Most CEO compensation clauses are written around EPS targets, revenue growth, stock price milestones. Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously. Every TAM figure in the S-1 — the $2.4 trillion space data center market, "AI compute is cheaper in space than on Earth," Starship carrying 95% of orbital payload — these are all waypoints on the same throughline. Not for the quarterly report. To make that one tranche vest. Converted using "Elon Time": a "2–3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to bec

This Thursday, Starship V3 is expected to launch from Boca Chica, Texas. In the same week, SpaceX’s IPO filing will go public — roadshow on June 4, pricing on June 11, and official Nasdaq listing on June 12 under ticker $SpaceX(IPO001)$ . Meanwhile, $Rocket Lab USA, Inc.(RKLB)$, $Firefly Aerospace Inc.(FLY)$ and $Voyager Technologies, Inc.(VOYG)$ all rallied Monday before pulling back Tuesday. What do you think about the $1.75 trillion valuation? Musk merged SpaceX and xAI earlier this year, and the implied valuation is now over $1.75 trillion, with a poten

Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day. Trump’s portfolio aligns with the three policy themes: AI infra, financial deregulation, and fiscal stimulus. Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$

Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast

$SPX$ hit an intraday high of 7369.22 yesterday, $IXIC$ reached 25,850.19, the Dow climbed back above 50,000, and $NVDA$ surged +5.77%, reclaiming a $5 trillion market cap. Is simply holding stocks enough to make money now? 1. AI earnings momentum keeps pushing the market higher AMD reported Q1 data center revenue of $5.8B (+48% YoY), with Q2 guidance at $11.2B (+46% YoY), beating Street expectations by 6.3%. ARM Q4 licensing revenue rose +29%, while data center royalties doubled YoY. The CEO stated clearly: the more complex agentic AI becomes, the more systems require CPUs for orchestration and coordination. ARM is transforming from a “mobile architecture tax” into an “AI data center architecture tax.” 2. Geopolitical risks cooling down The U.S. and Iran are reportedly close to signing a

Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7

Tonight at 2 PM ET, the FOMC will announce its decision. Rates are expected to remain unchanged at 3.5–3.75%, marking the third consecutive pause, which is almost fully priced in. What’s really keeping the market on edge is not the number itself, but the Fed’s forward stance. $NASDAQ(.IXIC)$ Will Powell Stay on as a Governor? Powell’s term as Chair ends on May 15. He has hinted that he could remain as a Fed Governor until January 2028 after stepping down as Chair. Today, the Senate Banking Committee will vote on Kevin Warsh’s nomination, and the key procedural hurdles have already been cleared. This could be Powell’s last press conference as Chair. The market is waiting for one signal: Will he stay, or leave entirely? Goldman Pushes Back: Market

In the last two days of April, the most concentrated earnings window for the tech sector has arrived. $Microsoft(MSFT)$, $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi & Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap

Yesterday, $Advanced Micro Devices(AMD)$ surged 7%, finally reaching the much-anticipated $300 level. $Alphabet(GOOG)$ also rose 2% to $337, while $NVIDIA(NVDA)$ held strong, closing above $200. As the broader market rebounds, the AI theme is flourishing across the board — but some are starting to question NVIDIA’s leadership position. AMD breaks $300: will AMD be the next NVIDIA? Why Is the Market Re-rating AMD? CPU is back in focus. In the era of Agentic AI, task scheduling, state management, and I/O control flows are making CPUs central to the data center again, no longer just a supporting role for GPUs. At the same time, AMD’s Instinct GPUs can continue to ab