space_storm

@elonmusk So 10^24 dollars which is called a septillon btw, is the equivalent of 9 billion years of world gdp. Even if gdp increases by 1000x then its almost 10 million years of GDP. Sounds realistic…

Things won’t be measure in dollars then, just mass & energy

In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems

@TheValuEngineer @Saladinbraham Good analysis but i feel like the price action has nonetheless gotten well ahead of itself and even in the bear case, $190 is cheap for the stock. In the bull case, stock should be $400+

Have you imagined the BEAR case scenario though? Because there is one. I own the stock, with an almost $10k cost basis, so I want to be straight about both cases. Bull case: They are deferring price hikes to build the freemium funnel, which can be an offensive move. Convert the 850M MAUs later, and pricing power returns. ARR miss is temporary. Bear case: they can't raise prices anymore without losing users to Canva and AI-native tools. The freemium pivot reframes a competitive constraint as a strategy. That's moat erosion dressed up as a plan. You cannot tell which is right yet. The deciding data point is Q3 September. If MAU keeps growing and paid conversion doesn't follow, bears start winning. I'm holding with a clearly defined exit trigger. Not blind conviction. Just waiting for the one number that resolves the debate.

$ADBE was really cheap to me at 340$. Even more attractive at 300$. Then it even dropped to 250$, which I thought was impossible for this quality business. Now it sits under 200$. Dafuqq?? Literally debating with myself to go into generational debt for this one. 7x Forward P/E, PEG ratio 0.6. Rev Growth 10%ish. P/FCF 7.6. Even if Rev only grows 5% we still get a 15% CAGR here. And imagine the possible buybacks over the next quarters. And now IMAGINE THE BULL CASE scenario. Idk man.

@BoBbyPleWniaK @Dmytro_Lebid The IPO only sold about 5% of the company and mostly to eager/unsophisticated retail investors whereas the early mega big institutional investors are still restricted from selling. So by design there is a lot of tailwind but just wait once the 50%+ of the shares get unblocked!

@Dmytro_Lebid Makes sense there. Thanks for the info

The market is telling $SPCX that they grossly undervalued the IPO. If people are this excited to buy over 170, why were the IPO shares issued at 135? I don’t think the executives at SpaceX are this generous. It seems fishy. If Elon truly believes in $1 trillion revenue by 2030, why discount the IPO shares? I’m not buying it. It doesn’t pass my bullshit meter.

@TheProfInvestor So sell some OTM puts basically… IV should likely be juicy but such a black box, if we will get 50% pullback or not

There’s one thing everyone needs to do Buy SpaceX on during the correction. Buy at 125 Buy at 100 Double it at $75 $SPCX

@Puke1260 @f1trollofficial “A man like lewis”?? 😂😂😂. Have you seen him? He is easily as vulgar as her

@f1trollofficial How does a man like Lewis touch that thing? 🤮

Kim Kardashian taking the towel meant for Kimi Antonelli after the race in Monaco and wiping her head with it

@AshRobson95YT @BarclayCard18 I don’t care what sport athletes do in their private lifes but yesterday’s final was sad given how ridiculously low the tennis level was… i don’t think i have ever seen such low level tennis in a final GS before

@BarclayCard18 Regardless of what you think of him… a brilliant Tennis player just won a title that he’s deserved for a very long time now The fact you can’t even acknowledge or congratulate him for that is the sad thing

This truly is a sad day for tennis.

@bryanrbeal @ThierryBorgeat The truth is that nobody knows for sure, even the CEOs. There is huge potential and cannot risk their survival by staying on the sidelines. basic game theory. But it is possible that in the coming months; they realize the ROI is not there and stop allocating 90% of capex to it..

