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16:25LONG
“It's an incredible company. It's a one of one. It's just a unique animal. I think that the highest price to sales was essentially these last few days…”
@All-In Podcast · Chamath Palihapitiya
SpaceX is a one-of-one that grows into and past its IPO valuation as revenue compounds
SPCXLONG@ $182.16
$109.87-39.69%
since call Jun 19
51:49LONG
“the market forces are so strong for a diffusion of each layer in the stack, finding its way to the cheapest, the more available…”
@All-In Podcast · David Friedberg
As open-weight models commoditize the AI stack, value flows to the cheap-cloud open-source leader, lifting Alibaba.
BABALONG@ $109.08
$124.28+13.93%
since call Jun 19
peak +14.0%
79:56SHORT
“If all that enriched uranium comes out of the country, I think it's a very big deal because even if they restarted the program…”
@All-In Podcast · David Friedberg
Bulk uranium removal makes Iran's setback durable, draining the last Middle East war premium from oil.
WTISHORT@ $78.32
$87.63-11.89%
since call Jun 19
80:51LONG
“I think the market's going to the moon.”
@All-In Podcast · Chamath Palihapitiya
Iran peace MOU with enriched uranium removal sends the market to the moon
SP500LONG@ $7,381.12
$7,364.56-0.22%
since call Jun 19
peak +1.4%
TIMESTAMPS
16:25
51:49
79:56
80:51