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APompliano：https://t.co/2xkASmnJPr - Woofun 情绪
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https://t.co/2xkASmnJPr
APompliano
@APompliano
X
2026-10-20 09:45
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推文 09:45
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EVENT · 推文发布
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@APompliano
We just completed aggressive cost-cutting expected to generate over $10 million in annualized cost savings. Savings come from a reduction in: - compute costs - personnel-related expenses - renegotiated key vendor contracts - new highly capable, cost efficient executives
$SVIA
https://t.co/5OC7GxgPYL
2026-10-21 20:15
33
3
For years there were very loud Tesla critics, but I have not heard of too many SpaceX critics. If they exist, who are they and what are their best arguments?
2026-10-21 19:48
79
2
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
2026-10-21 18:34
210
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This is one of the most interesting conversations I have had on the podcast in a while. I spoke with Anson Funds'
@MunchingMoez
to discuss how he trades hype and momentum, why he converted to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, his
$LION
position, and SPACs. YouTube: https://t.co/1TSgWGQYUw Spotify: https://t.co/DDWGX3Pm0D Apple: https://t.co/kvxipOAC7k TIMESTAMPS: 0:00 - Intro 1:11 - Chasing hype, momentum & dealmaking 6:34 - Bitcoin: from deals to believer 9:02 - Bitcoin treasury companies & Strive’s preferred 15:40 - AI hype & sky-high valuations 17:53 - Private AI deals, tokenized stocks & 24/7 trading 21:23 - Trading against ChatGPT 24:50 - Finding your edge (SpaceX vs small caps) 28:46 - Korea, memory stocks & record put buying 34:27 - Short selling vs long activism 42:35 - Why Moderna could fall 45:16 - Prediction markets & social media sentiment 51:44 - Space & SPACs 54:56 - Canada, trade wars & funding Olympians
2026-10-21 06:21
123
SpaceX posting nearly $15 billion in quarterly revenue. Wow.
2026-10-21 05:18
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