Space Exploration Technologies Corp.
Pitch Summary: SpaceX is set to begin trading on the Nasdaq with a valuation of approximately $1.8 trillion, driven by strong demand and a significant oversubscription of its IPO. However, the valuation has been met with skepticism from valuation experts like Aswath Damodaran, who estimates the company’s equity value closer to $1.3 trillion. The primary […]
Kingdom Capital Advisors TSSI
Bull thesis on TSS Incorporated from Kingdom Capital Advisors
Tesla Q4 2025 Results: 2026 Cash Burn All But ConfirmedTesla, Inc. – TSLA
Pitch Summary: Tesla’s Q4 2025 results showed a surprising beat in EPS due to record-low vehicle production costs, despite rising raw material costs. However, the company’s explanation of a higher regional mix contributing to improved gross margins is questionable. Tesla’s capex plans for 2026 suggest a significant capital raise, which could strain financials if revenues […]
