russellclark
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russellclark
Hedge fund manager - specialising in macro trends and short selling
291Posts
119Comments
13%Best ROI
Joined on 18th December 2025
SpaceX prospecuts is very interesting... Basically Musk invented Starlink to make demand for his rocket launching business. Witht the new Starship - I think he is hoping to make demand by promoting his satellite data centre model. Data centre satellites will be so much more massive, only Starship could possibly transport them. Its a bold plan - but it could easily fail... but if it doesn't, he will revolutionise another industry.
It did look like debt markets were going to call time on the AI boom - we were seeing stress in Softbank and Oracle CDS. But the IPO market has come to the rescue. OpenAI and xAI will raise money and keep the part going. The good news, is this is helping the wafer trade. Sumco up another 20% today and 60% for the month.
