reddit.com
Subsites
Posts
SpaceX Wireless Push Gets Wilder: Analyst Says T-Mobile Could Be the Target
SpaceX’s Starlink mobile story just got a lot spicier. Investor’s Business Daily reports that a TD Cowen analyst thinks SpaceX could eventually acquire a U.S. wireless carrier, with T-Mobile viewed as the most likely target. That would turn Starlink from a rural internet and satellite-to-phone story into a direct assault …
Thoughts of Meta’s latest AI effort?
Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? Usually I’m able to valuate a company’s revenue stream pretty …
My wife doesn’t know how hard I work for her [shitpost]
She’s always nagging me about where our money is going and complaining about having to take out Affirm loans to pay for groceries. She doesn’t know the stress I’m under being unemployed and managing a $10k position in Wendy’s in my brokerage account. I tell ya it’s just never enough …
Bumble Deep Dive
$460M market cap company that did $284M cash flow last year, with only $300M net debt. That's a 1.5x cash flow multiple, compared to 8x for ADBE, 6.5x for LULU. The catch is their users have been dropping 5% every quarter... I did a full writeup here: [https://gregw134.substack.com/p/bumble-buyout-rumors](https://gregw134.substack.com/p/bumble-buyout-rumors)
$VWAV close a $7M strategic deal with SaverOne
VisionWave Holdings just made a deal with SaverOne! This means they now own more of SaverOne and they are working together closely on defense technology. This is awesome news for VisionWave Holdings because it makes them stronger in the area of integrated systems. It also goes well with the setups …
New in stocks advice would be appreciated…
New in stocks advice would be appreciated…
The Crowd Is Selling Wendy's Stock. Here's Why It's a Buy Instead.
https://finance.yahoo.com/markets/stocks/articles/crowd-selling-wendys-stock-heres-113200884.html
I want wagmi back
The last cycle for altcoins was very disappointing. One of the few chains that did reasonanly well was Solana, driven by the memecoin narrative. However, i believe that this stupid narrative is precisely why we didn't see gains across all the other blockchains. In my opinion, the only way to …
SpaceX Reportedly Eyes U.S. Starlink Mobile Push: All Your Phone Bills Are Belong to us!
SpaceX reportedly told investors it is looking at a Starlink mobile service for U.S. consumers, moving from “internet in the middle of nowhere” to potentially competing directly with Verizon, AT&T, and T-Mobile. This gets more interesting because SpaceX already bought EchoStar spectrum, giving it the missing piece for a direct-to-cell …