Ed Elson

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Ed Elson

Ed Elson

@edels0n

Host @profgmarkets | Author Simply Put Inquiries: [email protected]

Katılım Haziran 2020
944 Takip Edilen28K Takipçiler
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Ed Elson
Ed Elson@edels0n·
A Wall Street bank just said SpaceX is worth $10.4 trillion — more than Microsoft, Amazon, Meta, Tesla, and Berkshire Hathaway combined. That makes no sense, until you discover what's likely driving their optimism: fees. The real reason Wall Street loves SpaceX ... it's all in my latest newsletter, out now.
Ed Elson@edels0n

x.com/i/article/2076…

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Ed Elson
Ed Elson@edels0n·
The banks getting paid to take SpaceX public are the same ones telling you to buy the stock. In the words of Charlie Munger: "Show me the incentive, and I'll show you the outcome."
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Ed Elson@edels0n

x.com/i/article/2076…

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Ed Elson
Ed Elson@edels0n·
The most profitable business on Wall Street right now isn't trading or lending … it's getting Elon Musk to like you. The real reason Wall Street loves SpaceX:
Ed Elson@edels0n

x.com/i/article/2076…

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Ed Elson
Ed Elson@edels0n·
DeepSeek is preparing for an IPO and could file as soon as this year, with a debut targeted for 2027. The AI startup is also raising fresh private capital at a pre-money valuation of at least 480 billion yuan (~$71 billion).
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Mia Silverio
Mia Silverio@silveriomia·
Home prices were never supposed to just go up. A house is a depreciating physical asset. The "real estate always appreciates" idea is recent — and largely manufactured. @PatrickEBoyle explained this phenomenon on @ProfGMarkets ⬇️
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Dee
Dee@Dee13726578·
Real good read. Another reminder to do your own research & not just rely on analysts who's likey incentivized to talk up a stock.
Ed Elson@edels0n

x.com/i/article/2076…

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Ed Elson
Ed Elson@edels0n·
Disney could boost its stock by ~40% by exiting streaming and returning to licensing its content to rivals like Netflix, per Wells Fargo Securities. They estimate that the shift could generate more than $15 billion in annual licensing revenue by 2028.
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Prof G Markets
Prof G Markets@ProfGMarkets·
‘Apple Just Declared War On OpenAI’ Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy. Ep👇
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Ed Elson
Ed Elson@edels0n·
OpenAI is on pace to miss its own five-year ad revenue forecast by 90%, per Emarketer The company is telling investors it'll hit $100B in ad revenue by 2030 — but Emarketer caps the entire U.S. chatbot ad market at $5.41B.
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Prof G Markets
Prof G Markets@ProfGMarkets·
More bubble warning signs or out-of-this-world $SPCX price targets are justified? @PatrickEBoyle: "This is quite a famous story Henry Blodget, he was the internet analyst at Merrill Lynch at the time. And after the dot-com bubble burst, there were a few investigations and they found that many of the analysts were privately sending emails describing companies as 'POSs', which we'll work out what that means, publicly going on TV and really like bull-ing them up"
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Prof G Markets
Prof G Markets@ProfGMarkets·
$SPCX going to $800? Ed: "Brian Gesuale, who set the price target at $800, I'm going to give you some of the projections that justifies that valuation: He estimates that SpaceX rev will rise from $19b last year to $5.2t by 2035. That rev will come from AI. In other words, he thinks that SpaceX is going to generate $4.9t. in AI rev in 2035. He says, quote, He's comparing it to railroads, electric grid, internet chips etc. @PatrickEBoyle: Essentially things that were bubbles that all blew up.."
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Ed Elson
Ed Elson@edels0n·
Crypto bros have become ... AI bros
Prof G Markets@ProfGMarkets

‘Wall Street Is Pumping SpaceX — So Why Is It Falling?’ Patrick Boyle joins us to discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targets that analysts have issued and explain why they’re concerned about potential conflicts of interest in equity research. Then, they discuss why crypto bros don’t find crypto exciting anymore and have moved onto AI. Finally, they explore why the housing market is showing new signs of strain. Ep👇

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Ed Elson
Ed Elson@edels0n·
You didn't "found a company." You started an Instagram account.
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Ed Elson
Ed Elson@edels0n·
SpaceX is down more than 30% from its highs $SPCX
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Ed Elson
Ed Elson@edels0n·
Apple has filed a lawsuit against OpenAI, alleging that engineers stole trade secrets to advance OpenAI's hardware plans. More than 400 former Apple employees have left for OpenAI, drawn to work on next-gen devices designed to replace the iPhone.
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