SPCX

SpaceX was nowhere in AI just six months ago. Now it's an anthropic rival after the $60 billion cursor deal. And that is according to Oppenheimer. By the way, I talked to one of my long-standing developer friends who's developed everything under the sun, it seems.

And he said that this cursor acquisition is not a joke. In long term, this is going to be extremely impressive. went on to praise Grock, uses Claude, um but also said, you know, Grock is is really incredible and has made some serious strides.

Was very impressed with what I was able to do and was doubly impressed that someone who's not a traditional developer. Actually chose a command line interface that gives you diffs and developer terms.

Didn't understand why that was the case. Turns out I'm learning a shitload about development and that is helping me do what I need to do. Sorry for swearing.

Okay, we're down to the two final stocks here. The These are the two largest holdings and coming in at number seven, we have a giant that just made history earlier this year and that is of course SpaceX ticker symbol SPCX which Nvidia now holds over 21 billion dollars worth of the stock making this one holding alone worth about a third of their entire portfolio.