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DeepFuckingV🅰️lue 🪐
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DeepFuckingV🅰️lue 🪐
@makemoneycfa
Shitposting whenever wherever. Not Roaringkitty.
🖨️🖨️🖨️🌝🌕🌙 Katılım Ekim 2011
1.9K Takip Edilen5K Takipçiler

@TylerHardt @ValueAnalyst1 @X @xai Looks like the only profit generator musk has is starlink. All his other ventures are declining or bleeding cash like crazy.
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Turns out private investors are really bad at math, particular those investing with Elon.
@X global sales ere expected to be $2.2B in 2026, downtown from $4.5B before Elon bought it.
Meanwhile, @xai only had $0.5B in sales in 2025, and hopes to get to $2B in 2026, but is burning $10 billion in expenses. And they are making no headway against @AnthropicAI , @OpenAI , @GeminiApp or other AI models. They are in last place, and that doesn’t appear poised to change anytime soon.
So the combined entity has less revenues than when Elon bought it for $44 Billion, and is burning $10 billion a year in negative cash flow while making no headway in the AI race; Yet @SpaceX paid $250 billion for xAI? That is 100x trailing sales, for a company with no hopes of breaking even in any forecast period.
Essentially, SpaceX shareholders got massively swindled, bailing out Elon for an incomprehensible valuation and no synergistic benefits. I mean what does this platform have anything to do with launching rockets (bitcoin memes excluded)?
Now turning to SpaceX, they had $16B of revenues in 2025 split by $10B for @Starlink and $5B for rocket launches. For 2026, revenues are expected to be ~$20B representing just 25% annualized growth. Thanks to Starlink the company generates $8 billion in profits.
The obvious question is how do these numbers support a $1 trillion valuation? Easy answer is the don’t. Moreover when you combine SpaceX and xAI revenue we’re $20 billion with zero profits in 2025 with an expected future growth rate of 25%.
Now Elon gets to find out if public institutional investors are quite as gullible as he is asking $1.75 trillion valuation on those numbers. That’s 80x sales for an unprofitable company growing the top line 25%.
Elon knows this is stupid and is already aiming to allocate IPO shares to “retail investors”, because institutional investors are going to take one look at the S-1 and instantly have WeWork flashbacks, and they are going to balk. As an aside, I wonder if Jeffrey Epstein shows up in the company risk section.
Anyway, the real move here is not an IPO anyway, it’s a merger with @Tesla. A SpaceX/Tesla combination would finally give Elon on a controlling stake as he would be able to convince his Tesla shareholders that SpaceX would have been valued at $1.75T and issue stock in the deal. This would also trigger Elon’s goat new pay package, giving him even more shares and pushing him above 50% ownership of the combined entity.
This is the real Endgame here. Elon just saw his private SpaceX shareholders will do whatever he wants and now he’s going to try the same magic on his Tesla shareholders, who all evidence shows are a zealous cult that has no problem believing Elon can deliver FSD, Robotaxis, and robots; none of which he has been able to do despite years of claims that breakthroughs were right around the corner.
The risk is that it will quickly become clear that the combined entity can’t justify a $2T valuation, let alone a $200 billion valuation, and with no other big shiny objects on the horizon, the house of cards will likely collapse and Elon will be exposed as the clothes less emperor.
$TSLA $TSLAQ $SATS @BradMunchen
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DeepFuckingV🅰️lue 🪐 retweetledi

@aleabitoreddit @pepemoonboy Iran is not going to TACO...it's life or death for them.
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@pepemoonboy Yeah this situation is getting pretty dangerous with Iran.
I’m personally staying invested because Trump can always TACO… but who knows what will happen.
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@MaoBaoBaomby market up, he's a genius. market down, he's a fraud.
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I am glad people start to see this. I have been investing long enough to see countless pump and dump schemes coming from WSB , discord. Be careful who you follow.
A anonymous financial guru that shills over 100+ tickers with many of them going down 30-40% while claiming having a 10X YTD return WITH no actual account info and bad track records. What do you expect
DS, U.E.@madcap_cap
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@aleabitoreddit Trump was elected to end wars not start wars. Looks like he was the compromised candidate, that’s why he was elected. At least America still has an edge in space.
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Turns out… we had no cards after all.
-> Indexes from $SPY are down -5%
-> Individual stocks from $HOOD and $RDDT are down worse 40%+
-> Rare earths supply chains needed for robotics or AI are a mess.
-> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these)
-> Iran situation is now a mess
-> Main beneficiaries are Oil companies and War contractors
-> Russia is happy from Oil sanctions being lifted
-> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints)
-> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs.
Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks.
Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran?
I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen.
WTF is even happening?


