Futures are higher. Oil is down.
SpaceX IPO was strong, brokers were cutting allocations to retail in favor of the institutional allocations.
Elon is projecting $1T in rev by 2030
51% of Tesla/SpaceX merger by end of year
Oppenheimer is saying ASTS, BKSY and IRDM will benefit from SpaceX
Price is always more important than the narrative
Gold oversold but technically in a downtrend now so stay away.
Anthropic’s new Fable model (Mythos with guardrails) had a jailbreak loophole so the US Gov basically banned it. This is just the tip of the AI iceberg. >80% of people have no clue what is coming and how big these datacenters are. There will be companies that go under, but a few will prevail and change the entire world. China just released GLM 5.2 an OPENSOURCED model that is pushing incredible scores.
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