@SteveBowen426 I agree, it will small sales from employees and that won't flood the supply.
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@pbeisel You about gotta believe there won't be many sellers... the Elon fans aren't gonna sell, insiders and employees probably won't sell much, Baron isn't gonna sell, ARK, index funds and ETF's are probably net buyers... don't know who will do much selling...
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$SPCX packs an early punch.
It debuts (3rd day of trading) around the #5 position by market cap.
The public float is tiny (~4%), with most shares still held by insiders, including Elon (38%).
That cuts both ways. In the near term, the limited float is creating a powerful supply-demand imbalance. As lockups expire and more insider shares become eligible for sale, that scarcity gradually fades.
I can't say for sure what will happen, but this is a strong showing and momentum means a lot.

phil beisel@pbeisel
$SPCX #5. Overnight it pushed ahead of Microsoft.
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@pbeisel Just gone back below $200 in sell off end of session.
I’m waiting months until the index buying is done and share lockups start coming off: reckon I still have a chance of getting in around the IPO price. Some daft stuff here by retail.
$SPCX
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Now trading above Amazon and just below Microsoft. Well that was quick.

phil beisel@pbeisel
$SPCX market cap ~2.3T $TSLA market cap ~1.5T Most likely the #1 and #2 most valuable companies in the world by 2030 (and yes, they will likely merge). SpaceX shots on goal: • global broadband • global mobile connectivity • AI compute • industrialization of space Tesla shots on goal: • autonomous transportation • humanoid robotics • energy (solar + storage)
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@elonmusk That either means humans are efficient computing machines or very dumb. 😄
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@pbeisel There will be some red days ahead.
Good premium selling calls.
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$SPCX #5.
Overnight it pushed ahead of Microsoft.

phil beisel@pbeisel
Now trading above Amazon and just below Microsoft. Well that was quick.
English

NetP netp-app.com
I built an app, and I'd love for you to give it a try. A sneak preview!
Think of it as the world's best Internet speed test app. It measures the performance of your Wi-Fi, cellular or Starlink connection and lets you track it over time with detailed history and analytics (and community analytics too). If you're on Starlink, there are some unique features built specifically for you.
It's available now through Apple's TestFlight (their beta app platform*). There's a link on the page above. Right now it's available for iPhone, iPad, and Mac. If you run into any issues, just send me a DM.
The backstory: two things came together. First, I picked up a Starlink Mini in late April and became completely fascinated by understanding its real-world performance. Second, I wanted to learn the new way of building software— with AI, of course. So I decided to combine the two and build this app as both a passion project and a learning exercise. Cursor has been my AI coding companion throughout the journey. We have a bit of a love-hate relationship at this point.
So on this lazy Sunday afternoon, give it a try. Hopefully you'll get as addicted to tracking your Internet performance as I have. 😄
You can also follow the project's progress over on @netpapp.
*If you've never used TestFlight to get apps, its easy. Think of it like Apple's App Store for beta applications (net yet released). First its an app itself from Apple, so download and install it. Once installed, click the NetP link above and it should automatically invite you to download/install, that's it!

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@dblitz1969 @thejefflutz greenshoe option: The term comes from Green Shoe Manufacturing Company (now known as Stride Rite), which became the first company to allow underwriters to use this practice during its IPO in 1960.
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@pbeisel @thejefflutz Buddy, you’re dating yourself. Had you said Tom McCann we’d be in big trouble
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$SPCX market cap ~2.3T
$TSLA market cap ~1.5T
Most likely the #1 and #2 most valuable companies in the world by 2030 (and yes, they will likely merge).
SpaceX shots on goal:
• global broadband
• global mobile connectivity
• AI compute
• industrialization of space
Tesla shots on goal:
• autonomous transportation
• humanoid robotics
• energy (solar + storage)

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@spencerpratt Damn straight it’s ok. It’s better than ok. I love 🇺🇸
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@pbeisel So are you acquiring more shares of SPCX at current levels or you waiting hoping for a better buy in price?
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@CuriousPejjy @sundarpichai Of course! I felt the pit in your stomach from here, believe me.
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