🇨🇳🚨✍️📍Modi sarkar should
learn directly from China on
how to conduct massive, mega
competitive national exams!!
Just look closely at the way
how Gaokao, the giant Chinese
equivalent of JEE and NEET,
was flawlessly executed now.
In a prominent post on X, the
Chinese embassy officer Yu
Jing, broke down how 1.3 crore
students completed the two-day
exam under what was described
as an all-out, nationwide effort.
Gaokao, the world's largest
exam & India's JEE/NEET rolled
into one, was run smoothly
for 13 mn candidates in 2 days.
Factories paused operations.
Roads completely quieted down.
The entire nation rallied hard
for its students, showcasing an
unmatched scale of discipline
and foolproof planning. 🏛️🎓
@ScottPresler has done more for the conservative movement than anyone else of late. You’re a poor loser.
Every Texan saw right through you which is why you were sent to pasture.
Good riddance. What a disgraceful way to show your @$$ on the way out.
@KenPaxtonTX@JohnCornyn@TeamCornyn
Why is everyone taking these capsules 💊...?
They keep smiling.. But something feels wrong.
The more they take.. the less they seem like themselves
No one talks about culture anymore.. No one talks about memes anymore.
What happened to this planet!!!.. It’s like they forgot who they were.
... By the way they offered me a capsule too 👀
Should I take it?...💊
Police officers escort a pregnantwoman in labor with flashing lightsafter she suddenly fell ill, safeguardingher life all the way.#Heartwarming##Rescue##Police# Escort
is taking its next step into Web2 retail through a global network with over 17,000 stores across 27 countries and regions.
To mark it, we’re giving away 500 USDR. Leave your guess for the retail brand on the original post. We’ll pick 100 correct guesses, and each winner gets 5 USDR.
More rewards are on the way. 👀
There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it.
Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use.
2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number.
We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against.
The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then.
We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods.
This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040.
The horizontal axis is the steepness of the orbital data center demand S-curve.
The vertical axis is the rate at which chip compute efficiency becomes cheaper.
Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time.
Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday.
We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share.
SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space.
It deserves doing the work as an investor. because this in not financial advice.
The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel.
Understand the world of outcomes and take your position accordingly.
Comparables and P/E won't take you far enough.