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SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
The Circle-Jerk continues. $2B funding from JPM and NVDA, to grow Open Source AI models (which they haven't apparently launched yet). Paying $150M/Month to SpaceX, but (not in headline) can cancel with 90 days notice, to access..... Nvdia Chips.... Doesn't seem to be helping SpaceX share price much. And if …
No crying in the casino. 🗣️🗣️
[https://www.independent.co.uk/news/world/middle-east/iran-us-war-live-trump-strait-of-hormuz-israel-switzerland-talks-b3000114.html](https://www.independent.co.uk/news/world/middle-east/iran-us-war-live-trump-strait-of-hormuz-israel-switzerland-talks-b3000114.html)
Snapchat Spins off dotomo AI, a generative video effort to improve profit margins
\* Snap is spinning off its expensive generative AI video team into a new gaming-focused startup named Dotmo. \* Snap will provide zero direct funding, with CTO Bobby Murphy acting as lead investor using personal capital. \* Snap retains a large equity stake and technology licensing rights to capture future …
Here Is My Long Term Growth Stock Portfolio (Higher Risk / Higher Reward), I Would Love Some Additions
This is in regard to my higher risk / higher reward growth portfolio. I am 24 and like investing a small amount every week to companies who I think still have a lot of growth potential. Before anyone says anything. I do have a decent position is ETFs and blue …
Adding Multiple Stocks to TradingView made easy!
$CHWY is an Acquisition Target at these Levels
Over the past 30 days, I have purchased 250,000 shares of $CHWY - CHEWY, not because it's a Ryan Cohen or Meme stock play, but b/c it's extremely low to zero debt and a cash generating machine. Their auto-ship, higher quality pet products, and online presence has caused brick & …
What about VYM? That seems pretty immune to the shenanigans of the tech bros. You can't fake dividends.
Historically, VYM does considerably worse than VTI or VOO, but if someone is really worried about an AI bubble, a P/E bubble, or the malign affects of IPO fast-tracking, maybe they should be betting that the overperformance of those indices will not hold for the next decade... And, yeah, tax …
LONG INTC SHORT MSTR
Had a look at these two stocks INTC getting pumped at any opportunity whilst MSTR getting dumped at any opportunity, obviously market regime can change, however AI seems todays news whilst bitcoin is yesterdays plus INTC supported by US govt whilst MSTR looks like further falls/ bad financials and I …
Russell Reconstitution Arbitrage: Index Funds Forced to Buy Big Into INFQ & ONDS This Friday
TL;DR: Friday June 26 is Russell Reconstitution day. Passive funds must buy newly added stocks at the close. INFQ and ONDS are both confirmed Russell 2000 adds. I loaded deep ITM July $10 calls on INFQ near parity (almost zero IV crush risk) and cheap ONDS July $12 calls as …
Do ANY of the major indices still have a minimum public voting stock fraction?
I've always been pretty cynical, but even I am a bit shocked that the indices are allowing "public company" to mean "company the founders will control forever due to voting share shenanigans." Who needs an even slightly independent board of directors?