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@zephyr_z9 Just another low/no moat company suddenly hit jackpot cos of AI.
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@aleabitoreddit The thing is.. is he going to sell on day one?
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Bro at this rate…
SpaceX IPOing at $1.7 Trillion will end up like $VCX?
Who thought it was a good idea to allow everyone, especially every single bank asset manager, to sell on day one…
At the newly valued 1.7 trillion to retail?

Serenity@aleabitoreddit
Uh guys… don’t think a bearish X post from a random. Can send a $10B+ MC fund like $VCX down 44% straight away… Right?
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Hong Kong: On March 23, 2026, the Hong Kong government changed the implementing rules relating to the National Security Law. It is now a criminal offense to refuse to give the Hong Kong police the passwords or decryption assistance to access all personal electronic devices including cellphones and laptops. This legal change applies to everyone, including U.S. citizens, in Hong Kong, arriving or just transiting Hong Kong International Airport. In addition, the Hong Kong government also has more authority to take and keep any personal devices, as evidence, that they claim are linked to national security offenses. Read more: hk.usconsulate.gov/security-alert…

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I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the salty folks out there to admit…
That my thesis are just right after all. Instead of downplaying it?
$20B+ companies like $TSEM don’t just move up 70% in 2 weeks, unless institutions validated the thesis and found it compelling.
Same with $AXTI, it wouldn’t have ran from $450M MC to $3.85B MC unless institutions found it compelling.
I just spot these before others do, and post information synthesis/discovery.
In these cases, retail has clearly frontrun institutions and made life changing returns.
If the thesis were wrong, institutions can take the other end of the trade. Which they don’t.
Everyone on X keeps asking for the next 1000%.
And when there’s someone out there on X that posts multiple (for free) ideas.
Posts a clear directional trade before the price even moved.
-> then they do ~10x like $AXTI:
They’re met with slander instead?
Ever stop to think… maybe the thesis/idea was right after all?




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@corbin_braun Finally able to talk to computers in natural language.
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@TheGeorgePu Just build another same one in China, see if they’ll let him leave when it becomes valuable to China.
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You get a phone call.
Report to Beijing.
China's NDRC wants to see you.
You sit down across from them. They know everything.
The restructuring.
The Singapore move.
The $75 million from Benchmark.
The $2 billion from Meta.
The 80 employees you laid off in Beijing.
The product you made unavailable in China.
They ask questions. You answer.
The meeting ends.
You are exit-banned from China.
No charges. No arrest. No trial. No timeline.
You can travel anywhere inside the country.
Shanghai. Shenzhen. Chengdu. Wherever you want.
You just can't leave.
Your name is Xiao Hong. You go by Red. You're 32.
This is how you got here.
You grew up in central China. Studied engineering.
Built apps. You were good at it.
Then you built Manus.
An AI agent that doesn't just talk - it works.
A digital employee with no borders, no visa, no nationality.
$100 million in revenue in 8 months.
But you're Chinese.
And America just banned Americans from investing in Chinese AI.
Overnight, your company is un-investable.
So you do what every smart founder on earth does.
You incorporate in Singapore.
Americans do this with Delaware.
Europeans do this with Ireland.
Indians do this with Dubai.
It's not a crime. It's a strategy.
Your lawyers told you to do it. Your investors told you to do it. Everyone told you to do it.
You move the whole company. Singapore. Tokyo. San Francisco.
You shut down the Beijing office.
Lay off 80 people in China.
Make your product unavailable in the Chinese market.
Clean break. Global company now.
Benchmark writes you a $75 million check.
Then Meta calls.
$2 billion.
Full acquisition. VP title.
Your AI goes into Facebook. Instagram. WhatsApp. Billions of users.
You're 32 and you just built the biggest Chinese-to-American AI exit in history.
Your mom is proud of you.
You fly back to China. To see family. To close out the old life.
You don't think twice.
It's home. You've been going home your whole life.
Then you get the call.
And now you're sitting across from the NDRC in Beijing and they're telling you that you can't leave.
Beijing's message is simple.
You were born here.
You built this here.
You learned here.
The code started here.
The IP started here.
A Singapore address doesn't make you Singaporean.
A Cayman holding company doesn't make you stateless.
A Meta business card doesn't make you American.
They're calling it 'Singapore washing.'
You just became the example.
The US told you to leave China.
China told you that you never left.
Two superpowers. Two sets of rules.
Both applied to you. Neither asked.
Your AI is live in 50 countries right now.
No passport. No visa. No restrictions.
Serving millions of people while you sit here.
You built the thing that goes anywhere on earth.
You're the one who can't.
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