Raw signal, scraped and timestamped.

All in on AVGO 💹

AI capex is going to accelerate. Specially as the AVGO customers like GOOGL & META have already confirmed. And its trading to cheaper than sectory growth adjusted multiples.

ServiceNow: great buy or value trap?

If anyone here understands SaaS, can they provide some insight on whether they see $NOW as a great buy or a value trap. All the analysts have a buy recommendation on it but the market doesn't see it that way.

I am not buying SPCX tomorrow and this is the exact math that changed my mind

Everyone is excited about the spacex IPO opening on nasdaq tomm at $135 a share, i get it that the business is genuinely impressive like it does US space launches, starlink and revenue is growing at 33% year on year. …

The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!

Not gonna use ai to write walls of text like some people would. Google owns 10% of spacex Spacex is gonna pump with regards buying Google is 15% off aths with no end of their empire in sight I bet …

Trying to make sense of SpaceX's valuation based on other company valuations

SpaceX gets their revenue from Starlink (61%), space launches (21%), and xAI (17%) At a $1.75 trillion valuation, that's saying Starlink is a $1.1 trillion business, space is $0.4 trillion, and xAI is $0.3 trillion The Starlink valuation is ridiculous: …

Just noticed SpaceX is officially on Yahoo Finance

I would like to post an image but it won’t allow me on mobile. Somehow it already has a price target of 140 and it is classified as aerospace and defense. Though I feel like it should be like rocket …

Chances this gets completely filled?

Korean chip giant SK hynix could list in US as soon as August: Report

https://www.tribuneindia.com/news/ai-boom/korean-chip-giant-sk-hynix-could-list-in-us-as-soon-as-august-report **From article** >The company had confidentially filed for a US listing in March. The company said it plans to list in 2026, riding on the AI boom as shares linked to AI and semiconductor companies soar to record highs. …

Anyone else incredibly impressed by Claude Fable? Seems bullish for semis.

For instance, I asked it a question about a chess position, and rather than hallucinate and guess, like prior models would have, it went out and downloaded a chess solver called stockfish, installed it onto its operating system (I'm sure …

The cancellation of Iran attack changes nothing about the underlying reason for the current sell off.

I'm seeing euphoric posts abound as we got a spike on that reversal of decision, but I think people forgot we were in a sell off prior to this and those reasons didn't change because of this. Everything is exactly …