@xandru

Recovering finance bro, buy side, VC, RE, girl & boy dad, lots of humor ✈️🎾🏌️‍♂️🥊🏎️🪐🇺🇸

 Florida, USA
Joined January 2012
  • Tweets3.6K
  • Following180
  • Followers683
895Media
$NOW $148, green for the year. 35% from $110 :)
Xandru
@xandruAug 27
$NOW $137
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Just $SPCX things…
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Big jump in Cybercabs! Doubled…
Xandru
@xandruOct 2
Cybercab rollout momentum picking up, 89 Cybercabs added in last 7 days…
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Still riding the equities bubble… 26’ GDP Q1 2.5%, Q2 2.2%, Q3 Est. 4% We ride!
Xandru
@xandruAug 24
I’m still riding the bubble, but paying close attention…
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Holy Batman! Earnings acceleration. Look at those 2028 numbers, 16.7% implied earnings growth vs 2027, which is 15.4% higher vs 2026. I wonder if any markups of SpaceX, Anthropic, OpenAI are included 27’
Xandru
@xandruSep 2
Earnings estimates keep moving higher. 2026 up by 7% since the end of June, and 2027 up by 4% to $412
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Houston: Liftoff, we have liftoff! 2028 margins would be all time high Including 2026 markup adjusted graph (Grok). I wonder if any markups are in 27’ and 28’ numbers
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Cybercab rollout momentum picking up, 89 Cybercabs added in last 7 days…
Xandru
@xandruSep 26
57 Cybercabs added in one day, from 69 to 126 👀🍿
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Hahaha
Greg Hunkins
@greghunkinsSep 29
Succession Doomer Themed Ep. 1: You Are Not Serious People

This media is unavailable

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That’s just mean $SPCX
ApoStructura
@ApoStructuraSep 28
Fun fact: with this single orbital flight Starship has launched 5x more mass to orbit than RocketLab has in its history.
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People in FL today waking up to sub 70F weather for the first time this season
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57 Cybercabs added in one day, from 69 to 126 👀🍿
Xandru
@xandruSep 24
420 Model Ys 69 Cybercabs 🤭
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420 Model Ys 69 Cybercabs 🤭
Xandru
@xandruSep 8
Replying to @xandru
Tesla Robotaxi update
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Wow $SPCX Assuming continued reduction in revenue per Tbps, Starlink could triple in revenue by end of 2027 to $50B ARR, from $17B at end of ‘26
Sam Korus
@skorusARKJun 4
It's not rocket science. ~$19M in connectivity revenue per Tbps 61 Tbps per Starship launch $19M * 61 = ~$1 billion in rev per starship launch Falcon 9 launched 165 times last year. The revenue per Tbps will decay, that's ok and expected.
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Autonomous Vehicle (AV) update
Xandru
@xandruMar 6
Autonomous Vehicle update
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Tesla Robotaxi update
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China new Bank loans go negative… Couple that with 10y at 13month lows and China not looking good which has big implications for the global economy
Xandru
@xandruAug 25
This is NOT a good combo… China Credit Impulse rolled over (and could go lower), so with a lag, we are in for some tighter financial conditions… Separately, 12m forward to trailing EPS ratio at 1.20. When it mean reverts closer to 1 the S&P could correct 30%…
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Earnings estimates keep moving higher. 2026 up by 7% since the end of June, and 2027 up by 4% to $412
Xandru
@xandruJun 29
Earnings estimates have a minor pullback for 2027 and 2026. Is this just a blip or the start of something bigger?
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Both 2026 with 15.7% and 2027 with 16.8% margins are solidly higher since end of Q2
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Pretty cool chart👇
Douglas Tengdin, CFA@TengdinAug 27
You think: “It can’t be that simple.” Then you look at the chart again and think, “Yeah, it really *is that simple.” #DC_Lite
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