This is the first of four tranches in a 5 year, $10 billion contract. The remaining 3 tranches are due by end of year. Why is H1 acceptance so important? Because it proves their execution and their moat. While many …
I'm just saying you guys are in psychosis. The market is at an all time high this week and everyone is citing a seeming stock market "crash". I think a lot of you guys are overbought in AI and tech …
The last time I touched the stock market, I was 16 in High school and went from $100 to \~7k USD. I remember shitting my pants and having to explain to my working class parents. Regret not doubling down even …
The deployment of robotaxis in 28 cities is remarkable. I began by researching Uber and soon found myself examining NVIDIA. Initially, the connection seemed unlikely, but further research revealed its significance. Uber is investing in autonomous mobility, while NVIDIA develops …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
Let’s say you become convinced that something like data centers, nuclear energy, robotics, or AI infrastructure is going to be a major long-term investment theme. How do you go from the broad theme to the actual companies worth researching? What …
I have an aggressive trading style and like to use leverage on any stock; this approach allowed me to make a significant profit during the semiconductor sector's rally in April and May. However, once July arrived, my account lost half …
Hey everyone, I’ve been watching SpaceX since its IPO and I’m trying to decide whether to buy now or wait for a potential pullback. The price action has been pretty crazy: IPO price: around **$135** Shortly after the IPO: around …
It seemed like all the AI-infrastructure stocks dropped heavily last month, with pretty much everything selling off together. We're starting to see a strong recovery in many of these stocks (NBIS, CRWV, BE, MRVL) besides memory. It makes me wonder …
I think we see a new all time high in MSFT by the end of the year. I dont think the market has priced in the OpenAI ipo into the MSFT stock price. \-Microsoft holds a 27% ownership stake in …