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39:25SHORT
“It's a collection of some great businesses … a valuation that only one man on earth can achieve.”
@TBPN
SpaceX debuts at ~$2.2 trillion — instantly top-five-company size at roughly 95x revenue, a price only Elon commands; that premium fades as the math catches up.
SPCXSHORT@ $164.16
$109.94+33.03%
since call Jun 12
peak +35.9%
49:55LONG
“Can you imagine telling somebody that 2 years ago that SpaceX in 2026 would be worth $2.3 trillion and Meta would be worth $1.4 trillion”
@TBPN
Meta makes $200 billion a year, growing 30%, and trades at $1.4 trillion while SpaceX debuts at $2.3 trillion; the cheap one catches up.
METALONG@ $567.14
$565.64-0.26%
since call Jun 12
peak +20.7%
TIMESTAMPS
39:25
49:55