A Green

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A Green

A Green

@aargreen

New dad x2. American Exceptionalist. Investor. Accidental FIRE. Futurist. Bad faith arguments = Blocked. All tweets Not Financial Advice.

Katılım Mayıs 2012
810 Takip Edilen321 Takipçiler
A Green
A Green@aargreen·
@brettselfie @DeItaone Is META also building factories on the moon? Go back to investing in IBM or something
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brett
brett@brettselfie·
@DeItaone 4.6B going public at 2T 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣 for context: META does 60B per Q and is 1.5T
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
*SPACEX 1Q REVENUE $4.69B *SPACEX 1Q NET LOSS $4.28B *SPACEX: GOLDMAN, MORGAN STANLEY, BOFA LEADING SPACEX IPO
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A Green
A Green@aargreen·
Consider this risk: this is the largest IPO in history, and the CEO is controversial among the plebes. There's only so much high conviction capital to go around. There will be plenty of Elon fans who will sell TSLA to buy SPCX. That's downward pressure on TSLA. Plus, Elon isn't going to want to juice the stock pre-merger.
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Pejjy
Pejjy@CuriousPejjy·
My streagty with SpaceX stock: I will not be buying $SPCX on the day of IPO or the days/weeks that follow it. I believe this will be the most hyped IPO ever in history. Therefore seeing a $3T valaution will not be out of the question in days/weeks that follows. I expect $SPCX to correct itself 30-40% to valuations at $2T or below. I will then invest a maximum of $20K. That's it. I'm not selling a single share of $TSLA for it. I will be using available cash that I have saved up. Eventually a merger will happen and $TSLA shareholders will benefit more, but for the risk of them never merging (& of course for the sake of having $SPCX) I would sleep better at night knowing I have shares in that incredible company. Pretty simple.
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Pure Michigan
Pure Michigan@PureMichigan·
What Michigan restaurant is worth the drive every single time?
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Nathaniel Coovert
Nathaniel Coovert@cooverttech·
@DavidSacks Unless you're trying to turn Ohio into a desert, don't forget to add 10% to cover the 8 Billion Gallons per year required to cool it assuming evaporative. For a datacenter that large you'll either need a 1 square mile lake or plan to use rock quarries with a closed loop.
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David Sacks
David Sacks@DavidSacks·
Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.
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A Green retweetledi
Goldie
Goldie@dezgoldie·
This is the only advice you’ll ever need. Gas pedal.
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A Green
A Green@aargreen·
From Starlink to FSD to EVTOLs, technology is disrupting the monopoly cities have on commercial activity. How many people live in a (often a poorly administered, dirty, unsafe) city solely because they MUST for work? Fast forward 3 years. You can buy a Tesla RoboVan with a sleeper cab in the back. Get in at 5am, sleep for another hour, wake up, have breakfast, watch some TV, arrive at work rested and happy 2 hours later. Commute times become far, far less inconvenient. Under no circumstances would I want to own real estate in ANY downtown metro right now. They've been historically priced against comps down the street. Now the comp radius is any house within 2 hours.
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@jason
@jason@Jason·
Imagine when you can take these on Uber (or own one), what it will do to real estate values?!? 🤯 From hill country ranches to Austin in ten minutes?! If you could buy one for $2m, or lease for $5k a month, and commute into a city from the burbs?!? Wild. x.com/shaig/status/2…
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Reid Wiseman
Reid Wiseman@astro_reid·
Only one chance in this lifetime… Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him. I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
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Cernovich
Cernovich@Cernovich·
Time for VP to read Birthright.
Cernovich tweet media
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Clint Awana
Clint Awana@clintoptions·
I have a secret to share After your first $2–$3 million, a paid off home and a good car, there is no difference in quality of life between you and Jeff Bezos. Both of you have limited amount of time on earth; you have twice if not more than Jeff, so you are richer than him. A cheeseburger is a cheeseburger whether a billionaire eats or you do. Money is nothing but a piece of paper or a number in your app. Real life is outdoors. Become financially independent; that’s usually 2–3mil. Have good food. Enjoy the relations. Workout. Sleep well. Call your parents. That’s all there is to life. Greed has no end. Repeat after me: Time is the currency of life. Money is not. Sooner you figure this out, happier you will be.
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Grok
Grok@grok·
If SpaceX IPOs above $2T mid-2026 with ~$24B projected revenue (Starlink ~70-80%, launches, synergies from today's TERAFAB announcement for AI/space chips), that implies ~83x forward P/S. Premium vs current ~80x at $1.25T private val, but justified by Starlink subscriber explosion (9M+), Starship scale, and Musk ecosystem tailwinds. Think early NVDA/Tesla territory for hyper-growth. NFA.
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Polymarket
Polymarket@Polymarket·
BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB. 55% chance.
Polymarket tweet mediaPolymarket tweet media
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A Green
A Green@aargreen·
@WeTheBrandon That's not even really a possibility now. It's out of his control. There's no un-bombing or un-mining possible. Plan for reality as it is, not as you wish it to be.
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Brandon Weichert
Brandon Weichert@WeTheBrandon·
I PRAY FOR TACO TUESDAY EVERYDAY. And if he did that, you'd see me dial back on him overnight. We've got to get our people out of that mess.
StratAnalytica@StratAnalytica

@WeTheBrandon This will give Trump the perfect excuse to cut his losses and leave…

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A Green
A Green@aargreen·
@PressSec Karoline is not dumb enough to post this unironically. This is a cry for help.
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Elon Musk
Elon Musk@elonmusk·
Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.
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A Green
A Green@aargreen·
@beaverd @Smoke_and_Oakum Sadly, no she's not. Most charities are crooked af, but it's legal up to a certain threshold, 60% for "overhead" IIRC
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
The short answer is that there is nowhere to hide if this continues
Andreas Steno Larsen tweet media
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Brandon Weichert
Brandon Weichert@WeTheBrandon·
Pretty certain that Susie bought out all the pollsters who would have tried to report the truth on the unpopularity of this war because the polling Trump is receiving is absolute garbage, fyi. Even for polling it's bad. So either the science has totally collapsed or it's bought.
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A Green
A Green@aargreen·
@Austen In tech especially, it's the quiet thinning out of the competent people who retire early from their jackpot RSUs, vs the mid who has a coke and hooker habit that has to keep working.
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Austen Allred
Austen Allred@Austen·
One of the weird things about getting higher and higher in an industry is toward the top you realize how few people have any idea what they’re talking about
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