SpaceX's AI-driven beat: is the AI trade the internet bubble again
An investor notes SpaceX beat revenue forecasts and guided capex far above consensus, and argues rallies are likely even if the AI trade has peaked. Replies split.
Roadmap
A brief map of what a public thread appears to be arguing about. Orientation, not a verdict or fact-check.
An investor notes SpaceX beat revenue forecasts and guided capex far above consensus, and argues rallies are likely even if the AI trade has peaked. Replies split.
A post says LeBron James' commemorative patch for a record 24th season is a gimmick an all-time great does not need. Replies split.
A Bucks fan predicts a 26-56 season and argues the year is about developing players and gaining assets. Replies split on that outlook.
CBS says its 4:25 national window drew 26.4 million viewers and its season is the best ever through Week 6. Replies argue over who deserves the credit.
The NBA celebrates Shai Gilgeous-Alexander extending his record run of 20-point games to 141 on opening night. Replies split on what the streak says about him.
A post calls the idea that Shai Gilgeous-Alexander is unwatchable the worst narrative going. Replies argue over his footwork and his free throws.
A Texas voter says he will back Democrat Nathan Johnson for Attorney General on competence and is undecided on the Senate race. Replies argue over crossing over.
A Tesla shareholder lays out a plan to survey retail investors and prepare them for votes on a possible SpaceX merger. Replies split on timing, price and whether it will happen.
Variety's critic predicts the documentary "You Can See Everything" could win Best Picture, likening it to "Pulp Fiction". Replies split on eligibility and on the praise itself.
A Grammy forecaster lists 12 contenders for Song of the Year, where only 8 can be nominated. Replies argue over picks and criteria.
A news post reports that a proposed break at the pump was stripped from a $2.35 billion spending bill before a key vote. Replies split on who is responsible and whether it was worth much.
Amanita Design condemned a fan's AI animations made from Machinarium art. Replies split on whether it is a tribute or copying.
Citrini says it used Anthropic's internal research model to design an experimental scorpion antivenom. Replies argue whether a binding result justifies the cost.
A post says Howie Roseman should answer for the Eagles' handling of Jalen Hurts' blood clot. Replies split on privacy and legal risk.
A post recalls the 2006 Diwali clash, calling Don a hit and Jaan-E-Mann a flop. Replies argue over how strong Don really was and how Jaan-E-Mann aged.
A columnist says this World Series pits each league's best team. Replies argue over ratings, small markets and the playoff format.
A game developer says no AI supporter could name one way AI helps make games. Replies argue over automation, prototyping and game feel.
A post mocks Jayden Daniels for throwing the ball away on fourth down. Replies argue whether it was a blunder or smart.
Prime Minister Chris Luxon hails the India trade deal coming into force as a win for exporters. Replies argue over its tariff terms and migration.
A post calls a Rams screen pass Sean McVay's worst play call ever. Replies split on blaming the call, the execution or an earlier handoff.
A post calls a roughing the passer flag on the Packers the worst in history. Replies split on whether the body weight rule justified it.
Florida State coach Mike Norvell says late calls cost his team against Miami. Replies split on whether the final catch was a touchdown.
A post calls Enzo Fernández's £125m move to Manchester City the worst Premier League transfer ever. Replies split on what one bad game says about him.
A chart account gives Olivia Rodrigo and Chappell Roan's expectations remix a 58% shot at a top 2 debut. Replies question calling it a debut.
A film account says five Bollywood actors no longer earn solo leads at the box office. Replies argue over talent, director credit and the numbers.
A chart account posted its 2026 Billboard year-end Hot 100 prediction. Replies split on whether the order reflects real popularity or radio play.
A post reports walkouts as Street Fighter heads for a $30 million opening. Replies split on whether the reports reflect the film.
A post shares a study linking frequent daytime naps to higher dementia risk. Replies split on what the link means and on trusting such studies.
A post says Jayden Daniels has not won in over a year and calls him overrated. Replies argue over what the stat leaves out.
A post says Nintendo's 1991 switch from Sony to Philips led Sony to build the PlayStation. Replies argue whether that was a blunder or a sound business call.