**Yes, SpaceX is deeply involved in all five areas.** Over its history and during its massive expansion, the company has grown from a traditional rocket manufacturer into a vertically integrated powerhouse heavily involved in **satellites, military defense, artificial intelligence, and …
Like the world didn't just get that much richer overnight, and I'm not sure how these huge investment firms are selling in order to buy into that ridiculous 2+ trillion IPO I'm no economist and obviously I'm looking at this …
Given the punishing stock performance of large cap software, is it realistic to think the large caps and big spenders to take a breather, in a somewhat coordinated outlook - I mean isn’t that really the only way to boost …
Why have the CEO and CFO both left, and why is it that almost no one at the top is buying company stock with their own money, and they seem to be constantly selling it? It's very puzzling.
This might be obvious to people here but it took me a while to see it. Most of my theses were unfalsifiable. I'd write stuff like "great moat" or "disciplined management" but felt that a specific thesis was difficult to …
As far as I know, over the course he has bought PayPal, Adobe, Zoetis, Molina, Veeva, Ali Baba, Lululemon (I saw that this is his largest position), Fiserv, Mercado, FNMA and FMCC. What else?
With the recent up and down , some Of which is not fundamental would you stack up on ETFs or buy Google or Amazon , MSFT , or other MAG7s? MSFT has been a drag down all year. Google I …
Hi guys i‘ve been tracking a few high-quality compounders that have been beaten down by recent market sentiment. With the current pullback, we’re seeing some of the most reliable businesses in the US trading at prices we haven’t seen in …
I assume AI to be a dotcom 2.0 and IT IS a dotcom 2.0, there's no arguing with that, it's even worse for many stocks as dotcoms didn't burn billions in the furnace, top bubbles like OpenAI burned tens of …
Valuations of some of these MAG5 stocks is now lower than it was in April 2025 (after the Trump tarrifs announcement). Lot's of people have missed the opportunity to buy them cheap back then and regretted not pulling the trigger …