reddit.com
Subsites
Posts
Tracking Data and Thesis for ADBE/CRM/NOW?
The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not. For those who own ADBE/NOW/CRM, how do you track new data that comes out on these companies? How and where do you manage your thesis …
Just a question about Kroger's multiple and future goals
I worked at Kroger when I was in high-school and it was one of the first stocks I purchased. I've never sold and now consider it a good defensive stock to moderate risk in my portfolio. It's a position I regularly contribute to. My questions are: 1. Why do Costco …
SpaceX buying T-Mobile would be peak Elon
https://preview.redd.it/xz1goemlpn9h1.png?width=2128&format=png&auto=webp&s=3ff6251ffe06bc7d8255a4de59aab12d353fcc4f Source - [https://wccftech.com/spacex-might-have-to-acquire-t-mobile-for-as-much-as-320-billion-to-break-the-carrier-led-chokehold-over-terrestrial-spectrum/](https://wccftech.com/spacex-might-have-to-acquire-t-mobile-for-as-much-as-320-billion-to-break-the-carrier-led-chokehold-over-terrestrial-spectrum/)
Sntx just dropped a pr
Here’s the link to sntx latest pr. If y’all are not aware of this stock yet then here’s your chance. Do your own dd. With all of the business acquisitions and everything going on right now with this stock, I believe it’s going to moonshot within the next two years …
How Millions of Americans Got Tricked Into Using a Bank That Isn't a Bank
GTA6s AI blackboard system is going to have a vast impact on the AI bubble by starting a conversation on what LLMs really are for the masses
I wrote some of this in another post about the general discussion and now will add more on how it will effect the market and take two (plus why I have so many shares) People that have been following tech have already known about GTAs new NPC system that lets …
WEN Legit DD: A 10x P/E Value Play Sitting on a Massive Powder Keg
WEN is actually a cash generating business and it has great future potential. The price today at $7.xx at 1.4B valuation is actually very cheap today. If you even have the slightest belief the new executives could make a turnaround in the near future, any catalyst in the positive EXCLUDING …
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 …