Jun. 27 at 12:06 AM
2030 forward scenario pricing-thinking in long-duration compounding, not short-term cycles.
$META -
$2,000 long-term AI + ads + metaverse optionality expansion
$AMZN -
$600 AWS + retail + AI infrastructure compounding machine
$NOW -
$500 enterprise workflow dominance with sticky subscription growth
$SOFI -
$120 fintech scaling story if credit + banking platform execution holds
$SPCX -
$40 high-risk venture exposure re-rating with private market expansion
This is a “time arbitrage” basket-price volatility today vs structural adoption curves tomorrow.