I am Wall Street Conqueror. I will become the richest person in the world. My posts are not financial advice.
Joined March 2026
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In 2020, when Rocket Lab was being talked about at that table, Elon Musk wasn’t laughing. He was aware of the seriousness of the situation. But some people at the table were laughing mockingly.
While the ignorant mock, Elon Musk honestly said the following about Rocket Lab in 2020:
"I've been pretty impressed with Rocket Lab and they're making a go of it. Yeah, and they're do reusability, which is important, it's fundamental."
I have been researching space companies for a long time. I am a former Rocket Lab investor and I patiently waited for quite a while, without caring about the volatility. And like this, I experienced a close to 2000% rise and made a lot of money from Rocket Lab. I don’t like investing in companies that are widely talked about and praised by everyone. I prefer investing in cheap, small companies that have strong potential but go unnoticed by most people.
Until 5-6 years ago, Rocket Lab wasn’t such a big and successful company. Don’t forget where you came from, Rocket Lab investors.
$SPCX $FLY $RKLB $NASA $RDW $ASTS $LUNR $PL $BKSY $SPIR $SATS
This is not financial advice.
$ORCL
The Oracle daily chart looks almost like a beautiful work of art, with its Fibonacci levels, Point of Control, and the trend lines forming a triangle.
This is not financial advice.
$ORCL
Oracle’s guidance for at least $30 billion in free cash flow in FY2029 — versus prior expectations that it would remain negative that year — and $225 billion+ in revenue by FY2030 eased concerns about the payoff from AI spending, sending the stock up around 12%; this shows appetite for the tech/AI theme remains strong and supports the bullish sentiment in the US stock market.
This is not financial advice.
$ORCL
Oracle’s guidance for at least $30 billion in free cash flow in FY2029 — versus prior expectations that it would remain negative that year — and $225 billion+ in revenue by FY2030 eased concerns about the payoff from AI spending, sending the stock up around 12%; this shows appetite for the tech/AI theme remains strong and supports the bullish sentiment in the US stock market.
This is not financial advice.
The Fed kept rates steady in the 3.75–4% range (10-2 vote). Inflation remains elevated; Lisa Cook and Beth Hammack dissented in favor of a rate hike.
Economic activity was described as “strong,” but the policy language shifted to a wait-and-see approach (“the accumulation of more information will help determine policy”). Markets are reading this as leaving the door open for a possible hike in December.
In short: The hawkish bias continues, but the majority preferred not to rush at this meeting.
While all the major banks are not expecting a rate hike today, Bank of America is expecting a rate hike today 🤣🤣🤣
ENGLAND AND OTHER EUROPEAN COUNTRIES MUST ADOPT A PITILESS CAPITALIST ORDER; OTHERWISE, THEY WILL FALL INTO A PITIABLE STATE
The United Kingdom’s strong trade union system and rigid labor laws restrict operational flexibility and the free allocation of resources. Costly and slow dismissal processes reduce companies’ efficiency. If such anti-capital policies continue, the UK will fall behind in terms of investment and employment.
Therefore, it would be a more rational strategy for Rockstar to gradually wind down its UK operations and shift activities to more flexible countries, particularly relevant states in the United States. This would provide greater flexibility in workforce and cost management.
The recent Cyberleek leak, dismissal controversies, union vote, and release delays have been putting pressure on the $TTWO stock. However, after the launch of GTA 6, the quality and success of the game will overshadow all this noise.
This is not financial advice.
On CNBC, Arjun Kharpal discussed what to watch ahead of Microsoft ($MSFT) and Alphabet ($GOOGL)’s Q3 results, which are expected after the bell today.
Among the MAG7 companies this year, only Nvidia and Apple have outperformed the S&P 500. What they have in common is positive free cash flow. Microsoft is also free-cash-flow positive and has performed roughly in line with the S&P. By contrast, underperformers such as Meta and Amazon have negative free cash flow.
The market is currently rewarding free cash flow, profitability, and controlled spending. However, both Microsoft and Alphabet have raised their spending guidance this year.
For Alphabet, mid-teens growth in search is expected. The more closely watched area is Google’s custom chips (TPUs). Google recently announced a deal with Oracle under which Oracle will sell compute using Google’s TPUs in its own data centers. Traditionally, companies have kept these kinds of chips in-house for their own cloud services. Google is now trying to generate additional revenue by selling the chips through other hyperscalers as well.
