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Warm-Up
- Announcing the CTP for SpaceX
- MahJong Craze
- Goodbye to Alan Greenspan - The Maestro
- Have you seen RAM prices?
Markets
- Economic Collapse Imminent?
- Breathe is narrowing again - chips chips chips are the only play
- Spacex coming back down to earth? What is that sucking sound?
-- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF
- Just announced - Alphabet (Google) will replace Verizon in DJIA
DEDICATION: Alan Greenspan - Died Monday at age 100
Google Enters DJIA
- High priced shares
- Moves tech to 22% of DJIA from 17% or so - very meaningful move
- Every $1 move for Google = $7 move on DJIA
- Tech: S&P 500 (~30%+), Nasdaq (~50%+)
Computer Pricing
- What as $2,000 a year ago for a nice desktop is not like $4,000
- Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order
- Will IPOs put more money in the pocket of tech companies to buy gear at any price?
Endless
- SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor.
- AI Compute Deal with Reflection AI
- - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029.
- - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX’s Colossus 2 data center in Memphis, Tennessee.
More SpaceX
- SpaceX shares were as high as $220 post IPO.
- Sharea ahve been down over the past 3 days.
- Most that got in POST IPO probably bought in at about $162-$165
- Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-
.