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Speaker record

Eric Newcomer

1 calls

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Eric Newcomer

@EricNewcomer/guest

Avg+31.8%Win100%

Shows

tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow tbpnShow

Top tickers

SPCX1 calls

Speaker record

SPCX/short/tbpn

SpaceX's valuation rests on sentiment and the next buyer, not fundamentals; the premium deflates as flows slow.

as someone who's fairly bullish on Anthropic and OpenAI to some degree, like SpaceX just feels like total lunacy given the sort of insane TAM story that you have to believe.

Peak+33.5%

Reach & recent activity

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