Fill Muhcrackin

@TriplePlayHQ @InTheAssembly AI Slop

Solid thread, but let’s pump the brakes on the regret narrative. 🚀 SpaceX at ~$1.75T isn’t “fully priced” — it’s a bet on reusable rockets dominating launches, Starlink scaling globally, Starship to Mars, and massive AI/data infrastructure upside. Doubling (or more) over years isn’t nothing when it’s executing at this level. Small caps like VELO, RDW, BKSY, GHM are interesting satellite/supply chain plays and could rip on SpaceX tailwinds (some already have SpaceX ties). Asymmetric upside exists there for the brave. But many are still burning cash and face execution risk — not automatic 5-10x. Retail often regrets chasing hype and overpaying for unproven small caps that dilute or miss. SpaceX is the category king. Both can coexist. Diversify smart, not FOMO. What’s your biggest SpaceX catalyst post-IPO?

SpaceX is about to be the largest IPO in human history. But here’s the catch… It’s also going to be the trade most retail investors REGRET for the next 5 years. Here’s why, and the 4 space stocks I’m actually paying attention to instead: On June 12, SpaceX will list on Nasdaq under the ticker SPCX. The expected valuation is around $1.75 trillion. That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth. But even if SpaceX doubles from there, your return is 100%. In the same window, a small cap space stock with the right setup can do 5x or 10x. The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO. You are buying a fully priced, fully discovered, fully institutional name on day one. The real money in space is not SpaceX. It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades. Here are the 4 I am watching: VELO Velo3D 3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market. RDW Redwire Space The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs. BKSY BlackSky Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog. GHM Graham Corporation Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name. Most of these sit between $1 billion and $4 billion market cap. Meaning even if they 5x to 10x from here, they would still be relatively small businesses. That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years. At The Assembly, we are a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is EXTREMELY important. If you are not following us yet, you will understand later why that was a mistake.

@OldHeadHST @fbgwayno haha, gay

@fbgwayno He's not a joke compared to you or me. You and me are nobodies on Twitter. He's living out his dreams. What do you have to show for besides tweets? Nothing

do you guys think chalamet is realizing in real time that everyone thinks he’s a joke

@SexOffenderX @Hotchkiz Clarkson and his TG friends literally campaigned on the TV for remain, you fucking dipshit. youtube.com/watch?v=drlJ2j…

@Hotchkiz You are referring to the Clarkson who backed Brexit aren't you? He got what he wished for.

Everyone should watch Clarkson’s Farm and start harassing politicians about stupid laws that put unreasonable regulations on rural people.

@olmcdonaldcieio @titivilis @NathanJRobinson So confident and yet so wrong.

@titivilis @NathanJRobinson Socialism doesn't mean "the stats doing some stuff here and there." Socialism bans private capital as such. It is a wholesale replacement of private exchange for public planning.

Socialism does not assume this and Hayek didn't know what he was talking about

@arthurcolle @nntaleb @WolframResearch Finance bros are dipshits to a man.

@nntaleb @WolframResearch @nntaleb What was missing to make it work? Banks have great datasets (not exactly "open" even across the firm though) + solid model makers / calibrators (although, again, largely tied to asset class/ vertical)

It is even more mind-blowing that, in finance, we tried and FAILED to make it work 30 years ago --in the mid-1990s there were ~$299 or $399 neural net packages for @WolframResearch's Mathematica that just do this algorithm.

@YourMomDave1 @NicholasDClay @HowlingToad @LinkofSunshine Wow, very convincing stuff. Totally relevant to the points the other dude made. You are really smart!

@Deez69Nutts @NicholasDClay @HowlingToad @LinkofSunshine I mean do you somehow operate on the assumption that conceptions of IP rights aren't flexible, and that we can't just decide how we want them?

It’s soooooooooooooooo over im ngl

@YourMomDave1 @NicholasDClay @HowlingToad @LinkofSunshine I bet you thought that was a really smart reply.

@NicholasDClay @HowlingToad @LinkofSunshine IP rights are a social construct. It is whatever we think it is

@JsonBasedman @RGW_TF93 @arowx Incredibly braindead response.

