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BullBear Alpha
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BullBear Alpha
@bullbearalpha
Visionary-led investing | Timeless insights from builders shaping tomorrow | Finance, economy, AI and the lives behind the markets.
Katılım Kasım 2025
349 Takip Edilen196 Takipçiler
@elonmusk
The frequent changes to the X Creator Revenue Sharing program are creating significant confusion and eroding trust among creators. While improvements are necessary, the repeated rule adjustments—often announced and then quickly revised following backlash—make it difficult for creators to plan and build sustainably.
A recent example was the March 25 announcement by @nikitabier regarding heavy weighting of impressions from a creator’s “home region.” Although intended to address engagement farming, the change risked harming legitimate global creators who reach wider audiences from smaller markets. The subsequent pause was appreciated, but such reactive adjustments highlight the need for greater stability.
Similar whiplash has occurred with AI video policies, Verified Home Timeline weighting, and other modifications. These announcements frequently appear underdeveloped and insufficiently considerate of creators’ real-world experiences.
I respectfully urge you to take creator feedback more seriously. Consider freezing core payout mechanics for 6–12 months to allow stability, testing major changes internally first, and providing clearer communication with adequate notice. Greater creator involvement in the process would also help ensure changes are effective and well-received.
The revenue sharing program holds substantial potential, but only if creators can rely on consistent rules. Stabilizing the program would enable us to focus on producing quality content rather than navigating ongoing uncertainty.
Thank you for your attention to this matter.
Fawaz
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@nikitabier @elonmusk @AngelaBelcamino If flooding the timeline is the issue, will this apply equally to high-visibility accounts that post at very high frequency?
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All aggregators had their payouts reduced to 60% this cycle. We will add another 20% deduction in the next cycle.
It became abundantly clear: flooding the timeline with 100 stolen reposts and clickbait everyday crowded-out real creators and hurt new author growth.
The next step is to assign a permanent deduction to habitual bait posters who use “🚨BREAKING”on every post.
X will never infringe on speech or reach—but we will not compensate for manipulation of the program or our users.
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Dom Lucre said he posted 100 times in a week.
Now that the money’s gone, so are the stolen clips every 15 minutes.
Funny how fast “content creators” disappear when the $ do.
Imagine if monetization disappeared entirely—this platform would look very different overnight.
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$NVDA isn’t just selling GPUs — it’s building a self-reinforcing AI ecosystem.
By investing across the entire stack, it ensures nearly every layer either uses $NVDA today or drives future demand for it.
This is more than dominance — it’s strategic positioning at the center of AI’s growth.
Shay Boloor@StockSavvyShay
$NVDA has built one of the deepest strategic investment portfolios in public markets with bets across nearly every layer of the AI stack: • Physical AI: Figure AI, Wayve • Nuclear Fusion: Commonwealth Fusion • GPU cloud: $CRWV, $NBIS, Nscale, Lambda • Chip Design & Manufacturing: $INTC, $SNPS, Groq • Networking & optics: $LITE, $COHR, $MRVL, Enfabrica • Foundation models: OpenAI, xAI, Mistral, Cohere, Perplexity Nearly every investment either consumes Nvidia GPUs today or helps create demand for more of them tomorrow.
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@TheLongInvest True over time—but ‘fair value’ itself isn’t static. Growth, liquidity, and narratives can keep things ‘overvalued’ far longer than expected.
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I have never seen an extremely overvalued position not pull back and revert back to its Fair Value
It’s impossible
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SpaceX is an incredible story—but investing isn’t just about the story, it’s about what you can actually value.
With limited transparency, long timelines, and heavy capital needs, the real question is: Are we being paid enough for what we don’t know?
Sometimes the better investment isn’t the most exciting one—it’s the one with clearer earnings visibility.
Adam Khoo@adamkhootrader
SpaceX Is launching a $1.75 trillion IPO, the biggest in History. In this video, I am going to breakdown the value you are getting for the IPO price, better alternatives to get exposure to the Space Economy as well as strategies to profit from IPOs. youtu.be/hky-Ag3F2Zc?si…
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Most participants anchor to current data. The real opportunity lies in anticipating inflections in fundamentals before they’re visible in the numbers.
The Long Investor@TheLongInvest
"Too many investors look at the present. The present is already in the price. You have to visualize 18 to 24 months from now what the world is going to be." - Druckenmiller It is almost next to impossible for this generation to think this way now Not by their own fault We are an instant gratification generation now You need to break out of this need for instant success to achieve the same standard as Druckenmiller
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@DomRocking_IT @elonmusk @nikitabier You don’t notice it because it doesn’t happen to you. That doesn’t mean it isn’t happening.
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Use 𝕏 Chat for messaging and voice/video calls.
Comes with this great benefit of actual privacy.
DogeDesigner@cb_doge
🚨 WhatsApp’s “end-to-end encrypted” privacy is a total lie. New class-action lawsuit just dropped: Meta secretly let employees, contractors like Accenture, and third parties read, intercept, and store your private messages WITHOUT consent. All while marketing it as “only you and the recipient can read it.” Zuck lied to billions. Your chats were never safe.
