Goldman Sachs' analysis suggests Neocloud is on track to meet targets, with contracts signed at prices exceeding their long-term assumptions.
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Important Update on My SpaceX Shares + Elon has a BIG PROBLEM.
Aug 11, 2026
The creator provides an update on SpaceX, noting his personal investment through a venture capital fund and a recent bullish email. He discusses institutional perspectives from Goldman Sachs and Deutsche Bank, which are positive regarding SpaceX's potential growth, particularly with the Starship program. The creator also mentions client sentiment towards holding SpaceX shares long-term.
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The creator notes Deutsche Bank's bullish projection for SpaceX's Cursor revenue, but expresses skepticism about the aggressive growth targets.
Marvell is mentioned as a company that falls under the AI hardware category, alongside LSCC and Micron.
Nvidia is mentioned in the context of a large joint deal with BlackRock, highlighting its role in the AI compute market.
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