@SaulsDoug @1Nicdar Wrong, while generally true, it depends on multiple factors like demamd conditions, productivity, and fiscal multipliers.
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lopydeer
1.1K posts
@1Nicdar Smaller the Government the lower inflation goes so yes I absolutely voted for this.
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@BaileyCarlin Imagine the dystopian hellscape where one has to utter the phrase "I requested a tree and they put it in"
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I requested a tree for a second time for outside of my condo building and they put it in 3 days later. Had been waiting 3 years lol.
Jenni@hashjenni
New Yorkers, what changes have you seen under Mamdani’s leadership and are you generally pleased? If not, why?
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The Canadian who set up a $583/month automatic contribution to an index fund inside their TFSA at 25 and never touched it will have approximately $2,100,000 tax free at 65.
Your future self will either thank you or wish you had started sooner.
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@kylecompute @mil000 Better than most? Better than a public company? Answer is no…
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Angel investor = $2k at $1m valuation
Brycent@brycent
Proud Angel investor in Zolvo (YC P26) Caught up with the CEO before she pitches at Demo day! Go crush it Isabela!
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@I_Find_ARSES @joshuakloke @TheAthleticFC I think I would start with Tani and Promise, I think they complement each other very well. Tani has the pace, and Promise the strength and finishing. Larin would be a good choice off the bench imo. Bring him when the defense is tired. And bring JD at 60’.
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@joshuakloke @TheAthleticFC Disagree that #JDavid #CanMnt is a safe bet to respond from a poor game against Bosnia. Bench JD and start the duo of #Larin and #Promise that worked well against Bosnia in second half. Keep shaking up the forwards until someone makes it difficult not to start them!
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Canada looked better in their second half against Bosnia. Could that impact their lineup against Qatar?
What I’m hearing and seeing from Canada’s training in Vancouver, unlocked for all at @TheAthleticFC #CANMNT
nytimes.com/athletic/73672…
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@FollowIncentiv @NKY_Leftist Global ISP TAM is estimated at 900B. If they get 25% of that, it equals to 225B in revenue per year. And the assumption of the 25% may be generous. We are far from something that justifies the current valuation. Explain me the economics of space data centers?
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@lopydeer @NKY_Leftist I think a lot of people use Starlink.
And now they are bringing data centers to space.
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The 4th largest company in the world. It doesn't produce anything. It doesn't make money. It has no plans to make money. It wouldn't even have stayed afloat if not for taxpayer dollars. I mean y'all cannot be serious rn
The Kobeissi Letter@KobeissiLetter
BREAKING: SpaceX, $SPCX, officially surpasses Microsoft to become the 4th largest public company in the world, now worth $2.95 trillion.
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@JDD31752233 @PaladinPodimir @NKY_Leftist Amazon didn’t have the equivalent of a 3T market cap when it started. Do you know the assumptions required to reach this valuation? Probably not, because you used an AI to make your response…
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@lopydeer @PaladinPodimir @NKY_Leftist Congrats, you discovered that companies spending billions building the future don’t always have massive free cash flow on day one. If FCF alone predicted winners, nobody would’ve invested in Amazon before it became Amazon.
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@JDD31752233 @PaladinPodimir @NKY_Leftist Nvidia makes 100B a year in FCF atm. SpaceX has and will most likely have negative FCF for a while. This means they are investing more than they are generating. I don’t see a world where it becomes 3x the size of Nvidia next year (which would be needed to justify the price).
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@lopydeer @PaladinPodimir @NKY_Leftist Funny how you’re mocking people for investing in the future while ignoring that some of the biggest companies in history looked ‘overpriced’ before they changed entire industries. Sometimes the biggest mistake is valuing tomorrow with yesterday’s numbers
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@mangold_josh @NKY_Leftist You don’t know shit about valuation brother
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@NKY_Leftist Crazy seeing some people speak without knowing a damn thing. Bro thought he cooked on this one...
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@FollowIncentiv @NKY_Leftist So probably 80%+ of the world uses a Microsoft product. What’s the % of addressable customer for SpaceX? The US Gov and a few private companies? Yet Microsoft is valued less? Lol..
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@NKY_Leftist Claim “4th largest company in the world. It doesn’t produce anything”
Evidence?
GIF
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@PaladinPodimir @NKY_Leftist Yet it implies close to 300b in expected fcf in perpetuity. I’m assuming you don’t even know what that is. What are people smoking to invest in this company at this price…
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@NKY_Leftist What are you talking about? It produces the largest rocket ever made, it sends shit I to space more than any entity in history, it makes money off of Starlink that they personally shot their own satellites into space for. Like what are you smoking?
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@NKY_Leftist I mean cool. Put your life savings into puts. If you are correct, you'll be richer than him.
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@0aCarpet @NKY_Leftist Explain your point using numbers. Lets see if you arrive at a 3T market cap…
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@NKY_Leftist 95 percent of orbital tonnage. Rescued 2 US Astronauts from Int Space Station. Provides Internet access communications in Rural US. Provides lifeline communications in Ukraine. How’s that for fact(s)
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@_nethrix_ @NKY_Leftist I have a question for you. What will be the FCF, and when do you expect it to be positive?
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@NKY_Leftist Starlink
Spaceships that land themselves
Government contracts / launches
Disruptive AI technology that is impressive considering start date
You are a moron.
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@NKY_Leftist It’s about potential. It’s always about potential. I quite enjoy folks getting so bent out of shape over this. Go touch grass - is that the right sayin’?
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@FlushCityGC @NKY_Leftist Explain to me with numbers how you can justify a 3T market cap? Because I can’t…
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@NKY_Leftist Doesn’t produce anything? They have huge rocket, internet, and Ai businesses. The fact that donks like you are bearish means you can’t be bullish enough! 🚀
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@Lachzilla123 @NKY_Leftist The stock is overvalued compared to its intrinsic value. The 3T market cap implies roughly 300B in fcf per year in perpetuity, assuming the perpetuity starts a year from now … 300B fcf / 10% wacc = 3T
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@NKY_Leftist stock price isnt just based of current value, its also based of percieved future value, SpaceX is likely to be the first on mars, its also influenced by people just trying to make money from stocks, and since its growing fast, people buy, making it grow faster
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@cmsinvests I’m sure that exposing yourself to a lot of idiosyncratic risk is the best risk/reward move…
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Sometimes I feel like putting my entire $40,000 portfolio into $SPCX and just let it ride for the next 40 years.
I’m currently 18, would this be a good idea?
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