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42:11SHORT
“it's sort of a part psychological stock where it's like, well, is there other money that's going to come in … SpaceX just feels like total lunacy given the…”
@TBPN · Eric Newcomer
SpaceX's valuation rests on sentiment and the next buyer, not fundamentals; the premium deflates as flows slow.
SPCXSHORT@ $197.28
$109.96+44.27%
since call Jun 17
peak +46.0%
109:40LONG
“the amount of workload, that request rate that we are seeing is greater than all of the previous years combined … as people are moving from proof of concepts…”
@TBPN
AWS AI adoption goes PoC-to-production via Bedrock and AgentCore, compounding capex into AWS revenue and AMZN earnings.
AMZNLONG@ $240.24
$265.57+10.54%
since call Jun 17
peak +14.6%
141:49LONG
“this 3- to 4-year period of the iPhone, incredibly impressive. They're knocking it out of the park … the next few years are remarkable as well.”
@TBPN · Mark Gurman
Apple's 2025-2027 iPhone roadmap is its strongest ever; foldable, Air 2, 20th anniversary redesign drive a huge cycle
AAPLLONG@ $302.29
$303.27+0.32%
since call Jun 17
peak +16.5%
185:00LONG
“while the stock price is so high, that serves as a currency for acquisition … Is there going to be an acquisition spree? Will there be a roll-up?”
@TBPN · John Coogan
SpaceX's sky-high stock is its own M&A currency; an all-stock acquisition spree compounds the conglomerate's value.
SPCXLONG@ $192.48
$109.96-42.88%
since call Jun 17
TIMESTAMPS
42:11
109:40
141:49
185:00