🚨 The AI ROI numbers are starting to look very ugly. Even under "best case" assumptions — assuming zero costs, just revenue against capex — the Financial Times calculated the implied return on hyperscaler AI investment from 2025 to 2030. Only one of them clears positive. Implied return on AI investment (FT / Panmure Liberum) – Microsoft: -9.2% – Alphabet: -15.7% – Amazon: +7.2% – Meta: -28.8% – Oracle: -35.6% And remember: that's assuming zero costs. In reality, GPUs depreciate, power bills run, salaries get paid. The real returns are worse. This is exactly why the dot-com comparison keeps coming up. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't. Two anecdotes from this week alone Vivek Garipalli, Fortune 20 insider: a CEO asked for $1B in AI-driven opex savings this year. The team spent $200M on tokens chasing it. The results? Modest customer service savings and slightly less hiring in engineering. The CEO has now ordered token costs to be dramatically slashed because the ROI isn't there. Axios: an AI consultant reported a single client spent half a billion dollars in one month after forgetting to put usage limits on Claude licenses for employees. Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet. The technology is real. The infrastructure buildout is real. The eventual winners will be real. But "AI is transformative" and "every hyperscaler will earn its capex back" are two completely different statements. In 2000, the internet was real too. Cisco has recovered. After 26 years…

@unusual_whales Will this impact RDDT’s financial performance? Stock seems unchanged on the news

BREAKING: The US Justice Department is seeking the names, addresses, and banking information of Reddit and X users, per Bloomberg. The US Attorney's Office for Washington, led by Jeanine Pirro, a close ally of President Donald Trump, has subpoenaed the social media companies as part of criminal investigations, asking for personal information on at least two anonymous posters behind accounts that have chided immigration enforcement efforts.

@EUnicornHunter Very informative post! Good to know especially as now the stock is almost -25% in AH…

$ZS — Q3 FY2026 results in. Stock –17% AH. Beat on revenue. Beat on EPS. Raised full-year guidance. Still down 17%. Here's why 👇 THE ACTUALS vs CONSENSUS vs MY CALL: Revenue: ~$848M actual. +25% YoY. Consensus: $835.66M. BEAT. +1.5%. My est: $855M. Direction correct. Magnitude slightly high. Non-GAAP EPS: ~$1.08 actual. Consensus: $1.01. BEAT. +7.11%. My est: $1.13 (+12%). Direction correct. Magnitude too aggressive. FY2026 EPS guidance: RAISED to $4.10–4.11. Prior guide: $3.99–4.02. Raised by +$0.09 at midpoint. My est: $4.10–4.15. Essentially nailed this one. FY2026 revenue guidance: RAISED to $3.3295–3.3325B. Prior guide: $3.309–3.322B. Raised. WHAT DESTROYED THE STOCK — THE FCF CUT: Free cash flow margin guidance: CUT to 22.8–23.3%. Prior guidance: 26.5–27%. That is a 380bps cut. On $3.33B revenue: ~$126M less FCF. CapEx: raised from "mid single digits" to "HIGH single digits." At software FCF multiples of 25–30x: $126M FCF cut = $3.1–3.8B of market value destruction at the multiple. Market reacted with –17% AH (–$4.9B market cap). The FCF cut MORE than explains the selloff. Mathematically. WHY IS CAPEX GOING UP? Anthropic Project Glasswing partnership: AI red teaming integration. OpenAI DayBreak partnership: AI security model integration. Project AI-Guardian: enterprise AI security initiative. Symmetry Systems acquisition: AI agent identity mapping and data governance. Three AI partnerships + one acquisition in a single quarter. ZS is building the infrastructure to be the security layer for every AI agent in every enterprise. That takes compute. The CapEx increase is strategic. Not operational failure. THE BULL CASE STILL INTACT — JUST DELAYED: Q3 beat on revenue and EPS. FY guidance raised. AI partnerships with Anthropic and OpenAI are genuinely strategic. Symmetry Systems acquisition positions ZS as the AI agent security layer. Zero Trust Everywhere remains the right architecture for agentic AI. CapEx investment today = FCF recovery in FY2027 as infrastructure amortises. ZS consistently recovers AH drops: Q2 fell 12.17% then recovered 11.61% in 5 sessions. THE ONLY QUESTION THAT MATTERS NOW: Is the FCF cut a one-time investment or a structural margin reset? If management says "FY2027 FCF margins recover to 27%+" = buy the dip. If FY2027 guidance (given at Q4 in September) shows FCF stuck at 22-23% = re-rate lower. MY UPDATED ASSESSMENT: At $157 AH (from $188.82 close): ZS now trades at ~9x FY2026 revenue. FY2027 at 23%+ growth: ~$4.1B revenue. At 9x: $36.9B market cap. ~$218/share. The AH selloff is taking the stock through fair value. ZS historically reverses AH drops within 5 sessions. Q2 recovery playbook: –12% AH → +11% in 5 sessions. Tonight's –17% drop may overshoot. Watch the open tomorrow.

