Forwarded from Ian's Intel
Forwarded from 선수촌
The company plans to raise up to $50 billion, potentially valuing it at around $1.5 trillion, which would make it the largest IPO ever, surpassing Saudi Aramco's $29 billion listing in 2019. However, the figures remain preliminary and subject to change.
6월 중순이면 너무 빠른거 같지만 아무튼 우주떡밥 1차 좌표 찍힘
스페이스X랑 나머지들이랑 시총 차이가 너무 많이 나서, 상장 전후로 쩌리(?)들이 더 오르지 않을까
일단 확실한 것은 미국 IB들 돈 많이 벌 예정.
https://www.benzinga.com/markets/ipos/26/01/50186787/elon-musk-mulls-mid-june-spacex-ipo-under-rare-planetary-alignment-and-his-birthday-report
Benzinga
Elon Musk Mulls Mid-June SpaceX IPO Under Rare Planetary Alignment And His Birthday: Report - AST SpaceMo
Elon Musk is reportedly exploring an unusual timing for SpaceX's IPO, possibly aligning it with a rare planetary event and his birthday.
Forwarded from Zoomer News
Investment Bank Upgrades Circle Stock As Analysts See Polymarket’s Use Of USDC As A Large Potential Driver Of Revenues: Mizuho
🔗 velo.xyz
🔗 velo.xyz
Forwarded from Zoomer News
OpenAI Is Building A Social Network, And Is Looking To Use Sam Altman's Worldcoin Orbs For Human Verification: Forbes
🔗 velo.xyz
🔗 velo.xyz
EXCLUSIVE: WHITE HOUSE TO GATHER BANKING AND CRYPTO INDUSTRY EXECUTIVES ON MONDAY TO DISCUSS STALLED SENATE CRYPTO BILL - SOURCES - RTRS
EXCLUSIVE: MEETING WILL FOCUS ON ABILITY OF CRYPTO COMPANIES TO PAY INTEREST, REWARDS ON STABLECOIN HOLDINGS - SOURCES - RTRS
EXCLUSIVE: MEETING WILL FOCUS ON ABILITY OF CRYPTO COMPANIES TO PAY INTEREST, REWARDS ON STABLECOIN HOLDINGS - SOURCES - RTRS
Forwarded from 선수촌
그런데 시장 많이 안빠질 듯 왜냐
1) 다들 너무 배가 부름
2) 배가 안부른 개미들은 아직도 FOMO
3) 장빠지면 대재명 벌스 등장(할 듯)
그렇다면섹터 로테이션 을 노리자.
귀찮으면 걍 암것도 안하면 중간은 갈 듯.
2) 배가 안부른 개미들은 아직도 FOMO
3) 장빠지면 대재명 벌스 등장(할 듯)
그렇다면
귀찮으면 걍 암것도 안하면 중간은 갈 듯.
TESLA $TSLA Q4’25 EARNINGS HIGHLIGHTS
🔹 Revenue: $24.90B (Est. $24.7B) 🟢; -3% YoY
🔹 Adj. EPS: $0.50 (Est. $0.45) 🟢; -17% YoY
🔹 Gross Margin: 20.1% (Est. 17.1%) 🟢; +386 bp YoY
🔹 Free Cash Flow: $1.42B (Est. $1.59B); -30% YoY
🔹 xAI Series E preferred stock investment: approx. $2B; expected to close in Q1'2026
Segment Performance:
🔹 Total automotive: $17.693B; -11% YoY
🔹 Energy generation and storage: $3.837B; +25% YoY
🔹 Services and other: $3.371B; +18% YoY
Other Metrics:
🔹 Total deliveries: 418,227; DOWN -16% YoY
🔹 Storage deployed: 14.2 GWh; UP +29% YoY
🔹 Active FSD subscriptions: 1.1 mil; UP +38% YoY
🔹 Supercharger connectors: 77,682; UP +19% YoY
Financials:
🔹 Operating Income: $1.41B (Est. $1.32B) 🟢; -11% YoY
🔹 Operating Margin: 5.7%; -50 bp YoY
🔹 Operating Cash Flow: $3.81B; DOWN -21% YoY
🔹 Capital expenditures: $2.39B; DOWN -14% YoY
🔹 Cash, cash equivalents and investments: $44.06B; UP +21% YoY
🔹 Revenue: $24.90B (Est. $24.7B) 🟢; -3% YoY
🔹 Adj. EPS: $0.50 (Est. $0.45) 🟢; -17% YoY
🔹 Gross Margin: 20.1% (Est. 17.1%) 🟢; +386 bp YoY
🔹 Free Cash Flow: $1.42B (Est. $1.59B); -30% YoY
🔹 xAI Series E preferred stock investment: approx. $2B; expected to close in Q1'2026
Segment Performance:
🔹 Total automotive: $17.693B; -11% YoY
🔹 Energy generation and storage: $3.837B; +25% YoY
🔹 Services and other: $3.371B; +18% YoY
Other Metrics:
🔹 Total deliveries: 418,227; DOWN -16% YoY
🔹 Storage deployed: 14.2 GWh; UP +29% YoY
🔹 Active FSD subscriptions: 1.1 mil; UP +38% YoY
🔹 Supercharger connectors: 77,682; UP +19% YoY
Financials:
🔹 Operating Income: $1.41B (Est. $1.32B) 🟢; -11% YoY
🔹 Operating Margin: 5.7%; -50 bp YoY
🔹 Operating Cash Flow: $3.81B; DOWN -21% YoY
🔹 Capital expenditures: $2.39B; DOWN -14% YoY
🔹 Cash, cash equivalents and investments: $44.06B; UP +21% YoY