Nebius is mentioned as a comparison point for compute deal sizes, with a $40 billion deal noted, though its per-year value is unclear.
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WTF: SpaceX Stock is now CHEAP
Sep 11, 2026
The creator discusses SpaceX's potential undervaluation due to revised earnings estimates, driven by AI data center buildouts and demand from companies like Anthropic and OpenAI. While acknowledging past valuation models based on space exploration and Starlink, the focus has shifted to the massive compute demand and its impact on SpaceX's profitability and market perception. The creator's VC fund holds SpaceX shares acquired at a lower valuation.
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Microsoft is mentioned as a partner for Anthropic's compute needs, with a significant deal for Azure Nvidia services.
Nvidia's stock is mentioned in the context of enterprise AI and cloud buildout, with the creator noting that demand for data centers is showing up in analyst expectations.
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