@JMapkay @CNN And yet before the rules changed, people left their power banks in the luggage bay millions and millions of times without any major reporter incidents.

@CNN Power banks in hold luggage are a no-go for a reason, scary but glad they caught it.

An EasyJet flight bound for London was forced to divert to Rome after a passenger told crew they had left a device charging from a power bank in their hold luggage, the airline told CNN. cnn.it/4wNxWnb

@sushantkumar67 @CNN You know that before the rules changed, there were millions and millions of power banks being kept in the luggage bay without any reported incidents?

@CNN How can a passenger be so irresponsible?

@ANTONIOEESPARZA @josemorgado She loves them sponsorship dollars!!! But tennis well, she simply doesnt have the game to go far anyways so her best bet is to monetize on the lottery win she got at US Open

@josemorgado It’s just depressing watching Emma play tennis right now. It looks like she doesn’t love tennis

Solana Sierra beats Emma Raducanu 6-0, 7-6(4) at #RolandGarros. That got tough in the end but Solana got the job done. Raducanu off to grass…

@notdumbmoney No after market move?

WILLDAN GROUP Q1 2026: REVENUE AND PROFITABILITY RISE; RAISES FY26 TARGETS AFTER BURTON ENERGY ACQUISITION Willdan $WLDN Q1: net revenue $92.4M +8.3% , adj. EBITDA $18.1M +25% ; completed Burton Energy acquisition; raised FY26 targets: Net Revenue $410–425M, Adj. EBITDA $100–105M, adjusted EPS $4.90–5.05. notdumbmoney.com/wldn/202605072…

@TheProfInvestor Its at $5 trillion market cap now not $7T

@logicxburner @asadnasir2000 @grok I call the shots here on X

@spacestorm6 @asadnasir2000 @grok hundred of accounts both US-based and otherwise are circulating this rumor up and down our timelines, smart-ass, who gives a fuck if i randomly choose this particular one to fact-check? Who the fuck are you?

🇺🇸 DONALD TRUMP HAS BEEN RUSHED TO 🏥 WALTON REED MEDICAL CENTRE. - SOURCES.

@logicxburner @asadnasir2000 @grok Lol if you have to fact check a tweet by Asad Nasir that lives in Islamabad pakistan and doesnt even know how to spell Walter Reed hospital correctly….

@asadnasir2000 @grok any sources on this?

@sean_stadler @GrindeOptions Damn that must be some good stuff you’re smoking!

@GrindeOptions Long term charts with measured moves show 300-500 possible

To those of you who think oil will reach $200/barrel, I don’t think you have a clue what’s coming.

@HaymondDav98403 @BullTheoryio Trump actually dreams of a WEAKER dollar because it will strengthen trade balance. He wants to stimulate exports not imports…

@BullTheoryio If that is true, how did that go for them?

