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05.06.26 - 21:30
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Goldman′s Flood Says Recent Share Sales Signal ′Healthy′ Market (Bloomberg)
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John Flood, a Goldman Sachs partner, expects the robust demand for recent share sales to continue. Speaking on Bloomberg Television, Flood says Friday's selloff presents a buying opportunity and thinks there's a "slight disconnect" between retail and institutional investors. (Source: Bloomberg)...
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05.06.26 - 19:06
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Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA (ZeroHedge)
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Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA
Yesterday we shared a forensic analysis of the mechanics of the $75 billion SpaceX IPO and how to trade it, while specifically saying we are leaving the fundamentals aside. The reason for that is that the historicals of the company are, to put it mildly, problematic when it comes to projecting how the company grows into a multi-trillion behemoth.
As a reminder, SpaceX posted revenue of just under $20 billion for the LTM period, with approximately $6 billion EBITDA and loss of $4 billion, virtually all driven by the conglomerate's Connectivity (Starlink) division and to a lesser extend, the Launch Services division. Solid numbers on their own, but do they justify a $1.75 trillion in valuation?
So how exactly does SpaceX get from here to there?
We got the answer this morning courtesy of the WSJ which got its hands on an analysis shared by Morgan Stanley with top investors.
Needless ...
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05.06.26 - 17:36
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DocuSign Drops on Earnings; Coinbase Down on Bitcoin Decline | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Lululemon (LULU) shares are lower after it lowered its annual forecast due to deteriorating performance in North America.
- DocuSign (DOCU) shares are lower after reporting earnings. While it reported a rise in 1st quarter profit, the annual recurring revenue rate was unchanged and investors may be looking for a return to double digit growth.
- Coinbase (COIN) shares are lower as Bitcoin slides below $62,000 this morning. Ether is also declining. (Source: Bloomberg)...
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05.06.26 - 17:06
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Nvidia′s Profit Margins Are Safe for Now, Luria Says (Bloomberg)
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Gil Luria, DA Davidson's head of technology research, says Nvidia's profit margins are relatively safe through the year 2030 because hyperscalers have few alternatives for the chips they use to power data centers. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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