SpaceX is a one-of-one that grows into and past its IPO valuation as revenue compounds
It's an incredible company. It's a one of one. It's just a unique animal. I think that the highest price to sales was essentially these last few days, and now it's just going to grow into its valuation and generally just grow valuation.
Peak+1.1%
Iran peace MOU with enriched uranium removal sends the market to the moon
I think the market's going to the moon.
Peak+1.6%
As open-weight models commoditize the AI stack, value flows to the cheap-cloud open-source leader, lifting Alibaba.
there's currently a natural market force for two things. One is more open source, and second is a fragmentation of the AI stack.
Peak+12.7%
Bulk uranium removal makes Iran's setback durable, draining the last Middle East war premium from oil.
If all that enriched uranium comes out of the country, I think it's a very big deal because even if they restarted the program, even if they resourced the equipment, rebuilt the intelligence to do it, et cetera, et cetera, it's going to take years to a decade to 15 years plus to build enough enriched uranium to build a nuclear weapon.
Peak+13.3%