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Markets are climbing the ultimate wall of worry, war creating inflation via commodities & oil while investors continue to wait on the sidelines. Sure persistent inflation and higher oil could derail markets but nothing to worry about might be my largest worry. As long as cash is on the sidelines and shorts press bets it creates a a perfect structure for markets to continue north. This is why I’ve kept it simple, bought every dip and tried to not be too macro. If I was a macro trader I’d be homeless. One day the macro will over power the bull, no clue when. So as they say steady as she goes.
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$ASTS: 🚨SPACEX SEES $740 BILLION TAM FOR STARLINK MOBILE
"Our Market Opportunity. We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."
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Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…
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@FirstSquawk Im ngl I didn’t trust his opinion on Energy as the energy secretary. Let alone now we gotta hear his geopolitical views🫠
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The deployment of Palantir’s software on the battlefield in Ukraine has helped defend the brave people of Ukraine against Russia’s aggression since 2022 — and it will define how the entire West fights and wins for decades.
We are proud to be part of it and to strengthen our partnership with Ukraine.
@ZelenskyyUA @FedorovMykhailo
Volodymyr Zelenskyy / Володимир Зеленський@ZelenskyyUa
A good meeting with the CEO of Palantir Technologies, Alex Karp. Step by step, we are developing cooperation with the American defense sector. Palantir is a renowned global company with strong potential, and there certainly are areas where we can be useful to one another, strengthening the defense of Ukraine, America, and our partners. We discussed areas of technological development – both in the context of combat operations and civilian needs. We agreed that our teams will stay in touch.
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People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable.
A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations.
The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around.
Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets.
But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.
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