Daniel
@danielisdizzy
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$SPCX ACQUIRES CURSOR FOR $60B.
Months ago, Jensen Huang $NVDA said:
"My favorite enterprise AI service is Cursor. Cursor is an AI coder. Every one of our engineers is now assisted by Cursor, and our productivity has gone up incredibly."
Elon is playing to win.
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Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary.
"AI is going to make almost everything cost less. We're at the front end of a productivity boom."
The problem is that today's economy is telling a different story.
Inflation is at 4.2%, its highest level in three years.
Tensions with Iran continue to threaten oil supplies.
The labor market remains strong.
AI may be deflationary in the long run, but the Fed has to deal with today's inflation first.
I don't expect a single rate cut before the end of 2026.
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Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages.
Don't become a victim of FOMO.
IPO day is not where the best opportunities are made.
In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price.
Just look at $META.
After its 2012 IPO, the stock lost more than 50% of its value within three months.
The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock.
That's when I'll be buying heavy.
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