RagingCupcake

208 posts

RagingCupcake

RagingCupcake

@Raging_Cupcake_

Katılım Eylül 2025
91 Takip Edilen41 Takipçiler
CK Capital
CK Capital@CKCapitalxx·
What’s your favorite stock and why?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Elon Musk is now worth $1.1 trillion as SpaceX stock, $SPCX, surges over +30%.
The Kobeissi Letter tweet media
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Reflection🪩
Reflection🪩@0xReflection·
YOU'RE ALL ABOUT TO WALK INTO THE SPACEX TRAP At $1.77T, not a single one of you gets rich off it The real space economy is already trading in plain sight Here're 6 smaller stocks almost nobody is watching: I've traded these markets for over a decade and I share all my insights completely for FREE This year I'm going to create an army of wealthy people So make sure to follow me with notifications on You'll regret not doing it sooner Let's break them down, one by one: ➮ RKLB l Rocket Lab The closest thing to owning a SpaceX on the open market. Record $200M quarter, $2.2B backlog, launch AND space systems both firing. Neutron rocket targets late 2026. Priced rich, but it's the real deal ➮ ASTS l AST SpaceMobile A cell network in space that works with a normal phone. No tower. No dead zones. ~3,900 patents, AT&T and Verizon deals, its own spectrum The most explosive story here and the most speculative Tiny revenue, big bet. ➮ IRDM l Iridium The boring one that actually makes money The only fully connected LEO network with its own licensed spectrum - you can't copy that with cash Real profit, dividend, buybacks, DoD contracts. The rare value name in space. ➮ LUNR l Intuitive Machines Basically NASA's go-to company for landing on the Moon Revenue nearly tripled to $187M, $1.1B backlog, guiding to positive EBITDA in 2026 Risk is dilution. The prize is a near-monopoly on lunar delivery. ➮ MDA l MDA Space The compounder the hype crowd keeps ignoring Owns space robotics (the Canadarm legacy) and builds satellites for the mega-constellations Revenue up 32%, $3.7B backlog, actually profitable, barely any debt One honest warning before you touch any of these: The whole sector ran straight up INTO SpaceX IPO. Chasing it at the top is how people get trapped. These are businesses I'd want to own on a pullback - not at peak euphoria. I'm not here to promise you 10x. I'm showing you real companies with real moats and 2026 catalysts When I start buying these, I'll post it here, so keep notifications on None of this is financial advice, it's just how I see the situation
Kalshi@Kalshi

BREAKING: Our traders forecast Elon Musk to be worth $1.46 trillion this year — an all-time high

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Beyza
Beyza@hicasamadim·
bunu çözersen, IQ seviyen ortalamanın üstündedir. çözebilir misin?
Beyza tweet media
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Drew Austin
Drew Austin@DrewAustin·
It feels so good to hold a crypto token for a project I use every day and believe is truly only getting started with its potential. $VVV @AskVenice
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RagingCupcake
RagingCupcake@Raging_Cupcake_·
@sunxliao Shouldn’t you be shorting these on the IPO launch?
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Sun Liao
Sun Liao@sunxliao·
As $AMPG hits 4 AMERICAN DOLLARS... here are some quick thoughts. I still remember crypto stocks ripping before the spot $BTC Bitcoin $IBIT ETF launch. In the 6 months leading up to the launch in January 2024... $MARA ran from $7 to $34 (over 380%). $RIOT ran from $7 to $18, and $COIN ran from $80 to $260. The miners and exchanges that were going to benefit from the institutional bid rallied long before the ETF actually opened for trading. By the time it launched, most of the easy money was already made. The pattern was simple. Wall Street knew the ETF was coming. I've been saying this for months... $SPCX SpaceX IPO has the exact setup. Every space ETF on Earth is going to have to own it. Every passive index fund tracking the Nasdaq 100 will own it within 15 trading days, under the new fast track rule. Every institutional allocator who wants space exposure is going to want it. When the most important private company on the planet drops onto public markets, every adjacent name in the sector gets repriced relative to it. That repricing does not start on June 12. It starts now. Today is May 19. The IPO is 24 days away. The public space basket is the SpaceX proxy... Until SpaceX is the SpaceX proxy... $ASTS $BKSY $FLY $LUNR $PL $RDW $RKLB $SATL $SIDU $SPIR $UFO $VELO $VOYG Good luck to everyone! NFA!
Sun Liao@sunxliao

$AMPG multi-year breakout...

