📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Goldman Reaps Windfall From Cut Of Clients' Early $SpaceX(SPCX.US) Spacex Bets - Bloomberg
The report said the bank had helped to arrange wealthy clients’ bets on Elon Musk’s company more than five years ago, when SpaceX was worth tens of billions of dollars. When the aerospace firm went public at a $1.77 trillion valuation, Goldman clients who sold shares received a vast windfall and delivered hundreds of millions of dollars in incentive fees to the bank.
GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D
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Goldman Sachs forecast ~108GW of data center demand in 2030 (US-only).
Key beneficiaries:- $Firstenergy(FE.US) & $Talen Energy(TLN.US): exposure to PJM and upside from generation/transmission opportunities.- $Xcel Energy(XEL.US): exposure to the growing MISO market.- $Duke Energy(DUK.US): benefits via ~15.4 GW high-confidence large load pipeline + favorable regulatory environment in the Southeast.- $Sempra Energy(SRE.US): capture opportunities in Texas via T&D capital investment.- IPPs like $Talen Energy(TLN.US), $Vistra(VST.US), and $NRG Energy(NRG.US) are best positioned to benefit from rising power prices and incremental data center PPAs across both PJM and ERCOT. - 谋
[Mou Weekly] Stop guessing, this is exactly what Warsh meant to say (Week 35 of 2026 | Issue No. 285)
On Saturday, I shared the Chinese-English parallel text of Warsh's speech at Jackson Hole in the group chat and recommended reading the original. A group member replied: "How we interpret it doesn't matter; what matters is how Wall Street interprets it." This sounds smart—markets are indeed driven by pricing—but it happens to hit the bullseye of this very speech. We'll start from this quote today because the mindset behind it is exactly what Warsh dedicated an entire paragraph to criticizing. Bottom line: The most important takeaway isn't whether he's 'hawkish,' but that Warsh announced a change in the rules of the game. Understanding this...
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$Goldman Sachs(GS.US) posted a chart showing a triangle base. This name broke south for a quick short opportunity. Now a choppy mess as it bounced some today. If shorting stay nimble. None here at this time
Source: Sunrise Trader
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FeaturedBeginner guide to why nvdia pushes about 220
🐶 Options Puppy | What Catalyst Push NVIDIA Above $220 This Week? 🚀🔥NVIDIA is already trading around the $224 area, so the question I ask myself is not whether it can touch $220, but whether it can h...
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Nvidia's $500B Play: When a Graphics Card Becomes a Mortgageable Asset
Wall Street now lends against GPUs like they're houses. But houses don't lose half their value when the next model ships — here's the $500 billion machine, and its crack.
Nvidia Breaks Its Record, Buyback In Hand