Kharpal said that if this TPU business grows well, it could help offset some of the concerns around the core search business and open up a new infrastructure revenue stream for Google.
This is not financial advice.
$FLY IS NOT JUST A ROCKET COMPANY, IT’S A MISSION COMPANY!!!
SciTec is a long-established defense technology company founded in 1979 with 47 years of experience, playing a critical role in high-priority national security missions for the United States. As a subsidiary of Firefly Aerospace, it announced on October 28, 2026, that it had integrated OPIR data from the Wide Field of View satellite in geostationary orbit into the U.S. Space Force’s $259 million FORGE contract, significantly strengthening missile warning and tracking capabilities. This progress once again highlights SciTec’s strategic importance in missile defense and space domain awareness.
This is not financial advice.
TODAY THE FOMC AND BIG TECH EARNINGS COULD MOVE THE US STOCK MARKET — ARE YOU READY?
Today at 2:00 p.m. ET, the FOMC will announce its interest rate decision, followed by a press conference by Chair Kevin Warsh at 2:30 p.m. ET. Markets expect the Fed to hold rates steady in the current 3.75%-4.00% range. However, Warsh’s comments on inflation, the labor market, and the outlook for December will be closely watched by investors.
After the market closes, Microsoft and Alphabet will report their earnings. Commentary from both companies on cloud growth, AI investments, and capital expenditures will be important for technology stocks and the broader market direction.
In addition, elevated oil prices and geopolitical developments continue to influence risk appetite. Today’s data and corporate results are expected to shape the market’s performance for the rest of the session.
This is not financial advice.
$FLY IS EVEN MORE THAN $RKLB AND $PLTR!!! $FLY IS A MISSION COMPANY!!! JASON KIM IS THE MISSION CEO!!!
ONE DAY $FLY WILL HAVE A BIGGER MARKET CAP THAN $RKLB AND $PLTR!!!
$FLY has a very small market cap and huge potential. It can double in just one day.
Today’s bounce on $FLY was small; it will make much bigger upward moves.
This is not financial advice.
I AM THE MOST BULLISH $FLY INVESTOR IN THE WORLD!!!
$FLY IS NOT JUST A ROCKET COMPANY, IT’S MUCH MORE!!!
Most recently yesterday, I added to my $FLY position around $18. A very large portion of all my wealth is in $FLY. I have a large position in both the stock and the call options. There is very large upside potential in the long term. Even just in the next 3 months there is very large upside potential. I expect to make large profits from my call options expiring in February 2027.
This is not financial advice.
SQUEEZE SQUEEZE SQUEEZE 🍋
On the $SPCX chart, while the lows are behind us, a clear contraction in volatility is visible in the price action. The average cost of investors who have been holding since the IPO and the volume-weighted average price (aVWAP) of market participants who bought from the bottom are converging at the same point, indicating that the supply side is weakening. Historically, a similar structure was seen in $META in 2013; after the sharp pullback following its IPO, it broke a similar aVWAP consolidation to the upside and entered a long-term uptrend. Likewise, in the cases of $HOOD, $COIN, and $PLTR, these kinds of average-cost lockups at the lows resolved to the upside and produced strong price moves. $SPCX is currently at a technically similar breakout threshold; with selling pressure exhausting, a high-volume move could quickly test the liquidity gaps at higher levels.
This is not financial advice.
Tomorrow (October 28) is the most important day for the US stock market.
The FOMC interest rate decision will be announced at 2:00 PM ET. Markets largely expect the rate to remain unchanged. Therefore, the decision itself is less important than the language of the statement and the subsequent press conference by Kevin Warsh.
Warsh’s comments and his tone on inflation and growth will signal to the market what to expect for the December meeting. The probability of a rate hike in December is currently priced in at a certain level; if Warsh sounds more hawkish, that probability will rise, and if he sounds more dovish, it will fall. The market will mainly price in this shift in expectations.
Today’s (October 27) economic data and corporate earnings are important but secondary. The real direction will become clear with tomorrow’s statement and Warsh’s remarks.
This is not financial advice.
🥹🥹🥹
I’ve written hundreds of articles about Firefly Aerospace, and not once did Firefly Aerospace like any of my posts. Even though I wrote a critical piece about the billion-dollar Cowboy Space Corp., they liked my post.