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Adam Livingston
Adam Livingston@AdamBLiv·
SATA is at +72 Bitcoin today w/ an estimated $5.54m in ATM proceeds. Adjusted for MSTR scale, this would be like Strategy adding 3,965 Bitcoin if we look at this as % of BTC NAV. After today we still have 8 trading days until the ex. div date. SATA doesn't even have daily dividends yet and it is starting to be amazing for Strive shareholders.
Adam Livingston tweet media
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RagingCupcake
RagingCupcake@Raging_Cupcake_·
@alphafox Yea never seen a man do anything dumb with fire.
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AlphaFox
AlphaFox@alphafox·
This is what happens when you leave women unsupervised for too long:
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Paul
Paul@Paul_Beauchemin·
@thetrocro Disagree 100% theses students are idiots brainwashed by leftist Luddite activists. Nothing condescending at all, just facts by speaker.
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Troy Cross
Troy Cross@thetrocro·
Wild. I don’t disagree with the gist of what he’s saying but I feel the urge to boo myself. Something so condescending and tone deaf here…
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RagingCupcake
RagingCupcake@Raging_Cupcake_·
@bryanrbeal Yes how would our society go on without AI! Fucking loser.
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RagingCupcake
RagingCupcake@Raging_Cupcake_·
@photoOrg1 @AshleyLLouise @garrytan Where to begin. In Bend Oregon the water evaporation is concentrating nitrates into concerning levels. Look up Beaverton Oregon where they’re aplenty. The noise is real. You can open your car window at 60 and clearly hear them.
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photoOrg
photoOrg@photoOrg1·
@AshleyLLouise @garrytan What pollution and noise? From what I can see from the many data centers around me, they are quite clean, and secure. Most have their own substation and big batteries. Please go and see these for yourself before buying into fear.
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Garry Tan
Garry Tan@garrytan·
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
Garry Tan tweet media
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Jonas Hernlund
Jonas Hernlund@jonashernlund·
@garrytan A 1GW datacenter staffs ~150 people steady-state. Construction is the job story. Ops isn't. The local pushback is grid and water traded for jobs that vanish after ribbon-cutting. Steady-state math gets skipped in this debate.
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RagingCupcake
RagingCupcake@Raging_Cupcake_·
@ArsiHoxha_ @garrytan Uh, I think the concern’s are valid and realized in many places. Look at Beaverton Oregon. Utility prices have skyrocketed, significant water availability concerns in already drought prone locations, nitrate concentrations in water, noise… etc etc.
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Arsi Hoxha
Arsi Hoxha@ArsiHoxha_·
@garrytan data centers are boring until you realize every app, every stream, every message runs through one then they're critical infrastructure treating them like a nuisance is a choice with consequences
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Peter McCormack 🏴‍☠️🇬🇧🇮🇪
I now understand why AI will eat the software industry. I used to have a web agency. With Claude over the last 3 days I have built and deployed a system that would have: - Taken 6 months - Cost £150-200k - Required 8 different skill sets I can't design. I can't code. I don't understand SQL, APIs, Cloud Storage - yet Claude has walked me through Github, Supabase, Vercel and it is deployed and working. A 100% custom software system - 3 days, 1 idiot. BLOWN AWAY!
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Randi Hipper
Randi Hipper@missteencrypto·
Bitcoin started the revolution, Litecoin will lead it 🚀
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Wall Street Apes
Wall Street Apes@WallStreetApes·
The fall of Portland, Oregon Here are major retailers that left Portland over declining conditions due to Democrat policies from 2022–2026 - Nike Community Factory Store (Operated since 1984, 40 years) Closed permanently because of 276 shoplifting reports in one year. They cited deteriorating public safety. Nike sent a letter to the mayor citing conditions - Walmart (Both Portland Locations)
580 employees laid off - Target (Three Stores)
Reason: Explicitly cited organized retail crime and shoplifting - REI
Reason: Highest break-in rate in two decades; over $800,000 spent on extra security in 2022 (including multiple incidents, one with a vehicle through the doors on Black Friday) - U.S. Bank (U.S. Bancorp Tower) Announced it would not renew its long-term lease
Building Sale: Sold in July 2025 for $45 million (down from $372 million in 2015 — ~88% value decline). - Wells Fargo
Announced plans to exit Portland - Starbucks
Closed at least 5–6 Portland locations in September 2025 alone. - Nordstrom Rack (Downtown)
 - CVS Pharmacy (SW Broadway) Reason: Employee cited shoplifting as a factor Malls Major Retail Centers also closed Pioneer Place Mall: Once had roughly 100 stores. It’s now down to 20. Described as a “dead mall.” • Lloyd Center Mall: Confirmed for full demolition. Now 90% vacant PacWest Center: Sold October 2025 for $55.7 million (down from $170 million in 2016. That’s a 67% drop) - Montgomery Park: Sold August 2024 for $33 million (down from $255 million in 2019, that’s a 87% drop)
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Arthur Hayes
Arthur Hayes@CryptoHayes·
Went to church this morning and the Lord told me that my keynote for Consensus Miami shall be “We Don’t Need No Regulation”
Arthur Hayes tweet media
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