Technical analyst. Share, ETF and futures trader. Passionate about economics and finance. Tweets are not financial advice.
Earth
Joined February 2012
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Share_Trader retweeted
South Africa's Biggest City Faces Total Infrastructure Collapse zerohedge.com/political/sout…
Share_Trader retweeted
$SPCX SpaceXSI - What Actually Pays The Bills Now Is AI.
SpaceXSI brought in $14.6B of revenue in Q3, up 161% from a year ago. AI compute was $7.56B of that, more than Starlink at $5.25B and Launch at $1.77B combined. These totals include the merged xAI and X business.
Starlink went from 2.3M subscribers at the end of 2023 to 13.6M at the end of September.
If Q4 matches Q3, 2026 lands near $41.7B. For 2027, analysts see about $180B in the base case, and JPMorgan's bull case is $254B. Musk's $500B to $1T is his goal for the yearly revenue pace by the end of 2027, not 2027 revenue.
The catch is spending. Q3 capex was $19.6B, more than the quarter's revenue. The stock is at $134.72, right on its $135 IPO price.
JSE Top40. Not a good looking chart. Trading on support, but a head and shoulders below the MA 200 are looming. Further weakness could see it reaching a 95500 target.
Share_Trader retweeted
Just a timely reminder, before you rush to buy the Anthropic IPO, that out of the 20 largest public offerings since 2010, the average drawdown was 60% in their first 12 months.
I have never seen anything like the AI race in 30 years of trading markets. Some of the largest companies in the world are betting literally everything on this. There will be winners and losers. It will affect everyone in the data centre value chain. No one will be spared.
When companies issue more shares to the public and dilute current ownership it's because they have already exhausted all other avenues to acquire capital for growth. The risk of holding shares in these companies just increased. There will be AI winners and losers. Be nimble.
Share_Trader retweeted
"The ant is a collectively intelligent and individually stupid animal; man is the opposite."
Karl von Frisch
$SOL Sasol. Well on its way to the R320 target on the back of geopolitical risk.
I love how the newbies call almost any red day on the markets a crash. You're going to learn some hard lessons.
When Wall street start repackaging debt and passing it on to main street, it time for caution. You don't want to end up being a bag holder here.
SA Founders ETF would be a record breaking investment if it existed.
-Natera
-Monster
-Immunity Bio
-Tesla
-SpaceX
$HUBS HubSpot. Nice consolidation base in process. Also a break of the MA 200 on the daily chart.
Sign that are getting more investor mature is when you start looking more at your portfolio than any single shares in your portfolio.
