@ElysiumEffect
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AI 🤖 | Ex-CRISPR 🧬 | Macro 🌎 | D₿B Tech • Business • Real Estate • Leverage • Edge Separate Signal from Noise ™️
Opinions Not Financial Advice
Joined December 2021
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- Followers1.6K
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$RKLB
Price Target for 2025: $50
Price Target for 2030: $250
Price Target for 2035: $1500
🚀 Bull Case for @RocketLab below 👇
2025:
Electron Rocket Launches: $200M (maximized small payload launches + high demand)
Photon Satellites: $300M (global satellite constellations, partnerships)
Space Systems & Engineering: $250M (gov’t and commercial contracts)
Neutron Rocket: $100M+ (early dominance in heavy-lift sector)
Total Projected ARR for 2025: $850M+
2030:
Electron Rocket Launches: $500M (industry leader in small satellite launches)
Photon Satellites: $1B (dominant in space-based data & comms)
Space Systems & Engineering: $600M (major gov’t contracts, private sector deals)
Neutron Rocket: $500M+ (key player in heavy-lift & space infrastructure)
Total Projected ARR for 2030: $2.6B+
2035:
Electron Rocket Launches: $1B+ (leading market share in small payloads)
Photon Satellites: $2B+ (global constellations, high-demand data services)
Space Systems & Engineering: $1.5B+ (military, private sector growth)
Neutron Rocket: $2B+ (revolutionizing space logistics & exploration)
Total Projected ARR for 2035: $6.5B+
🌌 The future’s looking stellar for Rocket Lab! #RKLB #SpaceTech #BullCase #FutureOfSpace #stocks
Shay retweeted
Christian Bale has reportedly signed a multi-picture deal to return as Bruce Wayne in a new The Dark Knightfilm directed by Christopher Nolan.
(Via @HavocCrave_)
Readers added context they thought people might want to know
Christian Bale has not signed a multi-picture deal to return as Bruce Wayne in a new Dark Knight film directed by Christopher Nolan. The claim originates from known parody accounts and is unsupported by credible reporting.
x.com/ChaosCrave_/st…
x.com/HavocCrave_/st…
variety.com/2026/film/news…
deadline.com/2026/07/christ…
Would love to see what this breakdown looks like in 10 years
@grok make a projection for me and recreate the chart in your own way showcasing what you believe the outcome will be
13 of the 20 biggest consumer subscription bases are media
ChatGPT is the first AI app to crack the top 20
More charts in our Top 100 Consumer AI Apps breakdown: a16z.news/p/top-100-consumer…
Most companies will not be doing that although spend austerity will happen
Of course competition will want to move off first if there isn’t a major ROI
$META $MSFT
$META and $MSFT are cutting internal Claude use as AI bills climb with Microsoft slashing per employee budgets from $100K to $10K a month and Meta pushing Muse Code even as Claude spend stays massive.
More companies are going to start treating tokens like a real budget which keeps AI usage growing but puts a lot more pressure on OpenAI and Anthropic pricing.
I was early on $TLT last year.. too early but it looks like bonds are about to have a breakout year in the next 12-18 months
BREAKING: The 20+ Year Treasury Bond ETF, $TLT, attracted +$1.7 billion in inflows last week, the 4th-largest weekly inflow since June 2024.
This follows +$5.6 billion in inflows in August, the largest monthly inflow on record.
Furthermore, US Treasury funds attracted +$11.0 billion in inflows last week, their 3rd-biggest weekly inflow this year.
And, US long-term government and corporate bond funds posted +$7.4 billion in inflows, their largest weekly intake since May 2025.
Meanwhile, municipal bond funds attracted +$4.2 billion, their largest weekly inflow in data going back to 2004.
Investors are piling into bond funds at a historic pace.
I remember when I shared my buy alert 🔔 around $150 and people were calling me crazy and now its 4x since the alert
Separate signal from noise and you will win
$AMD
AMD, $AMD, is up nearly 195% this year.
It's one of the 10 best-performing stocks in the S&P 500.
Q2 revenue hit a record $11.5 billion, up 50%.
Its data center business more than doubled to $6.7 billion, now 58% of sales.
Anthropic committed to up to 2 gigawatts of AMD's next-gen AI chips.
AMD expects data center revenue to more than double again in 2027.
$NFLX is in a good buy range
This is a big support area where it can double bottom
If we fall further than $55 I would cut and be patient
Elysium daily market open briefing 📰
$INTC −4%+ pre on Musk TSMC/Terafab talk.
chips cool off Friday's record run.
ES −0.08% NQ −0.22% YM −0.05%.
10Y still sticky near 5.26%.
Tape
Nikkei +2.4% Hang Seng +0.3%.
Stoxx 600 +0.3% CAC −0.7%.
WTI ~$90 (−1.2%).
Oct Fed hike ~22% (was ~64% week ago).
Crypto
$BTC ~$85.9k (+0.9%)
$ETH ~$2.71k (+0.6%)
$INTC Terafab dump a one-name hit or the first crack in the chip bid?
Watch (ET)
S&P Global Services PMI - Mon Oct 5 9:45am ET
ISM Services - Mon Oct 5 10:00am ET
FOMC Minutes - Wed Oct 7 2:00pm ET
CPI - Wed Oct 14 8:30am ET
Shay retweeted
BREAKING: Flavio Bolsonaro has defeated Brazilian President Lula da Silva in the first round of Brazil’s presidential election.
Bolsonaro received 47.3% of the vote, compared to 44.8% for Lula, with 98% of votes counted.
Neither candidate reached the 50% threshold needed to win outright, sending the election to an October 25th runoff.
This marks marking Lula’s first presidential election defeat since 1998.
Shay retweeted
BREAKING: Micron $MU reportedly sees future opportunities in humanoid robots and self-driving cars
Iran just said Hormuz stays closed until their conditions get met. More tankers got hit over the weekend.
Trump told reporters he'll decide the easy way or the hard way. Camp David already sat Friday. This is the whole board
In case you missed it $TSLA deliveries here’s a summary to catch you up
$TSLA DELIVERIES THREAD 🧵
TLDR: Q3 deliveries 486,532 vs Street ~462k. Beat by ~25k.
YoY -2.1% vs Q3'25 record 497,099. QoQ +1.3% vs 480,126.
Produced 464,391. Delivered more than built.
Energy storage 13.7 GWh vs 12.5 YoY / 13.5 last Q.
Stock closed ~$370.59 +4.65%. Mkt cap ~$1.46T.
Full earnings Wed Oct 21 AMC.
$TSLA $RIVN $NVDA $SPY
Shay retweeted
🚨BREAKING
The Trump administration is planning to offer Vistra $VST a $4,000,000,000.00 loan to upgrade three nuclear plants.
It's part of a bigger push to expand nuclear power capacity in the US.
Pelosi invested nearly $750k into the stock at an average share price of ~$171
Peter Thiel invested nearly $60m into the stock at an average price of ~$159
The stock is trading at $140 today.
