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Daily Discussion Thread for June 16, 2026
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ZEPP / Amazfit: tiny China wearable stock, below book, possible Garmin-lite turnaround, probably stupid but interesting
**TL;DR** ZEPP / Amazfit might be a hated wearable turnaround trading around 0.4x book because people still think it is cheap Chinese fitness-band trash. Product sentiment has improved. Revenue is growing. Brand is trying to become Garmin-lite for the HYROX/running/fitness crowd. But they still lose money, the balance sheet is …
China economy weakens further in May as retail sales post first drop in over three years
Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. China’s urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. Manufacturing fixed-asset investment contracted for the first time since December 2020. Industrial output was the lone bright spot, rebounding …
OpenAI spending hit $34bn last year ahead of planned IPO
Shorting SpaceX Tomorrow: Blue Origin Blew Up Its Own Rocket To Pump SpaceX
I’m shorting SpaceX tomorrow because everyone is looking at this backwards. My theory is simple: Blue Origin secretly has massive SpaceX exposure through funds, banks, private vehicles, billionaire nonsense, or some other rich-person plumbing that regular people are not allowed to understand. So Blue Origin sacrifices one rocket. The rocket …
Bank of Japan 25bp rate hike to 1%, as widely expected
Spacex Swiss Cheese
I’ve been watching the SpaceX IPO debate here on Reddit and news. I hear the concerns. Everyone is arguing about whether SpaceX is overvalued or whether Elon is a genius. That’s not what I’m interested in. In cybersecurity, we use the Swiss Cheese Model. A single gap usually doesn’t cause …
SpaceX, $SPCX, is now trading above $220/share in overnight trading
This makes Space worth nearly $2.9 TRILLION, less than $100 billion away from surpassing Microsoft. ​ This also puts SpaceX up +63% from its IPO price of $135/share. ​ Furthermore, the combined market cap of both SpaceX and Tesla is now at a record $4.4 trillion. ​ That’s bigger than …