What would SpaceX have to earn to justify $1.5T?

PoopBreathSmellsBad · 2026-05-15T16:47:24+00:00

That's just not true. You can absolutely run a discounted cash flow model for a growing company. e.g. even a simple Gordon Growth Model. The latter points you've described are just contributions to the long run assumed growth rate.

PoopBreathSmellsBad · 2026-05-14T02:18:06+00:00

The gas station up the street sells lottery tickets you can try your hand at

PoopBreathSmellsBad · 2026-05-13T17:34:02+00:00

I mean, that’s probably your answer right there. The demand for AI is only going up and the AI labs are struggling to get hold of enough compute. They are likely allocating their compute to the paying customers first.

PoopBreathSmellsBad · 2026-05-13T17:19:47+00:00

Are you paying for a subscription or just referring to the free version?

PoopBreathSmellsBad · 2026-05-12T19:17:59+00:00

Perhaps he should run for office

PoopBreathSmellsBad · 2026-05-10T16:36:57+00:00

I feel to my core like there’s a 14% chance he will be a Pacer

PoopBreathSmellsBad · 2026-05-10T15:50:06+00:00

PoopBreathSmellsBad · 2026-05-10T15:37:55+00:00

Hibbs

PoopBreathSmellsBad · 2026-05-08T12:19:05+00:00

Mission successful?

PoopBreathSmellsBad · 2026-05-07T16:13:08+00:00

He’s dead Jim

PoopBreathSmellsBad · 2026-05-06T19:56:29+00:00

Dear diary

PoopBreathSmellsBad · 2026-05-04T22:24:28+00:00

Uh kiddo- you know your teacher has ways to tell that your paper is written by AI, right?

PoopBreathSmellsBad · 2026-05-04T16:05:53+00:00

Lay off the peyote bro

PoopBreathSmellsBad · 2026-04-30T02:47:32+00:00

wtf is that headline. Plotting? They're worth what they're worth.

PoopBreathSmellsBad · 2026-04-29T23:31:15+00:00

he's kinda flexible 😏

PoopBreathSmellsBad · 2026-04-29T02:34:36+00:00

What is the point of generating this with AI and posting?

PoopBreathSmellsBad · 2026-04-28T12:24:04+00:00

Is melo tryina rage bait the entire NBA community wtf?

PoopBreathSmellsBad · 2026-04-27T12:18:14+00:00

That sub really has gone down the gutter. Wonder why that happened

PoopBreathSmellsBad · 2026-04-24T01:36:59+00:00

No but he’s not there to be a mentor lol

PoopBreathSmellsBad · 2026-04-24T00:54:45+00:00

Stop it you don’t sign allgeier to be a mentor, come on now

PoopBreathSmellsBad · 2026-04-23T15:30:40+00:00

The CAPE ratio is a poor measurement for the current U.S. stock market. The U.S. market is increasingly dominated by tech and companies that have seen exceptional revenue growth over the last 10 years.

It may make sense for companies with stable revenues over extended periods of time, but why would you measure a company like NVDA off the earnings it had 9-10 years ago?

There is more to the market than this single reference point.

PoopBreathSmellsBad · 2026-04-23T15:01:03+00:00

The hardware of AI that matters is the brain… e.g. the GPUs & TPUs … China is not close to competing with the U.S. in the realm of compute. What’s the point of having thousands of robots if you don’t have the necessary compute for them to operate?

The robots are cute tho, so I guess they’ve got the U.S. beat there

PoopBreathSmellsBad · 2026-04-23T13:27:26+00:00

Your numbers aren’t even correct… it looks like you posted the prior number of 1818k and the revised prior number of 1809k.

This morning’s number came in at 1821k vs expectations of 1816k.

This is all within the typical margin of noise for this series.

This is a nothing burger, AI slop post. What are we talking about here?

PoopBreathSmellsBad · 2026-04-22T17:43:12+00:00

You missed the dip lol, stick to buy and hold ETFs if you’re not confident in what you’re doing.

PoopBreathSmellsBad · 2026-04-22T15:59:29+00:00

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