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The Lounge
Talk about your daily plays, ideas and strategies that do not warrant an actual post. This is the place to request buy/sell advice from the community. Remember to keep it civil. Trade responsibly.
Does Anyone KNow what SPCX is Actually Worth?
I believe the answer is "no". It's a bit of a dark hole at the moment---a bit reminiscent of Bitcoin at its start. Irrational exuberance, or genuine value...I really don't care. I took a modest position and I'm betting on a win. Yes, it's a bet. Anyone who's honest will …
Everyone thinks Michael Burry was crazy before housing market collapse.
Obviously, I have not done a deep dive into what he did; all I know about it is just from the movie and some news articles. However, didn't everyone call him crazy? And didn't he suffer some massive losses by paying premiums at the beginning? Is he a one-trick pony? …
AVGO - When is the next catalyst and will it break 400 soon?
So the fundamentals of AVGO is very strong. In short: \- Strong earnings \- Strong demand on products \- Solid footing in AI race But after earnings Broadcom dropped hard. Although it’s maintaining 375-380 level which is a good sign. Some negatives that I have read are that Broadcom has …
Screw AI. Screw Space. Fusion Energy is the future.
Solar Powered Space Data
A year ago, Michael Burry sold everything except Estee Lauder. He also bought puts on Nvidia.
>May 19, 2025 >…He had been quite bullish on China, owning large Chinese stocks like Alibaba, Baidu, JD.Com, and PDD Holdings. But after selling these stocks, he also purchased put options on these names. Put options are similar to call options but in the opposite direction, essentially betting that a …
What do you actually do if you want more than index fund returns but no effort?
The honest answer might be "accept that you can't have both" but I'm not fully convinced. Index funds give you market returns with minimal effort. Getting above-market returns has always required either: (a) a lot of effort yourself, (b) paying someone a lot of money, or (c) taking on more …
Open AI's money fire goes on
"*OpenAI burned $3.7 billion in first quarter of 2026 \[...\]. Recent reports said OpenAI was planning to slash its AI pricing to better compete with rival Anthropic. Such a move could further hurt the company’s finances, especially given that it is yet to turn over a profit.* *The company clocked …