Even SpaceX goes to 300, it only means 2 X for commoners
If Sam Bankman-Fried's FTX didn't liquidate its investments following the collapse, it would still hold:
• Solana: $7.0 billion (35x)
• SpaceX: $15.1 billion (75x)
• Cursor: $3 billion (15,000x)
• Robinhood: $6.7 billion (11x)
• Anthropic: $170.5 billion (340x)
• Genesis Digital: $3.5 billion (3x)
Estimated Portfolio Value: $206,000,000,000
RC retweeted
If Sam Bankman-Fried's FTX didn't liquidate its investments following the collapse, it would still hold:
• Solana: $7.0 billion (35x)
• SpaceX: $15.1 billion (75x)
• Cursor: $3 billion (15,000x)
• Robinhood: $6.7 billion (11x)
• Anthropic: $170.5 billion (340x)
• Genesis Digital: $3.5 billion (3x)
Estimated Portfolio Value: $206,000,000,000
RC retweeted
Trump , Nancy Pelosi , Peter Thiel & the CEO are all buying this energy stock…
$VST (Vistra) owns nuclear and natural-gas power plants supplying electricity to AI data centers. Customers include Meta and AWS.
Catalysts: huge long-term power deals, rising AI electricity demand, and its new NVIDIA-backed Helix data-center partnership.
I have a longterm position
RC retweeted
NEWS: Google's reported stock portfolio is now 95% SpaceX.
Out of a $99.1 billion 13F portfolio, $94.2 billion is SpaceX. The 27 other holdings add up to just $4.9 billion.
It all comes from one bet. In 2015, Google put $900 million into SpaceX.
Eleven years later, after SpaceX went public, that stake is worth about $94 billion. That is roughly a 105 times return.
Put another way, Google's single SpaceX stake is now worth more than everything else it has reported since 2013 combined, which is $87.5 billion across 51 filings.
Source: SEC 13F filings, Q2 2026
RC retweeted
Price to Sales Ratio (TTM Sales)
SpaceX: 79
Palantir: 72
Broadcom: 27
NVIDIA: 21
AMD: 19
Applied Materials: 14
Microsoft: 11
Tesla: 11
Micron: 11
Apple: 10
Google: 10
Intel: 8
Cisco: 8
Netflix: 7
Meta: 7
Oracle: 6
Amazon: 4
S&P 500: 3.5
RC retweeted
Breaking: Michael Burry has disclosed his updated positions
He:
• Added to Micron $MU short at $933.86
• Added to Nvidia $NVDA short at $210.28
• Added to Caterpillar $CAT short at $893.49
• Added to Semiconductor ETF $SOXX short at $535.83
• Added to Flutter $FLUT long at $100.72
• Added to DraftKings $DKNG long at $23.07
• Added to Molina $MOH long at $197.02
Burry left his Tesla, Palantir and QQQ shorts untouched
RC retweeted
🚨 Absolutely INSANE that Tesla just left Wall Street analysts scratching their heads.
It's the fourth best quarter of all-time, beating expectations by over 74,000 units.
Tesla beat expectations by OVER 15 PERCENT.
Given the spike in oil price last quarter, but oil is coming down
Gary Black forecasted 420,000. Published consensus was ~406K, the analyst whisper topped out around 418–420K, prediction-market whispers reached 450–475K, and the actual print (480K) beat every one of them.
Investors not the analysts only partially anticipated based on the prediction markets Number was 20K over the median prediction market. $TSLA
