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06/15 - LFVN daily discussions thread

Good morning LFVNgers! How are we today lets get that volume up! ​ Stock lendings off!!

BEAT is moving fast today. Anyone watching it on BYDFi?

I noticed BEAT getting a pretty strong move on BYDFi today, with the price around the $5.4 area and 24h gains showing over 20% on the chart. Not trying to hype it, but the setup is interesting because volume seems …

Anyone following GCM.AX after the AI/data centre cooling update?

Has anyone here been following GCM? I had it on the radar as a high-risk speccy because of the VHD graphite / thermal management angle, but today’s announcement caught my attention a bit more because they are now pointing the …

$26Billion ANDA filing -Why ELTP is Uniquely Qualified - Deeep Dive

First off, thanks to Hgils for the help on some of the research for this due diligence rabbit hole. Let's dive. Ok, ELTP just had a stipulated agreement to drop legal dispute with Purdue, and I posted a few days …

A beginner-friendly roadmap to Fed week — what actually moves the market and how to not get run over

The $1.3 Billion Rounding Error: What SpaceX's Historic IPO Means for the Future of Corporate Bitcoin. How the largest public listing in history is quietly transforming cryptocurrency from a speculative business model into a definitive, mega-cap treasury asset.

**SpaceX just pulled off the biggest IPO in history at a $1.8 Trillion valuation.** But Wall Street completely missed the wildest detail buried deep inside their S-1 filing: A $1.3 BILLION Bitcoin reserve. 🤯 **Here is why this is the …

So is SPCX price discovery even real right now?

I keep seeing people talk about the SpaceX price like it already proves demand is insane, but I’m still stuck on the selling side. If IPO allocated holders risk losing access to future IPOs by flipping, and insiders/large holders aren’t …

HOW DO YOU EXPLAIN THIS?

$CXAI: Final DD until annual meeting

The market is pricing failure. The fundamentals say otherwise. CXAI is currently trading at $0.20 with a market cap of roughly $14M. Post-EngineRoom acquisition, the company now has: \-$12M+ annualized revenue run-rate \-83% gross margins \-$1.6M adjusted EBITDA \-Anthropic Claude …