The Dude
@LevinBurant
Followers
3K
Following
26K
Media
5K
Statuses
14K
I mainly post about stock market, basketball, and random life stuff.
USA
Joined January 2022
And just like that, my post is already outdated after only 3hrs... SpaceX is now considering $1.5T IPO. That's almost double the previous $800B plans. 🤯 As I said in below tweet, the gap between NAV and share price keeps widening. $STCGF @stackcapital
$STCGF is mispriced. The largest holding, SpaceX, has doubled in valuation ($800B post-IPO). The portfolio position has nearly doubled in months. Other holdings have seen upgrades, and Locus Robotics has the potential to be worth multiples of its current mark. Yet the market
3
0
6
Look, the AI bubble is inevitable... there will be too many plumbers trying to fix the same pipe. We still have plenty of time, they haven't called the plumber yet.
0
0
4
@stackcapital Updated valuations. This implies 50% upgrade to NAV value in Q4 all while: - stock trades at discount to Q3 '25 NAV - stock price hasn't changed since Sept 30. In other words at $9.50 you still have a chance to buy SpaceX at $400B valuation. $STCGF
0
0
0
That's almost double previous valuation! Wow... SpaceX 🚀
*SPACEX CONSIDERING 2026 IPO AT $1.5 TRILLION VALUATION
1
0
2
Something bullish about CoreWeave lately. 🧐 $CRWV strong while $SPY fading away.
1
0
3
Here's clearer picture of their holdings from Sept 30, 2025 $STCGF (not available on Robinhood)
0
0
0
$STCGF is mispriced. The largest holding, SpaceX, has doubled in valuation ($800B post-IPO). The portfolio position has nearly doubled in months. Other holdings have seen upgrades, and Locus Robotics has the potential to be worth multiples of its current mark. Yet the market
2
0
5
Databricks is seeking another funding round. They're targeting a $130B valuation (up from $100B).
0
0
3
One of my first experiences using ChatGPT was back in the early days when few people realized how much this tool would change everything. In 2023 I was working on my year-end Self Assessment, a long and tricky task of matching my accomplishments with company goals and standards.
0
0
4
In my view, $UL separating from its Ice Cream division creates a positive outlook for the share price. In the past, Ben & Jerry’s, the most prominent ice cream brand, frustrated many investors with its political stance. Beyond that, the brand also had frequent disagreements
$UL executes 8/9 Reverse Split. Investors are puzzled. 😶😶😶
0
0
3
Michael Burry will make you believe that this company is a failure.
ChatGPT has nearly 900 million weekly active users. Top 5 markets by WAU: The US, India, Brazil, Japan and France Source: The Information
0
0
3
$UL executes 8/9 Reverse Split. Investors are puzzled. 😶😶😶
$UL Unilever shares are trading lower this morning -6% but this is due to Ice Cream division demerger. Shareholders will receive shares of new Magnum Ice Cream Company (ticker $MICC ) that debuting today.
0
0
2
White House Press Secretary: Trump to Deliver Pro-Economy Speech Today
0
2
10
$KR $OCDO Kroger abandons plans to build expensive automated fulfillment centers. They're not exactly abandoning automation though, it's just that this model of building expensive high maintenance automated centers is actually counter productive with questionable ROI. With
0
0
2
I wonder if they'll get it right this time. 🤔😎
Google $GOOGL says its first Gemini AI glasses are coming in 2026, with both display and audio focused versions built with partners like Samsung, Xreal, Warby Parker $WRBY & Gentle Monster, per Bloomberg.
0
0
2