Imagination is the only Limitation to Innovation.
Fort Lauderdale
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Rolv Heggenhougen retweeted
French students, future doctors and lawyers. A bright future for France.
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Rolv Heggenhougen retweeted
🚨 BIG FSD NEWS FROM GERMANY 🇩🇪
Germany’s Transport Minister Steffen Bilger is now openly pushing for Tesla FSD Supervised to be deployed across Europe as soon as possible.
And the key part: if the EU can’t reach an agreement, he says Germany should discuss what it can do on its OWN.
That’s a pretty significant shift in tone from Germany.
Translation: Germany may not be willing to wait forever for Brussels. 👀
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Rolv Heggenhougen retweeted
🚨🇫🇷 Meanwhile in Paris
You are witnessing the start of complete societal collapse across France as the Lunatic Left have formed a violent unholy alliance with Islamists & migrants.
It won’t end well for them.
Luc Auffret
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Rolv Heggenhougen retweeted
Adam Jonas on @SpaceX:
"I regularly present to large groups of clients and ask the room: "Who here owns $SPCX shares?" Last night, when I did that in front of 40 clients, not a single hand went up. Sometimes it's 1 or 2 hands. Rarely more. SpaceX is a conglomeration of many tightly interlinked businesses in sectors where, to fully appreciate any of them, investors have to understand all of them - or at least understand them in concert.
Only a select handful of people in the world understand the engineering challenges with Starship's heat shield or the inner workings of a full-flow staged combustion rocket engine to properly judge the testing path. Fewer still can say where compute pricing is heading as agentic token demand grows. The highly uncertain variables of quantity and price ($/watt) of compute can swing even next year's revenue by potentially a multiple. We are sympathetic to the investor that approaches SPCX from one angle, such as Telcos or A&D or AI in isolation. Doing so would make the stock look quite expensive. Our message to investors is that valuing SPCX is more of an 'and' problem than an 'or' problem. The unusual dimensionality that makes it challenging to value the stock, in and of itself, gives the stock its value.
• To appreciate the magnitude: Visible Alpha consensus currently models $17.6/watt on 4.1 avg GW, meaning each incremental $10/watt adds > in consensus revenue (>1/3 of total cons FY27 rev) with no change in compute deployed.
• We believe SpaceX's recently announced short-term neocloud contracts (least value-add of all AI businesses) are at $30-50/watt - with the supply/demand for compute headed tighter into year-end based on industry pricing."
Morgan Stanley's Adam Jonas in new @SpaceX note:
"We think that over the next few weeks (ahead of Starship Flight 15), investors can take advantage of a unique opportunity to buy shares that look unusually cheap. We expect developments over the next few months will help investors better appreciate the role of SPCX in addressing the critical bottlenecks of power and chip making, potentially unlocking earnings growth and multiple expansion for the stock."
Price target the same at $300.
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Rolv Heggenhougen retweeted
$SPCX - MORGAN STANLEY: SPACEX “CHEAP AND GETTING CHEAPER”
Morgan Stanley reiterates Overweight on SpaceX with a $300 price target, arguing the stock looks cheap once its growth profile is considered.
Analyst Adam Jonas says SpaceX trades roughly 40% below mega-cap AI peers on a growth-adjusted basis.
Potential catalysts include upcoming Starship flights, Q3 earnings, Grok releases and additional neocloud deals, with a successful Starship catch potentially the biggest catalyst since the IPO.
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$NVDA guiding 70% growth next year. A $235B buyback. Lowest forward P/E in years. Best margins, best demand, best balance sheet in the entire sector. People still think this is priced in. I’m holding. I’m buying. I’m not blinking.
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Rolv Heggenhougen retweeted
NVIDIA CEO Jensen Huang:
“If I were to advise you as a shareholder, I would say this:”
“NVIDIA is quite inexpensive right now.”
“Quite affordable.”
“NVIDIA is a somewhat unusual company.”
“NVIDIA is already the largest company in the world, yet it is still one of the fastest-growing companies in the world.”
“So it’s unusual for a company of our size to be growing as quickly as we are. And that may make the market a little uncomfortable.”
“The market will get used to it. And I believe NVIDIA’s prosperity lies ahead of us.”
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Anybody remember Y2K? Climate crisis? COVID? Now it's AI. Always democrats hell-bent on destroying the US and grab power
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Rolv Heggenhougen retweeted
Jobs are scarce, because 100 million people need to be deported. The housing market remains tight, because 100 million people need to be deported. Children are expensive, because 100 million people need to be deported.
Deportations improve everything.
America is for Americans.
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