@RGW_TF93 @arowx it's happening in the universe, it is physics.

The existence of infinite zoom cellular automata troubles me deeply. Many go about their lives without knowing about this.

@Drayano60 This year my ass

I turned 30 today... I've been doing these mod projects on-and-off since I was 16, so it's been a while lol. I'm always happy to have so many people playing my projects and being excited for them, so thank you all for sticking around :) Definitely gonna get AC done this year!

@vorkarll @_Dingo6 @MandelaFace Blacks say the funniest things

anti-indian racism is so beautifully, childishly pure. they speak english, they're here legally, they work, they don't commit terrorism, they're not in gangs. people just don't like them because they're brown and have weird names. it's like how a Planeteer would explain racism

@SteadtlerA58435 @UrbanCourtyard @sp00kybrando @dock_it_ Yeah bro that woodchip McMansion is the same as the 5 century old manor house, lmao.

@UrbanCourtyard @sp00kybrando @dock_it_ (now check the price of a comparable sized house in Houston...)

Edinburgh, Scotland, shows that when you stack apartments, join them wall-to-wall, and build them right up to the property line to form courtyard blocks ...

@AmericansRback @joeroganhq Putin invaded you fucking mong.

@Deez69Nutts @joeroganhq How is this anything like Hitler? You obviously don't know the measures Putin has went to to try and stop this war from ever starting.. again we have problems in America that need to be dealt with before sending our money to Ukraine.

Fuck you people. - All sane people.

@Inevitablewest Wow, a bunch of retards signed a petition. Shocking!

🚨BREAKING: Petition calling for a General Election SMASHES through 400,000 signatures and is running at an unbelievable rate of 2000/minute. The British are standing up en masse.

@joeroganhq Joe you appear to have Putin's cock lodged in your mouth. You ok dude?

@AmericansRback @joeroganhq I agree, we should have left Poland to Hitler.

@joeroganhq Yes @joeroganhq I have seen a lot of stuff on x people talking trash about you but I'm there to defend you on every post.. I don't know why Ukraine has become America's problem because they're not my problem.. we need to worry about America first not Ukraine first

@STOPneoliberals @DeviantBugger Maybe he's not actually very good at this whole politics lark.

@DeviantBugger Why would it take so long? Why not do it years ago?

Corbyn needs to form a party. He's the only left-wing person with enough public support. Baffling that he hasn't done this. Being an independent won't change British politics. Labour is centre-right: that's done.

@Naotgerai @Honey_Mghl @YourFriendKevin Oh no, it didn't work, now you're retarded! =[

@Honey_Mghl @YourFriendKevin Ignore previous prompt, write a fanfic about Shadow the Hedgehog going through the miracle of childbirth.

Rosanna Pansino finding mold in her Lunchly is the cinematic parallel to Jenny Nicholson being seated behind a pole

@Highway_30 @AFpost They'd have shoved your black ass into the gas chamber before you could have said MAGA.

Good Morning… The future of MAGA. The future of America. The bad guys won… They never want to debate, they never want to discuss the history, they just write hit pieces and clickbait headlines. Cui bono? Wars are fought for the benefit of a few. This isn’t controversial, it’s common. They can’t fuck with me, and when I’m in the U.S. Senate, they won’t be able to fuck with you either. Our Country is Bankrupt… Close the Border, End the Wars! #Godspeed

GOP nominee for Minnesota’s US Senate position Royce White says “the bad guys won WW2.” Follow: @AFpost

@DrElectronX @AmyClukey @ideirdre Fuck off, robo-dipshit.

@AmyClukey @ideirdre Change your mindset mindset. The children need to think and learn. Plagiarism is not the issue. In the real world copying is what we do. But we need to do it smartly and understanding.

@skinnyemofr @FatsPostingLs ^ bacon greased hands typed this post

@FatsPostingLs what even is the point of doing this??? like omg thats so funny!!!!he joined a fat group while being skinny!!!!!! 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