Jeff Ross
@FormerDrJeff
Physician turned macro investor | Vailshire Capital MD since 2014 | Sound money, hard assets, innovation | Personal views; not advice/offers; may hold positions
参加 July 2026
769 フォロー中 29.1K ファン
What I'm watching... 👀
Tesla x SpaceX 🚀🚗
Barclays upgraded $TSLA to Overweight this morning (target $450), calling a SpaceX combo "a key part of the bull case."
No terms yet, antitrust questions, and it needs a majority of ALL outstanding votes. Big if.
Regardless, it's fun to watch
(Disclosure: I and the fund I manage are long $TSLA & $SPCX. Not individual investment advice.)
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