Gotta say, $SPCX's Starlink opportunity is MASSIVE and the V3 Starlink sats are super exciting. 10x the bandwidth and if Starship starts delivering them at scale, it's a major step-up function for the Starlink service. Company is still a little over-priced for my taste, but SpaceX's future is extremely bright on that 1 thing alone, if nothing else!

$PLTR up 30% today after crushing earnings, is now worth nearly 1/2 a $MU, which will make more profits THIS QUARTER than Palantir will have REVENUES in all of 2028 assuming 100%+ YoY growth for the next 2 years! But with a FPE of 6 only Micron is in a bubble all by itself guys. Memory profits not like other profits. 🤣

People are too critical of founders for either selling or not selling stock...they can't win! @JeffBezos is criticized for "not paying taxes" if he doesn't sell $AMZN shares, and then he's criticized for selling shares, despite selling just 2% of his shares (~$4 Billion), which will trigger ~$1 Billion in taxes. Plus he's likely going to invest most of the proceeds in more awesome companies, like Blue Origin. And btw, in Jeff Bezos' case, he never had a real pay package at Amazon. His salary at Amazon was $81,400 with NO STOCK, NO BONUSES and nothing else! He declined extra pay because he already owned a massive equity stake in Amazon and felt he did not need further financial incentives. (unlike another founder who shall remain nameless)

Savvy Trader makes portfolios of investment influencers (who share their portfolio on Savvy Trader) incredibly transparent with the entire history saved and presented in a variety of ways...this new Allocation History feature is super cool. You can see it here for my portfolio:

The irony and ridiculous nature of the market in the short-term is this: $MSFT has gained nearly the value of a whole $MU in 3 days due to excitement around AI. Yet, Micron, who will likely make more profits than Microsoft in the next year, is valued at around $900 Billion. If AI is exciting for Microsoft, it should be doubly exciting for Micron.

I just made 3 trades in my portfolio. 1) Sold almost 40% of my $HOOD. Largely to maintain my cash position, even though I want to buy other stocks... 2) Bought ~11% more $META. What can I say...I think this stock is mis-priced under $1,000! 3) Bought another ~2.5% more $MU as I also think this stock is mis-priced under $1,800!

Sadly, as big as this crater will be, it's still too small to be visible to our telescopes. However, the plume of dust and moon rocks that go flying might be. I hope we get some cool images/videos of the impact. Also, lunar orbiters should be able to get good images of the crater afterwards.

Random Sunday thought about $SPCX and Starship... Starship might be able to start delivering usable satellites and payload to orbit in "expendable mode" (where both Starship and Booster are destroyed) as early as *the next launch* - this could be big! Here's why... Even in "expendable" mode, IF a full stack (booster+Starship) costs $100 Million (public estimates), SpaceX could charge upwards of $250 Million for a single launch. If it can deliver 100 Tons to orbit. That would mean ~$2.5 Million per ton, which is an awesome price, despite not having reusability and would still provide good gross margins for SpaceX. Falcon 9 still costs over $3 Million per ton to orbit. Kind of cool. Especially because I think SpaceX might still be quite a ways away from full reusability (my guess would be 2028 at earliest). hmmm🤔

When Jensen said $MRVL would be "the next trillion-dollar company" it was trading at $205 (~$180 Billion market cap). It quickly shot up more than 50% reaching over $316/share. Now it's at $187. Marvel is a fast-growing and impressive business, but with annual revenues shy of $10 Billion (TTM), and a forward PE of 47, such a company would still need many years of growth before it could justify a $1 Trillion valuation. For comparison, $MU has more than 10x the revenue and a forward PE of just 6 and it's STILL trading at under $1 Trillion market cap!

Elon thinks Optimus will be the best surgeon in the world in 3 years… The better estimate will be if Optimus can get a Coke by the end of this decade?