متاح الآن! بحث تيليغرام 2025 — أهم رؤى العام 
₿ Justin Tew - Objective Finance 📈
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منشورات القناة
🤡🤡🤡🤡 JD Vance on Iran:
I am very confident that we can maintain this ceasefire.
Source: Fox News
| 2 |  لا يوجد نص... | 74 |
| 3 |  💧BREAKING: Hormuz Closed, Iran Strikes Back Over US and Israel Violations 🚨
Iran's military has announced the closure of the Strait of Hormuz, citing US violations of the war-ending MOU and Israel's continued strikes in southern Lebanon. | 90 |
| 4 |  🇺🇸 One Dot Missing from the Fed’s Famous ‘Dot Plot’ 🔴
The Fed’s dot plot, the quarterly chart where 19 policymakers anonymously plot their interest rate expectations, has been a cornerstone of how investors read the central bank’s intentions since 2011.
But at his first press conference as Fed Chairman, Kevin Warsh declined to submit his own forecast, calling the tool unhelpful for conducting policy.
He signaled that a broader review of Fed communications later this year could reshape or eliminate the dot plot, press conferences, and other guidance tools altogether.
Warsh has long been a critic of “forward guidance” generally, arguing the Fed should provide markets with less explicit signaling about future rate paths.
For investors, this matters because the dot plot has long served as one of the clearest windows into Fed thinking beyond the immediate rate decision.
Its potential phase-out introduces a new layer of uncertainty just as the committee is navigating one of its most consequential pivots in years, from rate cuts toward potential hikes.
If Warsh follows through on reshaping Fed communications, markets may need to rely more heavily on Fed officials’ public speeches and meeting minutes to gauge the path of rates, a shift that could increase volatility around Fed announcements in the months ahead. | 99 |
| 5 |  🔥 Kevin Warsh’s First Fed Meeting: A Hawkish Pivot Toward Rate Hikes 🤑
In Kevin Warsh’s debut as Fed Chairman, the Fed held its benchmark rate unchanged at 3.5%-3.75% in a unanimous vote.
But the accompanying projections told the real story: nine of 19 officials now see at least one rate hike this year, up from zero in March, while only one expects a cut, down from twelve.
Warsh struck a hawkish tone despite the political awkwardness, declaring “this committee will deliver price stability” and downplaying the hike forecasts as lacking strong conviction among his colleagues.
Markets reacted swiftly: Treasury yields jumped, the dollar rallied, and stocks fell, with traders now fully pricing in a rate hike by October.
The reversal reflects how dramatically the economic backdrop has shifted since the start of the year. Inflation forecasts for 2026 jumped sharply as core inflation projections rose to 3.3% from 2.7% in March, driven by the Iran war’s energy shock.
News of a preliminary U.S.-Iran peace deal has already pulled oil prices down, and if it holds, could ease some of the energy-driven inflation pressure weighing on the outlook. | 81 |
| 6 | Who "won" the war? | 87 |
| 7 |  🔥 US or Iran won the war? :") 🤡
Trump announced on social media that an interim deal to reopen the Strait of Hormuz and end the four-month Iran conflict would be signed Sunday, declaring the waterway would be “OPEN TO ALL” immediately afterward.
Iran quickly poured cold water on the timeline, with a government spokesman ruling out a Sunday signing and noting the deal still requires approval from Iran’s Supreme Leader.
Trump has announced an imminent deal dozens of times without follow-through, and even the senior US official’s optimism comes with major caveats. Iranian hardliners and some Republican hawks both oppose elements of the deal, and there’s a real chance Iran has placed mines in the Strait that would need clearing by a UK-France coalition even if a deal is signed.
A real reopening of Hormuz would be bullish for easing inflation and market pressure, but until ink is actually on paper and shipping data confirms normalized flows, treat this as a potential catalyst rather than a done deal. | 83 |
| 8 |  📈 SpaceX just pulled off the biggest IPO ever 🚀
SpaceX reportedly raised US$75B at US$135/share, then jumped to US$160.95 on its first trading day.
That puts its fully diluted market cap at around US$2.2T — instantly making it one of the largest companies in the world.
The wild part is that SpaceX is no longer being valued like “just” a space company. Investors are also pricing in Starlink, its AI angle through xAI, and the broader Elon Musk ecosystem.
But here’s the caution: the article notes SpaceX still posted a US$6.4B operating loss last year.
So yes, the story is huge. But at this valuation, u are paying for a lot of future perfection. | 109 |
| 9 | 🚨Federal Reserve Holds Rates Steady, In Line With Expectations 🇺🇸
The Federal Reserve left the federal funds rate target range unchanged at 3.50%-3.75% in a unanimous 12-0 vote. The FOMC said economic activity continues to expand at a solid pace, while inflation remains elevated relative to its 2% target. | 121 |
| 10 | Bought SpaceX IPO ? ($SPCX) | 214 |
| 11 |  لا يوجد نص... | 215 |
| 12 | [LONG ARTICLE] 🚀 Should Investors Buy the SpaceX IPO? ❓
A lot of yall have been asking me if they should invest in SpaceX's IPO , here's my research:
SpaceX is clearly one of the most impressive private companies in the world.
