“after the IPO, SpaceX announced another acquisition in the AI segment, which was Cursor. Cursor is an autonomous AI agent that can help in coding. This is an all stock deal valued at about $60,000,000,000 that will close in the third quarter of twenty twenty six.”
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Cursor acquisition closes and is officially completed by end of Q3 2026
Daniel predicts Kaspi's dividend yield will compress to 6-7% from current 8%, implying 25-40% upside.
Jason predicts SpaceX stock will be down approximately 50% in five years.
Jason predicts Starlink will release its V3 satellite in the second half of 2026.
Daniel projects Kaspi will deliver over 20% annual returns for the next five years assuming 11% revenue growth and flat margins.
Daniel cites Helix Bank's forecast that Kazakhstan's tenge will weaken to 600+ per dollar by end of 2027.
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