wajahatmughal

One company you can always bet on is $AMZN
- $200.6 billion in revenue in a single quarter, the first time it has ever crossed $200B in 90 days
- Revenue grew 20% year over year with EPS beat (ignore the anthopric valuation)
- Operating income hit $27.5 billion, up 43% in one year, profits growing twice as fast as revenue
- AWS did $42.2 billion in revenue, up 37%, fastest growth in over 4 years
- AWS has a $496 billion backlog
- Amazon's AI (tranium) business has crossed a $25 billion annual run rate with multi gigawatt commitments from Anthropic and OpenAI
- Jassy confirmed Amazon may start

So $SPCX is down 35% from the highs.
Spent sometime looking at ways to express the bet on ‘launch’ with 300+ this year & thousands of satellites alongside.
Tickers for ‘launch’, marketcap & how much they’re off the highs
SPCX $1.93T -36%
BA $168B -13%
LMT $123B -25%
NOC $76B -30%
LHX $54B -23%
RKLB $51B -46%
FLY $4B -67%
AVIO €1.5B -51%
Everyone is sleeping on space.

The AI wave has created multiple trillion dollar companies.
There is going to be another sector.
Trillions in market cap, commercial usage & the ‘chatGPT moment’ coming.
The more I chat with founders, research the bottlenecks and how they’re being solved for & see the innovation coming over the next decade the more conviction I have.
The sector is _____

Some stuff on my watchlist from ATH:
HYPE -8%
ZEC -37%
LIT -46%
BTC -50%
DRV -53%
MORPHO -54%
ETH -64%
METADAO -68%
SOL -72%
AERO -78%
PENDLE -80%
GRASS -86%
AAVE -87%