Markets, money and modern life illustrated in charts you won’t see anywhere else📊 Can you guess today’s mystery chart👇 https://nitter.cf/t.co/73auWr4Cqn
Joined February 2026
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Election Day stat that never misses: S&P 500 one year after a midterm is 20 for 20. Worst year? +0.1%. Bookmark this.
$SPY
4 for 4, and this time the tape agrees. $AMD beat on revenue ($13.38B), EPS ($2.09), data center ($8.55B) and the Q4 guide (~$17B). Last quarter a beat got you −7%. Tonight: +6.9% after hours, with ±9% priced in. He could… go… all… the… way.
Midterm turnout runs 18.2 points below presidential years. Even 2018, the best midterm since 1914, left half at home. Polls close tonight. Go vote.
Election Day stat that never misses: S&P 500 one year after a midterm is 20 for 20. Worst year? +0.1%. Bookmark this.
$SPY
The market already knows how midterms end. Your cart knows how you voted: $TGT leans blue by 28.5, Chick-fil-A red by 21.0, KFC dead even.
#ElectionDay
Election Day stat that never misses: S&P 500 one year after a midterm is 20 for 20. Worst year? +0.1%. Bookmark this.
$SPY
No panic, no floor. SOX −28.6%, VIX 20, Fear & Greed 26. Real bottoms need fear first. Here's the tripwire list. $SMH $QQQ
ELONOMICS No.38 🏆 The biggest AI brain on Earth is in Memphis. Colossus 2: 1.11M H100-equivalents, per Epoch AI. OpenAI's Stargate Abilene 1.02M. Amazon-Anthropic 818k. Microsoft 769k. Colossus 1 went live at 100k in Sep 2024. 11x in 21 months! Next stop: 1.82M by Q1 '27. $SPCX
Today's Palm Beach Learjet crash killed all 9 on board. The bigger picture: US private flying hit a 20-year low in 2024, 0.72 fatal accidents per 100k flight hours. Still, from 2015 to 2024: 2,102 fatal general aviation crashes vs 4 for US airlines
Boo-yah! #Halloween is headed for a record $13.5B. Costumes $4.4B, decor $4.3B, candy $4.1B. 4.6M kids are going as Spider-Man, and pets get $920M in costumes, pumpkin on top. That's 4x the 2005 haul. $HSY
They don't need SpaceX to fail. They need it to grow slower than Google.
Even at Google speed, 20% a year, $SPCX still hits $30T. Just five years late. 🐢
So which is it: absurd, or the floor? 👇
$30 TRILLION SpaceX? 🚀 Wall Street is laughing.
Wall Street laughed last time too. 😏
Ron Baron called it: $20T, $30T, $50T.
Then Elon stepped to the line: over $100T in under 10 years. "Unless there's a major world war." Casual.
Absurd? Let's go to the tape. 📼
From $1.95T today, $30T in 10 years takes 31% a year.
Not a miracle. Just a good decade.
$NVDA: 63% a year 🔥
$TSLA: 49%
SpaceX itself: 56% since 2015
The "impossible" number is running SLOWER than all three.
That's not a moonshot. That's the slow lane. 🐢
Rewind to 2016. Fortune: a $1T Apple is "far from reach."
Apple today: $5T.
Far from reach? It reached. Then it reached four more times. 🍎
Jim Chanos on Tesla: "We think the equity is worthless."
Worthless is now worth $1.6T. 💀
"But nobody grows like that from $2T!"
Says who? The trillion-dollar club didn't exist until 2018.
Nvidia walked in at $1T in 2023. It's 5x since. In three years.
The bear case is real ⚠️ SpaceX is burning cash on rockets and AI chips, and S&P sees no positive cash flow until 2029.
Fine. Slow it down to Google speed, 20% a year.
It STILL gets to $30T. Just in 15 years instead of 10.
The doubters don't need SpaceX to fail.
They need it to grow slower than Google. 🎤
So who's got this one wrong:
the people calling $30T absurd, or the people calling it the floor? 👇
$SPCX
$30 TRILLION SpaceX? 🚀 Wall Street is laughing.
Wall Street laughed last time too. 😏
Ron Baron called it: $20T, $30T, $50T.
Then Elon stepped to the line: over $100T in under 10 years. "Unless there's a major world war." Casual.
Absurd? Let's go to the tape. 📼
From $1.95T today, $30T in 10 years takes 31% a year.
Not a miracle. Just a good decade.
$NVDA: 63% a year 🔥
$TSLA: 49%
SpaceX itself: 56% since 2015
The "impossible" number is running SLOWER than all three.
That's not a moonshot. That's the slow lane. 🐢
Rewind to 2016. Fortune: a $1T Apple is "far from reach."
Apple today: $5T.
Far from reach? It reached. Then it reached four more times. 🍎
Jim Chanos on Tesla: "We think the equity is worthless."
Worthless is now worth $1.6T. 💀
"But nobody grows like that from $2T!"
Says who? The trillion-dollar club didn't exist until 2018.
Nvidia walked in at $1T in 2023. It's 5x since. In three years.
The bear case is real ⚠️ SpaceX is burning cash on rockets and AI chips, and S&P sees no positive cash flow until 2029.
Fine. Slow it down to Google speed, 20% a year.
It STILL gets to $30T. Just in 15 years instead of 10.
The doubters don't need SpaceX to fail.
They need it to grow slower than Google. 🎤
So who's got this one wrong:
the people calling $30T absurd, or the people calling it the floor? 👇
$SPCX
AWS grew 39%, its fastest in about five years, and the stock still fell. The number that did it: $77.3B of capex in a single quarter, up from $44.2B in Q1. Trailing free cash flow is now -$42.4B. $AMZN
