Source material behind every call on the tape.
BREAKING: SpaceX stock, $SPCX, surges over +30% to a fresh record high and hits $2.3 trillion in market cap. SpaceX is now the 6th largest public company in the world.
People are saying that today's companies are highly profitable but they literally aren't. Spacex and all of those other meme space companies like ASTS and RKLB don't make one dollar in profits. Everything is just driven by memes, vibes, and …
those lowball SpaceX allocations were very intentional... If a lot of people got a meaningful amount of shares (2,000 shares at $135) and the stock goes $165, that is a $60,000 unrealized gain right there in seconds. A lot of …
I wanted to share my thesis on Novo Nordisk (NVO) about why its a great investment at this price. I’m not a financial expert—just a long-term investor sharing my perspective. First of all, many people seems to be freaking out …
$MOS is on the floor. Lowest level in about five years. Record sulfur costs, a lousy quarter, plants idled. Sounds like a nightmare, and that's exactly why I'm looking. I'd rather buy what everyone hates right now than what's already …
What am I missing here? Seems undervalued and also on an insane growth trajectory on all cylinders???? Revenue: $4.40B (Up 4% year-over-year, beating analyst consensus). Adjusted EPS: $3.13 (A massive beat against the $2.90 Wall Street estimate). Adjusted EBITDA Margin: …
SpaceX balance sheet and FCF explain everything I need to understand where it is heading * Debt-to-EBIDTA 4.2 * negative interest coverage ratio * FCF to debt -48%. Awful * Retained earnings -40B!!! * FCF -20B. with B! If SpaceX …
NFA. DYOR. Been following this one quietly for a while. Everyone’s chasing Quantinuum post-IPO. Meanwhile Dynex has been quietly commercial for months and hasn’t been priced in anywhere. What Dynex actually is: • Apollo chip - fingernail-sized neuromorphic processor, room …
A general strategy discussion but using this AMD trade as an example. I set up a bearish diagonal on AMD with the long after the earnings, short on 7/17. Theory was the long should retain it's IV, and the short …