Posts
LUNR Position
2.96B valuation with 210m cash on hand, and two more funded launches (over and above current one in ten days), and for warrants being converted that adds 190million cash more bringing it to 400 million cash on hand. The upcoming launch will test hypothesis on being self reliant on fuel …
Four Chinese AI Startups to Watch Beyond DeepSigh
The meteoric rise of **DeepSeek**—the Chinese AI startup now challenging global giants—has stunned observers and put the spotlight on China’s AI sector. Since ChatGPT’s debut in 2022, the country’s tech ecosystem has been in relentless pursuit of homegrown alternatives, giving rise to a wave of startups and billion-dollar bets. Today, …
Jack Ma Meets with Xi Jinping
$BABA finally out of the doghouse! Chinese leader Xi Jinping hosted Alibaba co-founder Jack Ma and the country’s top tech executives in Beijing on Monday. [https://www.cnn.com/2025/02/17/tech/china-jack-ma-alibaba-meeting-hnk-intl/index.html](https://www.cnn.com/2025/02/17/tech/china-jack-ma-alibaba-meeting-hnk-intl/index.html)
Fed's Bowman: More progress on inflation is needed before further rate cuts
Federal Reserve Governor Michelle Bowman said on Monday that while monetary policy “is now in a good place,” she wants to see data reflect more progress on inflation before cutting interest rates further. “I would like to gain greater confidence that progress in lowering inflation will continue as we consider …
Puts on Dominoes
No way they delivering enough pizza to turn a good profit.
Bank of America says growth stocks are in a bubble exceeding the 'dot-com' and 'nifty fifty' eras.
Bank of America says growth stocks are in a bubble exceeding the 'dot-com' and 'nifty fifty' eras — and warns they could take the S&P 500 down 40%. Bank of America warns of a bubble in US growth stocks echoing the "Nifty Fifty" and "dot-com" eras. * Concentration in US …
Goldman says AI could be a $200 billion game-changer for China markets
Chinese stocks appear to be emerging from their post-pandemic slumber thanks to an AI game-changer that could help lure in $200 billion of investor money this year. That’s according to Goldman Sachs strategists, who on Monday bumped their target on China’s CSI 300 index, up 0.3% so far this year, …
BlackBerry: A Legacy Stock That’s Going To Get Re-Rated And Run
BlackBerry is not a dead brand. It’s not a failed smartphone company. It’s not just another stock that spikes when retail traders pile in and then disappears. It is a deeply entrenched, high-margin infrastructure software business that has gone completely unnoticed in the AI-driven rally. While every software stock remotely …
Tech execs say DeepSeek ramps up China-U.S. competition but won’t hurt OpenAI
The technological advances that Chinese artificial intelligence lab DeepSeek have displayed show the game is on when it comes to U.S.-Sino competition on AI, top tech executives told CNBC. In a series of interviews at France’s Artificial Intelligence Action Summit, leaders of several major tech companies told CNBC that the …