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@randolphodekhe @elonmusk @SawyerMerritt Both matter—GPUs create demand, but infrastructure decides who can actually scale.
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@bullbearalpha @elonmusk @SawyerMerritt you are wrong, without the gpu, what do you need to power, cool and so on.
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We need to focus on finishing Colossus 2 and ensuring it is extremely stable, then will build the water recycling plant
xAI Memphis@xAIMemphis
xAI is committed to building a state-of-the-art water recycling plant in Memphis. This plant will protect billions of gallons of water each year. The team is currently prioritizing other more immediate projects at the site but our plans to build the water plant have not changed.
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Every generation gets one company that redefines the horizon.
SpaceX might be ours.
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@DomRocking_IT @elonmusk @nikitabier Fair point—low-quality or spam content should absolutely be filtered out. But the concern is when legitimate creators get hit without clear reasons. That’s where transparency matters.
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@bullbearalpha @elonmusk I think @nikitabier make it clear: you post shit, and spam, you get blocked. Quite simple really. Trying to exploit a system is not adding value to any user. And they won’t let you do it.
Accept you can’t make a revenue here if you post shit with no value, and move on.
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@Benzinga I’ve seen this movie before—when sentiment turns, narratives get loud. What matters is whether $TSLA is still executing where it counts.
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Cathie Wood and her firm Ark Invest are continuing to buy Tesla Inc. despite growing skepticism on Wall Street. The latest purchase totaled about $11.4 million, adding to earlier buys this week and bringing Ark’s total Tesla purchases to nearly $28 million.
The move comes as some analysts turn more cautious. JPMorgan warned of rising inventory levels, noting Tesla had over 50,000 unsold vehicles at the end of Q1 and suggesting the stock could face as much as 60% downside.
Tesla shares have already been under pressure, falling more than 13% over the past month and over 20% year to date. That decline has created a clear split between short-term concerns and long-term conviction.
Ark is firmly in the second camp. The firm continues to bet on Tesla’s future growth drivers, including autonomy, AI, and robotics, while also pointing to a recent regulatory win tied to its Smart Summon feature.
At the same time, Ark trimmed positions elsewhere, selling shares in Roku and adding to other AI-related bets. The broader takeaway is simple. While sentiment around Tesla is weakening, Ark is using the pullback to aggressively increase exposure rather than step aside.
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@StockSavvyShay @FuturumEquities Starlink alone could justify a massive valuation if it reaches scale — recurring, high-margin, global. The real question isn’t if it’s big… it’s how the market even prices something this unique.
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Great to be featured on Reuters today discussing why SpaceX could become the biggest IPO in history.
Starlink is a big part of that case with ~9M users today, a path to 50M over time & the potential to become a $40B high-margin recurring revenue business while serving as a parallel communications layer for a more fragile world.
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@StockSavvyShay If AGI even approaches that scale, today’s ‘expensive’ AI names could end up looking cheap. The real question isn’t if—it’s who captures the value.
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$GOOGL DeepMind CEO Demis Hassabis says AGI could be 10 times bigger than the Industrial Revolution and arrive 10 times faster.
AI may feel overhyped today, but he believes the real scale of what is coming is still massively underappreciated over the next decade.
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@WOLF_Financial @ArkkDaily @DivesTech If this ever happens, it could be one of the most powerful vertically integrated tech platforms ever—AI, energy, autonomy, robotics, and space under one roof. Sounds ambitious, but so did $TSLA 10 years ago.
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DAN IVES SAID HE THINKS SPACEX AND TESLA $TSLA WILL END UP MERGING INTO 1 COMPANY
@DivesTech calls SpaceX "as disruptive a company as there is in the world" and that "the data center and space concept is real"
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@business @JonathanJLevin @opinion By the time retail gets access, the easy money is usually gone. The real question isn’t “should you invest?”—it’s “at what price?”
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With SpaceX, OpenAI and Anthropic expected to IPO soon, regular investors will finally get a chance to invest in some of the most-hyped companies in the world. But should they? asks @jonathanjlevin (via @opinion) bloomberg.com/opinion/articl…
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@wallstengine Benioff is partly right. Most layoffs are about cost discipline after over-hiring in 2020–2022. But AI is still a factor—it’s not the cause, it’s the accelerant.
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$CRM CEO Marc Benioff said blaming AI for tech layoffs is a “lazy way out,” arguing the bigger issues are “over-hiring,” cost pressure, and AI infrastructure spending. He said Salesforce kept engineer hiring flat while expanding its sales force by nearly 20%.
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@Polymarket Trust me, it’s real—but I can’t show you.” That’s not disclosure, that’s theater.
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BREAKING: Senator Babet announces "you would be very surprised who's not entirely human" — but says he can't disclose more because the alien hybrid program is classified.
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@Coinvo In geopolitics, truth is often the first casualty. Both sides shaping narratives—rarely the full picture.
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