“it was so over for all the SaaS companies, but the SaaSpocalypse might be canceled … A lot of companies are up”
SaaSpocalypse reverses as AI monetization proves real; the beaten-down software group re-rates upward.
“I did hire like almost 20% more salespeople … because I need more capacity because we have more demand than ever.”
Benioff freezing engineer/service headcount on AI while hiring 20% more sales reps signals record demand, not SaaS decline.
“Favorable CFTC entrenches prediction markets; ICE's $1.6B Polymarket stake is the listed way to own that growth.”
Favorable CFTC entrenches prediction markets; ICE's $1.6B Polymarket stake is the listed way to own that growth.
“If you're a wireless carrier, you don't want to be locked into Starlink exclusively, and so you want to get an ASTS working for you and you continue to back…”
Carriers won't accept a Starlink monopoly, so they keep funding AST SpaceMobile as the alternative.
“if you are a company that needs to launch satellites into space … you are helping Blue Origin and Rocket Lab continue to chop down the wood”
Satellite operators want launch competition, so they back Rocket Lab and Blue Origin, which is bullish for launch names.
“Index providers waived the profitability requirement and cut the seasoning window from 90 days to just 5. This forces over $30 trillion in passive 401 and retirement money to buy SpaceX at IPO valuati”
Thin SpaceX float plus mechanical Nasdaq-100 and Russell index buying funnels forced demand into a scarce share count, lifting the implied price.
“Radiant Nuclear is building a container-sized microreactor, gives you a megawatt, half the power for 5 years with no refueling.”
Off-grid microreactors make nuclear the answer to data-center power, lifting the whole nuclear buildout chain.
“We're going to build a new kind of battery that lasts 100 days”
Multi-day iron-air storage going commercial validates grid-scale storage demand; GE Vernova builds and finances it.