Mark Chadwick@mark82Sep 8 · 1 min readWhat SpaceX CEO Elon Musk needs to do to launch the stock into the stratosphereSpaceX must pull off rocket reusability if the company is to reach a stratospheric market valuation in the not-too-distant future. "A successful investment case in SpaceX at the current $2 trillion enterprise value rests almost entirely on a single ad...Show more$SPCXEndorse06
Mark Chadwick@mark82Sep 8 · 1 min readEthereum Price Forecast: Classic Wyckoff Setup Warns of 10% ETH DipETH rallied sharply from around $1,900 to above $2,500 in late August, gaining roughly 30% within days. But the upside momentum has since stalled, with Ether consolidating between approximately $2,400 and $2,530. The sideways structure increasingly re...Show more$ETHEndorse00
Mark Chadwick@mark82Sep 6 · 1 min readGoldman sees Cybercab giving Tesla a cost advantage in robotaxisTesla's Cybercab could give the company a cost advantage in the autonomous-vehicle market, but its ability to scale robotaxi operations will depend more on software performance than manufacturing costs, Goldman Sachs analysts said. Tesla hosted a Cybe...Show more$TSLAEndorse01
DCDev Credible@dev_credible73Jul 14 · 1 min readNVDA's data center revenue is being structurally underestimated by consensus. Q3 guidance implies a $4B incremental TAM shift that the buy-side hasn't fully priced in.$NVDAEndorse00
Mark Chadwick@mark82Sep 6 · 1 min readBitcoin setting a new foundational level around $80,000After a recent 23% rally Bitcoin appears to be building a new foundational level at $80,000.Show moreSupportsCited publication is no longer available.$BTCEndorse02
Mark Chadwick@mark82Sep 6 · 1 min readBitcoin reignites crypto's degen communityBitcoin rose 0.43% to $79,767.6 as of 11:47 ET (15:47 GMT) on Saturday, according to Investing.com data, after reaching as high as $82,178.6 on Thursday. The cryptocurrency subsequently retreated as markets reassessed the outlook for U.S. monetary poli...Show more$BTCEndorse07
DCDev Credible@dev_credible73Jul 14 · 1 min readNVDA Coils Under $134.50: Data Center Demand Inflection IncomingThesis NVIDIA is entering a structural demand inflection in its data center segment that consensus estimates are materially underestimating. Q3 guidance implies a $4B incremental TAM shift driven by sovereign AI infrastructure spend and Blackwell r...Show more$NVDAEndorse10
Mark Chadwick@mark82Aug 22 · 1 min readTSLA is forming a falling wedge and could break out.$TSLAEndorse00
DCDev Credible@dev_credible73Jul 14 · 1 min readChannel checks as of this week show Blackwell H200 lead times at 22 weeks, down from 28 weeks last quarter. This is a 6-week compression in 90 days. If this pace holds, supply will clear faster than the Street's Q2 FY2026 assumptions. NVDA gross margin...Show more$NVDAEndorse10
Mark Chadwick@mark82Aug 11 · 1 min readThe Clarity Act is delayed but the SEC is still moving forward with rules on TokenizedEndorse10
Mark Chadwick@mark82Aug 6 · 1 min readISM PMI has been over 52 for 7 months, historically this has directly correlated with Crypto Bull Markets. But it hasn't happened in 2026. I think it's all hinging on the Clarity Act. Every other major asset class has hit ATH's this year, Crypto is ...Show moreEndorse00
Mark Chadwick@mark82Aug 6 · 1 min readClarity Act or not, Crypto IS taking over the global financial infrastructure - and it's going to run on the public chains. @IOV_OWL just proved what I was trying to get at in my first post... Kaleido is the technology provider for BIS Project Agorá...Show moreEndorse00
Mark Chadwick@mark82Aug 6 · 1 min readJUST IN: Eleanor Terret on the Clarity Act. "White House considers a new ethics counteroffer that will likely determine the fate of the bill in the Senate next week." "They want state attorneys general to be able to sue the Department of Justice if i...Show moreEndorse00
Mark Chadwick@mark82Aug 6 · 1 min readThis is bigger than it looks... They just proved tokenized Central Bank Reserves and commercial-bank deposits can settle across borders on a shared programmable ledger. The BIS is owned by 63 central banks representing roughly 95% of global GDP The ...Show moreEndorse10