It has changed the economics of rocket launches, built Starlink into a serious global connectivity business, and is now positioning itself around AI, data centres, and even orbital compute infrastructure.
But when looking at it as an investment, the key question is not whether SpaceX is an amazing company.
The question is whether the IPO valuation makes sense.
Based on the filing, the IPO price of $135/share would value SpaceX at around $1.69 trillion based on the post-offering share count.
For context, SpaceX generated $18.7 billion in revenue in 2025.
That works out to roughly 90x sales.
Not 90x earnings... 90x revenue.
To put the 90x sales valuation into perspective, many of the best-performing companies in history IPO’ed at much lower revenue multiples.
Roughly speaking:
- Apple IPO’ed around 10–15x sales
- Microsoft IPO’ed around 4x sales
- Nvidia IPO’ed around 4x sales
- Google IPO’ed around 9–16x sales
- Facebook / Meta IPO’ed around 28x sales
- Amazon IPO’ed around 28x sales
- Tesla IPO’ed around 15x sales
Of course, every company is different, and SpaceX is not directly comparable to any single one of them.
But the comparison is still useful because it shows how much future growth is already being priced in.
At around 90x sales, SpaceX would be valued at more than 3x the sales multiple of Facebook and Amazon at IPO, and far above companies like Microsoft, Nvidia, Apple, Google, and Tesla when they first went public.
So even if someone believes SpaceX is an exceptional business, the IPO valuation already assumes a very big future. That leaves much less room for error if growth slows, margins disappoint, or the AI/data centre story takes longer than expected to translate into profits.
And the company is actually still loss-making.
In 2025, SpaceX recorded a net loss of $4.9 billion. In Q1 2026 alone, it recorded a net loss of $4.3 billion on $4.7 billion of revenue.
So while the growth story is definitely strong, the current profitability profile still looks very stretched relative to the valuation being asked.
Another important point is that SpaceX is no longer just a “rocket and Mars” story.
In 2025, only around 22% of revenue came from the Space segment. In Q1 2026, that dropped to about 13% of total revenue.
Most of the business is now coming from Connectivity, mainly Starlink, and increasingly from AI-related operations such as xAI, Grok, data centres, and future orbital AI compute.
So if someone were to buy into this IPO, they are not just buying rockets and space exploration.
They are buying a combined story of Starlink, AI infrastructure, X/xAI, data centres, and a lot of future expectations.
To be fair, Starlink looks like the strongest part of the business.
The Connectivity segment generated $11.4 billion in revenue in 2025 and $4.4 billion in operating income. That is genuinely impressive.
But even there, there are signs to watch. Starlink’s monthly average revenue per user has been falling:
- 2023: $99/month
- 2025: $81/month
- Q1 2026: $66/month
This suggests that while subscriber growth is strong, pricing pressure may become a bigger factor over time.
The AI segment is also where a lot of the excitement seems to be concentrated, but it is extremely capital intensive.
In 2025, the AI segment generated $3.2 billion of revenue, but recorded an operating loss of $6.4 billion and required $12.7 billion of capex.
In Q1 2026 alone, AI capex was $7.7 billion, making up about 76% of total capex.
That means a large part of the IPO story is no longer just about proven space operations, but also about very ambitious and expensive AI infrastructure plans.
There is also a governance angle.
After the IPO, Elon Musk is expected to control about 82.4% of the voting power.
So public shareholders would be getting economic exposure to SpaceX, but very limited say in how the company is run...
Personally, at this IPO valuation, I’m not buying. SpaceX may still become one of the most important companies in the world, but at around 90x sales, the market is already pricing in a very big future. For me, there is too much hype, too much AI rebranding, and too much capital intensity, while profitability is still too limited to justify the valuation. I’ll admire the company, but I don’t think the IPO gives enough margin of safety as an investment.
🖤 Dm me if you want a comprehensive analysis on the stocks u're personally buying , and a report on how I do these analysis | 195 |
| 13 | [LONG ARTICLE] 🚀 Should Investors Buy the SpaceX IPO? ❓
A lot of yall have been asking me if they should invest in SpaceX's IPO , here's my research:
SpaceX is clearly one of the most impressive private companies in the world.
It has changed the economics of rocket launches, built Starlink into a serious global connectivity business, and is now positioning itself around AI, data centres, and even orbital compute infrastructure.
But when looking at it as an investment, the key question is not whether SpaceX is an amazing company.
The question is whether the IPO valuation makes sense.
Based on the filing, the IPO price of $135/share would value SpaceX at around $1.69 trillion based on the post-offering share count.