TRUMP DIDN'T START THE IRAN WAR TO DESTROY IRAN. HE STARTED IT TO SAVE THE U.S. DOLLAR. Before the first bomb dropped, the petrodollar was visibly falling apart, Fast. Saudi Arabia publicly said for the first time since 1974 that it was open to settling oil in other currencies. Then the actions followed. China and Saudi Arabia signed a 50 billion yuan currency swap. Saudi Arabia joined mBridge, the system built explicitly to bypass SWIFT and the dollar. The original 1974 petrodollar agreement was allowed to expire without renewal. India was buying Russian oil settled in rupees and yuan. One fifth of all global oil trade was already settling outside the dollar by 2023. The dollar's share of global reserves had fallen to a 30 year low. The petrodollar was dying already. To understand why this matters you need to understand what the petrodollar actually is. It is a protection deal. In 1974, Kissinger flew to Riyadh and made a secret agreement with King Faisal. Saudi Arabia prices oil in dollars and recycles profits into US Treasuries. In return, America guarantees Saudi security. Weapons, troops, and the promise that US military keeps the shipping lanes open. Every OPEC member followed within a year. The arrangement gave Washington something extraordinary. A permanent buyer for its debt. The ability to borrow cheaply and run deficits indefinitely while maintaining the world's reserve currency. For fifty years Gulf states believed this was a partnership. It was not. It was leverage. And when Gulf states started building their own exits, that leverage had to be demonstrated again. On February 28, 2026, the demonstration began. Iran closed the Strait of Hormuz. Kuwait has no bypass pipeline. Qatar sends 93% of its LNG through it. Saudi Arabia exports 5.5 million barrels per day through it. Multiple Gulf energy companies declared force majeure simultaneously for the first time in history. Oil hit $120. R Refineries were shut. The IEA called it the largest energy supply disruption in history. And the same Gulf states that had been quietly building yuan settlement systems and joining Chinese financial infrastructure found themselves with their entire economic survival at stake and only one country capable of doing anything about it. They went back to Washington and asked for help. Saudi Arabia reversed its refusal to grant the US military base access. The UAE declared willingness to join a US coalition. The GCC went to the UN and called for US-backed force to reopen the strait. Countries that had been distancing themselves from American dependence for two years were suddenly asking America to come back and protect them. That is not a coincidence, That is the leverage being applied. Now look at what happened to the dollar while all of this was happening. DXY surged to a 10 month high. Gold collapsed 13 to 20%, its worst month since 2013. Investors sold alternative stores of value and bought dollars. Every barrel of emergency oil released by the IEA was priced and settled in dollars. SWIFT data showed the dollar's share of global transactions at its highest level in years. And Gulf states who had been accumulating yuan and building alternative payment systems ended up spending their crisis buying American weapons instead. A $16.5 billion emergency arms package was approved during the war. The petrodollar recycling mechanism, dollars earned from oil flowing back into American defense industry, ran perfectly. Now look at what Trump had been saying for years before the war. He threatened BRICS nations with 100% tariffs if they backed any alternative to the dollar. He said directly that losing the world's reserve currency would be "like losing a war." His National Security Strategy, published one month before the bombs fell, explicitly named preventing any power from controlling Middle Eastern oil chokepoints as a core US interest. After the war started he posted publicly: "With a little more time, we can easily OPEN THE HORMUZ STRAIT, TAKE THE OIL, and MAKE A FORTUNE." This is the part that should make every Gulf state rethink everything. The system was sold to them as a partnership. America protects you. You price oil in dollars. Mutual benefit. But when Gulf states started building exits, a war appeared that destroyed their ability to use those exits and forced them back into dependence. Gulf states spent two years building non dollar infrastructure. Then a crisis arrived that made all of it irrelevant overnight and left them with no option except to ask Washington for protection. The dollar surged. American weapons factories got new orders. And the countries trying to escape the system found themselves locked back inside it. That is a reset. And the people who paid for it are the same ones who always pay, The Gulf. The petrodollar was never a partnership. It was always a system designed to make American power self financing. The Iran war did not threaten that system. It renewed it.

@FL0WG0D Black monday?! Lool what are you talking about, weekend futures are quasi flat…

Touch some sand before Black Monday $SPY

@fifteenCAGR @TheStockBro @JesseCohenInv @Investingcom Buffet not going to buy a zero growth 30x PE retailer….

@TheStockBro @spacestorm6 @JesseCohenInv @Investingcom Maybe Warren Buffett will step in! But you are right, I don’t count brand power and intangibles. I just look at the cash. Hope it goes up for you!

🚨 $NKE shares are down 8% in after hours trading despite better than expected earnings. Is Nike a dying brand?