After $NVDA’s 500,000% Run, Investors Turn to $SPCX & AI IPOs 🔥

$NVIDIA(NVDA)$ is up 500,000% since its IPO in 1999.

$10,000 would be $50M doing nothing all but holding.

SPACEX, OPENAI, ANTHROPIC are all going public now.

Here's how I'm playing each one and why:

• SPACEX $SpaceX(SPCX)$ (BUY & HOLD for 100x)

Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play.

SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position.

• OPENAI (SHORT to $0 until proven profitable)

Burning billions with no moat every Big Tech giant is replicating its models for free.

OpenAI has no durable competitive advantage $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ are shipping comparable models at zero marginal cost to users.

A $1T valuation on a product that commoditizes by design is a short waiting to happen.

• ANTHROPIC (WAIT AND SEE, but most likely a buy)

Best AI safety narrative and enterprise traction, but valuation needs a hard reset first.

Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through $Amazon.com(AMZN)$ , but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.

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🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":567921736823184,"tweetId":"567921736823184","gmtCreate":1779664152824,"gmtModify":1779673094098,"author":{"id":10000000000010920,"idStr":"10000000000010919","authorId":10000000000010920,"authorIdStr":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1455,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/0e6d726b8659cf7d6fb5f9f11ed7c9fd","width":"1604","height":"981"},{"img":"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0e6d726b8659cf7d6fb5f9f11ed7c9fd","width":"1604","height":"981"}],"title":"After $NVDA’s 500,000% Run, Investors Turn to $SPCX & AI IPOs 🔥","html":"<html><head></head><body><p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is up 500,000% since its IPO in 1999.</p>\n<p>$10,000 would be $50M doing nothing all but holding.</p>\n<p>SPACEX, OPENAI, ANTHROPIC are all going public now.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/0e6d726b8659cf7d6fb5f9f11ed7c9fd\" tg-width=\"1604\" tg-height=\"981\"><span> </span></p>\n<h3 id=\"id_2479600549\">Here's how I'm playing each one and why:</h3>\n<h4 id=\"id_4059371768\">• SPACEX <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> (BUY &amp; HOLD for 100x)</h4>\n<p>Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play.</p>\n<p>SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position.</p>\n<h4 id=\"id_317266982\">• OPENAI (SHORT to $0 until proven profitable)</h4>\n<p>Burning billions with no moat every Big Tech giant is replicating its models for free.</p>\n<p>OpenAI has no durable competitive advantage <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> are shipping comparable models at zero marginal cost to users.</p>\n<p>A $1T valuation on a product that commoditizes by design is a short waiting to happen.</p>\n<h4 id=\"id_3493842416\">• ANTHROPIC (WAIT AND SEE, but most likely a buy)</h4>\n<p>Best AI safety narrative and enterprise traction, but valuation needs a hard reset first.</p>\n<p>Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\"><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is up 500,000% since its IPO in 1999.</p>\n<p>$10,000 would be $50M doing nothing all but holding.</p>\n<p>SPACEX, OPENAI, ANTHROPIC are all going public now.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/0e6d726b8659cf7d6fb5f9f11ed7c9fd\" tg-width=\"1604\" tg-height=\"981\"><span> </span></p>\n<h3 id=\"id_2479600549\">Here's how I'm playing each one and why:</h3>\n<h4 id=\"id_4059371768\">• SPACEX <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> (BUY &amp; HOLD for 100x)</h4>\n<p>Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play.</p>\n<p>SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position.</p>\n<h4 id=\"id_317266982\">• OPENAI (SHORT to $0 until proven profitable)</h4>\n<p>Burning billions with no moat every Big Tech giant is replicating its models for free.</p>\n<p>OpenAI has no durable competitive advantage <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> are shipping comparable models at zero marginal cost to users.</p>\n<p>A $1T valuation on a product that commoditizes by design is a short waiting to happen.</p>\n<h4 id=\"id_3493842416\">• ANTHROPIC (WAIT AND SEE, but most likely a buy)</h4>\n<p>Best AI safety narrative and enterprise traction, but valuation needs a hard reset first.</p>\n<p>Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","text":"$NVIDIA(NVDA)$ is up 500,000% since its IPO in 1999. $10,000 would be $50M doing nothing all but holding. SPACEX, OPENAI, ANTHROPIC are all going public now. Here's how I'm playing each one and why: • SPACEX $SpaceX(SPCX)$ (BUY & HOLD for 100x) Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play. SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position. • OPENAI (SHORT to $0 until proven profitable) Burning billions with no moat every Big Tech giant is replicating its models for free. OpenAI has no durable competitive advantage $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ are shipping comparable models at zero marginal cost to users. A $1T valuation on a product that commoditizes by design is a short waiting to happen. • ANTHROPIC (WAIT AND SEE, but most likely a buy) Best AI safety narrative and enterprise traction, but valuation needs a hard reset first. Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through $Amazon.com(AMZN)$ , but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":691,"commentSize":0,"repostSize":27,"favoriteSize":0,"link":"https://ttm.financial/post/567921736823184","repostId":0,"isVote":1,"tweetType":1,"viewCount":1453,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","META","AMZN","GOOG","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1280,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/567921736823184"}