Robinhood Co-Founder’s Cowboy Space Unveils Big Iron, Rivaling $RKLB Neutron and $FLY Eclipse
Cowboy Space Unveils Big Iron
Cowboy Space, the company of Robinhood co-founder Baiju Bhatt, today unveiled its “Big Iron” rocket. The 86-meter stainless steel vehicle is designed to turn its upper stage into a 1 MW AI data center in orbit. It targets a payload of more than 15 tons to SSO, with first flight planned for 2028.
The company claims that a roughly 30-person team developed and tested the engine combustion chamber in 90 days. However, rocket engine combustion chambers normally require much larger teams and multi-year development efforts; a 90-day timeline with a 30-person team is not considered reliable in the industry. It appears difficult for the vehicle to become a real competitor to Rocket Lab’s Neutron, which has a proven flight heritage through Electron, and to Firefly’s Eclipse, developed in partnership with Northrop Grumman. The company has not yet flown its own rocket; the project remains in an early stage and the 2028 target carries significant uncertainty. With its orbital AI vision, it is seeking to attract the interest of individual investors on Finx.
There is no information about this company going public soon, but it is creating excitement on FinX, and I think an IPO is possible in the near term. $FLY recently reached the $15.99 level and a market capitalization of approximately $2.68 billion. Comparing this with Cowboy Space’s $2 billion valuation from its $275 million Series B round reveals a major irrationality. $FLY looks extremely cheap.
This is not financial advice.
Robinhood Co-Founder’s Cowboy Space Unveils Big Iron, Rivaling $RKLB Neutron and $FLY Eclipse
Cowboy Space Unveils Big Iron
Cowboy Space, the company of Robinhood co-founder Baiju Bhatt, today unveiled its “Big Iron” rocket. The 86-meter stainless steel vehicle is designed to turn its upper stage into a 1 MW AI data center in orbit. It targets a payload of more than 15 tons to SSO, with first flight planned for 2028.
The company claims that a roughly 30-person team developed and tested the engine combustion chamber in 90 days. However, rocket engine combustion chambers normally require much larger teams and multi-year development efforts; a 90-day timeline with a 30-person team is not considered reliable in the industry. It appears difficult for the vehicle to become a real competitor to Rocket Lab’s Neutron, which has a proven flight heritage through Electron, and to Firefly’s Eclipse, developed in partnership with Northrop Grumman. The company has not yet flown its own rocket; the project remains in an early stage and the 2028 target carries significant uncertainty. With its orbital AI vision, it is seeking to attract the interest of individual investors on Finx.
There is no information about this company going public soon, but it is creating excitement on FinX, and I think an IPO is possible in the near term. $FLY recently reached the $15.99 level and a market capitalization of approximately $2.68 billion. Comparing this with Cowboy Space’s $2 billion valuation from its $275 million Series B round reveals a major irrationality. $FLY looks extremely cheap.
This is not financial advice.
AFTER A BEARISH SIGNAL FROM ELON MUSK ON NEOCLOUDS, $IREN, $NBIS AND $CRWV FELL TODAY BEFORE RISING AFTER THE ANTHROPIC S-1
Elon Musk said debt markets have largely shut off funding for companies that rely almost entirely on AI data center revenue. He noted that SpaceX secured $40 billion in GPU debt thanks to its investment-grade status and Starlink and launch revenue, adding that more than 200 neoclouds face guppy-level death and consolidation, with only a few likely to survive. This triggered sharp selling in stocks such as $CRWV, $NBIS and $IREN. $APLD, $CIFR and $WULF came under similar pressure.
Details from Anthropic’s S-1 filing then reversed the market. The company has committed roughly $121 billion for Nvidia GPU-powered compute through $SPCX; at full capacity monthly payments could approach ~$3 billion. Over the same period Anthropic’s efficiency rose from $0.40 of revenue per $1 of compute in Q1 2025 to $2.08 in Q2 2026. Revenue grew ~29x while compute spending rose only ~6x.
After Musk’s bearish comments, $IREN, $NBIS and $CRWV, which had fallen, moved higher together with the Anthropic S-1 details.
This is not financial advice.
