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David Moadel

SpaceX Just Revealed the 100-Year Plan for Its Business

SpaceX is targeting an IPO valuation near $1.75 trillion against total revenue of roughly $18 billion. That gap is a major part of the SpaceX investment thesis. To justify it, public investors need to…

David Moadel · 3 months ago

NVIDIA Could 10X Sales If It Weren’t for This One Bottleneck

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s central paradox…

David Moadel · 4 months ago