For context, SpaceX generated $18.7 billion in revenue in 2025.
That works out to roughly 90x sales.
Not 90x earnings... 90x revenue.
To put the 90x sales valuation into perspective, many of the best-performing companies in history IPO’ed at much lower revenue multiples.
Roughly speaking:
- Apple IPO’ed around 10–15x sales
- Microsoft IPO’ed around 4x sales
- Nvidia IPO’ed around 4x sales
- Google IPO’ed around 9–16x sales
- Facebook / Meta IPO’ed around 28x sales
- Amazon IPO’ed around 28x sales
- Tesla IPO’ed around 15x sales
Of course, every company is different, and SpaceX is not directly comparable to any single one of them.
But the comparison is still useful because it shows how much future growth is already being priced in.
At around 90x sales, SpaceX would be valued at more than 3x the sales multiple of Facebook and Amazon at IPO, and far above companies like Microsoft, Nvidia, Apple, Google, and Tesla when they first went public.
So even if someone believes SpaceX is an exceptional business, the IPO valuation already assumes a very big future. That leaves much less room for error if growth slows, margins disappoint, or the AI/data centre story takes longer than expected to translate into profits.
And the company is actually still loss-making.
In 2025, SpaceX recorded a net loss of $4.9 billion. In Q1 2026 alone, it recorded a net loss of $4.3 billion on $4.7 billion of revenue.
So while the growth story is definitely strong, the current profitability profile still looks very stretched relative to the valuation being asked.
Another important point is that SpaceX is no longer just a “rocket and Mars” story.
In 2025, only around 22% of revenue came from the Space segment. In Q1 2026, that dropped to about 13% of total revenue.
Most of the business is now coming from Connectivity, mainly Starlink, and increasingly from AI-related operations such as xAI, Grok, data centres, and future orbital AI compute.
So if someone were to buy into this IPO, they are not just buying rockets and space exploration.
They are buying a combined story of Starlink, AI infrastructure, X/xAI, data centres, and a lot of future expectations.
To be fair, Starlink looks like the strongest part of the business.
The Connectivity segment generated $11.4 billion in revenue in 2025 and $4.4 billion in operating income. That is genuinely impressive.
But even there, there are signs to watch. Starlink’s monthly average revenue per user has been falling:
- 2023: $99/month
- 2025: $81/month
- Q1 2026: $66/month
This suggests that while subscriber growth is strong, pricing pressure may become a bigger factor over time.
The AI segment is also where a lot of the excitement seems to be concentrated, but it is extremely capital intensive.
In 2025, the AI segment generated $3.2 billion of revenue, but recorded an operating loss of $6.4 billion and required $12.7 billion of capex.
In Q1 2026 alone, AI capex was $7.7 billion, making up about 76% of total capex.
That means a large part of the IPO story is no longer just about proven space operations, but also about very ambitious and expensive AI infrastructure plans.
There is also a governance angle.
After the IPO, Elon Musk is expected to control about 82.4% of the voting power
So public shareholders would be getting economic exposure to SpaceX, but very limite | 1 |
| 14 |  😎 Upcoming IPOs after SpaceX , Anthropic & OpenAI 📈
SpaceX's IPO may set a precedent for the upcoming IPOs of Anthropic and OpenAI, according to a report by AXIOS. The valuations of Anthropic and OpenAI are rapidly increasing, mirroring the trends seen with SpaceX ahead of its initial public offering. | 144 |
| 15 |  🔥🇺🇸 Shares of SpaceX debuted on Nasdaq at $150, (yeah it's $163 now wth) following an initial public offering priced at $135.
Btw to know what's the true scale of a billionaire vs a TRILLIONARE ... watch this | 155 |
| 16 | Elon Musk becomes the 1st trillionaire as SpaceX begins trading today LOL 🔥🔥🚨🚨 | 143 |
| 17 | This is shaping up to be one of the biggest market weeks of the year.
Maybe even the past few years.
In the next couple of days, markets are watching 3 major events:
🚀 SpaceX IPO pricing
• Potentially the largest IPO in history, with a reported ~$1.75T valuation and $75B raise.
⚽️ World Cup begins
• Sounds unrelated to markets, but some experts say events of this scale across North America can distort jobs, spending and economic data.
🏦 Fed meeting
• Warsh chairs his first meeting this month - with markets now pricing in a higher chance of a rate hike.
Any one of these would usually be enough to move markets.
This time, investors are digesting all three at once.
Worth keeping an eye on the noise, but more importantly, staying focused on the long term.
Invest safe 🙏 | 157 |
| 18 | Sorry guys just ignore , configuring some bot settings to make the channel cooler 😎 | 129 |
| 19 | Test from Barbie — checking Objective Finance channel posting access. | 1 |
| 20 | @barbiejt_bot test | 1 |