$CRWV $NBIS $IREN at Risk, Stranded Compute Concerns Make $SPCX a Safe Haven
Elon Musk stated that there will be a large amount of stranded computing capacity in partially completed data centers, and said SpaceX has closed a $40 billion mostly callable debt deal for GPU purchases, made possible by its investment-grade status and revenues from Starlink and rocket launches. He added that debt markets have almost entirely shut off access for companies without meaningful revenue outside of AI data centers, and that more than 200 neoclouds will largely fail and consolidate. Chamath Palihapitiya said neoclouds are disorganized and poorly capitalized, hyperscalers are bureaucratic, and due to delays in 2027 there will be an increase in purchased but low-yielding or inventory-sitting capacity. These remarks create pressure especially on neoclouds like $CRWV, $NBIS, and $IREN as well as AI infrastructure stocks with incomplete or highly leveraged projects, while strengthening expectations of capital inflows into space stocks, particularly $SPCX.
This is not financial advice.
ELON MUSK’S COMMENT TODAY REMINDED ME OF THE SEPTEMBER 12 BEARISH SIGNAL
Elon Musk supported the call to slow frontier AI development over the weekend of September 12, 2026, by saying “Dario is right.” Following the statement, the PHLX Semiconductor Index declined approximately 5.9% at the Monday open. Today, October 25, 2026, while markets were closed, he said, “I think we’re going to see a lot of stranded compute in partially complete data centers,” suggesting that a significant amount of idle computing capacity could emerge in unfinished data centers. This comment raises questions about the rental revenue expectations of neo-labs that locked in GPU capacity early and may increase selling pressure on stocks such as $CRWV, $NBIS, $NVDA, $AMD, and $SMCI at the Monday open.
This is not financial advice.
If Netanyahu’s 19-Year Rule Ends After the October 27 Elections in Israel, the Global Economy and Oil Prices Could Ease
Bill Ackman states that he does not wish to interfere in Israel’s internal affairs, but notes that the statements and actions of Itamar Ben-Gvir and Bezalel Smotrich are portrayed in the global media as representing the will of all of Israel, causing serious reputational damage to the country. He argues that a government without them would send a message that Israel is turning a new page, helping the country rebuild lost credibility and strengthen its international relations. Ben-Gvir has previously called for the expulsion of Arab citizens who are not loyal, encouraged voluntary emigration from Gaza, and said that his family’s right to move around the West Bank is more important than that of Arabs; Smotrich has stated that the village of Huwara should be wiped out, that there is no such thing as a Palestinian people, and that starving civilians in Gaza could be considered moral. The end of the current right-wing coalition government (the 37th government of Israel), led by Benjamin Netanyahu—the longest-serving prime minister in Israel’s history with a total of approximately 19 years in power—and the formation of a more moderate administration could lay the groundwork for reduced tensions in the Middle East, lower regional risk perceptions, decreased volatility in oil prices, increased risk appetite in the US stock market, and greater stability in the global economy.
This is not financial advice.
I said I wasn’t going to weigh in on who should be prime minister of Israel as that is a decision for Israeli citizens. I did, however, want to share one point of view from the perspective of someone who has an understanding of how Israel perceived in America.
Itamar Ben-Gvir and Bezalel Smotrich have caused Israel enormous reputational damage with their statements and actions which are presented in the global media as representing the voice and will of all Israelis.
As such, a government formed without Ben-Gvir and Smotrich will send a message to the rest of the world that Israel is turning a new page.
This will allow Israel to rebuild lost credibility, increase the opportunity for an expansion of the Abraham Accords, and enjoy a better relationship with Democrats and Republicans and Americans at large.
There's a new version of this post
SOME COMPANIES ARE AWARE OF THE POWER OF FINX
In the "Talking Redwire Space With CEO Peter Cannito!" video published on the Dave G Investing channel on April 1, 2025, Redwire CEO Peter Cannito emphasized that retail investors have attained a very strong and indispensable position in financial markets thanks to internet access, retirement funds, and platforms like Robinhood. Cannito stated that Redwire deeply respects this audience, answers questions from retail investors during earnings calls, and noted that this group does not chase short-term returns alone but makes value-driven investments because they believe in future technologies like space.
This vision directly aligns with the strategies of new-generation companies like Cowboy Space Corp., founded by the founder of Robinhood. By sharing messages such as "We're about to become your favorite space company" on the X platform, the company demonstrates its awareness of social finance and community power, breaking away from traditional corporate language to secure the support of retail investors. In my personal opinion, it seems likely that Cowboy Space, moving forward with these steps, will pursue an initial public offering (IPO) in the near future.
$SPCX $FLY $RKLB $NASA $RDW $ASTS $LUNR $PL $BKSY $SPIR $SATS $YSS $VOYG
This is not financial advice.