Mavro
131 posts

Mavro
@mavrocapital
Focused on asymmetric upside in growth sectors. Ex-Big 4 Finance. Sharing DD, thoughts & memes — NFA




$SPCX, IKBR and every other broker keeps bombarding me with offers to participate in the IPO - I actually don’t mind the pricing but my spidy senses are telling me that demand and supply is going to favour supply I also don’t think the majority of the market understands that SpaceX is actually predominantly an AI business - with recent deals the majority of revenue will be AI and 95% of the TAM included in the S-1 is AI related… launch obviously an enabler I’m also positioned in the assets that I think the fundraise is going to be spent on - AI stocks (memory stocks, Neoclouds etc) $MU, $SNDK, SK Hynix, Kioxia, $AAOI, $LITE, $SIVE, Murata, $SOI, $IQE, $IREN, $KEEL
















All you have to do is listen to Trump & Jensen They are literally telling you to buy STOCKS !!













