#Nvidia21BSpaceXStake
About Nvidia21BSpaceXStake
Musk afferma che l'IA potrebbe generare il 99% del valore di SpaceX e punta a 10 GW di calcolo entro la fine del 2027. I documenti mostrano che Nvidia deteneva ~122,8 milioni di azioni SpaceX per un valore di ~$21 miliardi a fine giugno. La quota probabilmente derivava da un precedente investimento xAI convertito nella fusione, non da un nuovo acquisto alla valutazione odierna. Nvidia è sia fornitore di chip AI sia azionista di maggioranza, estendendo i legami dal calcolo al capitale. Questo allineamento può accelerare i ricavi dell'IA o amplificare le preoccupazioni riguardo alle operazioni con parti correlate, al capex e alle valutazioni circolari?
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🚨 $SPCX SURGES ON AI $HYPE — BUT FUNDAMENTALS MATTER 👀
$SPCX jumped $104 → $146 after Musk’s AI comments.
📊 Q2 revenue: $7.8B vs $18.3B capex. Starlink: ~$4.3B revenue, $1.66B profit.
⚠️ 5 unlocks from Aug. 21–Oct. could add supply.
📈 Levels: $149 resistance | $140–142 dip | $135 support | $125–130 downside
My take: AI hype is strong, but execution must catch up. I’d rather wait for a pullback than chase $149. 👀
$SPCX $xSPCX
#CPIPPIEaseFedSplit
#SP500Nears8000
NVIDIA $NVDA just updated its stock holdings portfolio
These are all of the assets held by NVIDIA as of the end of the second quarter
- Intel $INTC : 214,776,632 shares, $30.0B
- SpaceX $SPCX : 122,764,805 shares, $21.0B
- CoreWeave $CRWV: 47,213,353 shares, $4.7B
- Coherent $COHR: 7,788,161 shares, $3.1B
- Nokia $NOK: 166,389,351 shares, $2.2B
- Synopsys $SNPS: 4,821,717 shares, $2.2B
- Nebius Group $NBIS: 1,190,476 shares, $0.3B
- Generate Biomedicines: 833,325 shares, $0.01B
Huang has $21.0B worth of “old Ma” stocks—this is a strong, strategic partnership!
JUST IN: Harvard discloses holding $2.2 billion worth of SpaceX $SPCX.
Elon Musk's SpaceX $SPCX is now up 40% over the past 5 days, adding $530 billion to its market cap.
🚨 $NVDA JUST MADE A MASSIVE AI MOVE
💰 NVIDIA is partnering with six major financial institutions to create financing platforms that could help mobilize $500B+ for AI infrastructure.
🔥 The goal: make it easier for AI companies to finance and deploy NVIDIA-powered computing.
📈 $NVDA is still at the center of the AI boom.
Bullish for NVIDIA? 👀
#NVDA #NVIDIA #AI #Stocks
Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F
Here's everything you need to know about his recent 13F
Top positions:
• SpaceX $SPCX: 18,914,205 shares, $3,231,681,066
• Amazon $AMZN: 904,038 shares, $215,468,417
• Oscar Health $OSCR: 6,343,617 shares, $180,919,957
• Shopify $SHOP: 895,817 shares, $102,284,385
• Figma $FIG: 4,396,636 shares, $79,535,145
New positions:
• $SPCX, $AMZN — both new this filing
Full exits:
• $CVNA (was 226,761 shares, $71,289,123)
• $STUB (was 68,745 shares, $428,969)
Summary: SpaceX is now 84.8% of the entire public book
AMD’s $4.75B bond offering highlights a new dimension of the AI race: access to capital is becoming as important as chips, customers, and manufacturing capacity. Nvidia’s compute-financing ambitions and Intel’s planned equity raise reflect the same capital-heavy trend, though the risks are distributed differently.
Debt gives AMD room to finance infrastructure and capex without immediate shareholder dilution. The key question is whether AI revenue can grow quickly enough to support those funding costs. If not, balance-sheet strength could become an increasingly important factor in valuing AI companies. Not financial advice, just analysis.
#SandiskLongTermTargets
#CPIPPIEaseFedSplit
#AIInfraEarningsWatch
🇺🇸 Wall Street put $1/2T dollars behind the AI power bill.
NVIDIA locked in Apollo, BlackRock, Blackstone, Brookfield, Goldman, and KKR to raise more than $500B for data centers and chips.
Larry Fink’s numbers: the U.S. needs over 70 gigawatts, each one running $50-60B.
He is selling the concrete, the steel, the electricians and the 3M worker hours that go into every 100 megawatts.
The negative headlines about data centers miss the industrial build that is actually happening.
Writer: Lucas
$SPCX Musk spoke, and the stock exploded nearly 40% from its recent low 👀
A single 29-minute call pushed the price from $104 to $146. Whether the valuation makes sense is another question, but the market clearly bought the story.
Musk said AI revenue in September will surpass all other businesses combined — “definitely.” The stock jumped 9.7% that day and shorts were squeezed hard.
But the numbers deserve attention too.
Q2 revenue came in at $7.8B versus $18.3B in capex. Starlink remains the strongest cash generator, while AI, rockets and Starship require massive investment.
The long-term AI vision is huge: compute capacity targeting 10GW by year-end and potentially $300–500B in annual revenue. But several major milestones still need to be delivered.
⚠️ Another risk: five upcoming unlock events could release significant new supply into the market.
Technically, $146–149 remains key resistance. Buyers are appearing below $140, while $135 is an important level.
My view: don’t chase the hype. If $149 keeps rejecting, downside could open toward $140 and potentially $125–130 if $135 breaks.
Words can move a stock fast — delivered results have to keep it there.
$SPCX $xSPCX
#SP500Nears8000 #CPIPPIEaseFedSplit #SandiskLongTermTargets