Posts
IMUX TLDR Anyone watching it?
Wondering if anyone out there is holding it, it just had a reverse 10to1 and made a lot of leadership changes to go from r&d to commercialization by eoy for their multiple sclerosis medication as their phase 3 comes to an end. Also saw a few big opens by hedge …
How can I protect my parents retirement accounts from the SpaceX IPO?
Hey y’all I am looking for guidance / strategy on how I can protect my parents retirement accounts from the SpaceX IPO coming next month. From my understanding US index funds will be buying the SpaceX stock which my parents will have no control over (will talk it over with …
Contrarian allocation: highest-P/E US large caps as a basket
Ok so I've been chewing on this for a few weeks and I can't find a good reason not to do it, which usually means I'm missing something obvious. Idea: take the 20 US large caps with the highest trailing P/E. Equal weight, approx $500 each ($10k total). Automatically rebalance …
How much bad luck can one person have...
I'm on the cusp of giving up investing for good and just using a Cash ISA as I can't handle losing money anymore. Even in this ludicrous bull market I'm haemorrhaging money. I started back in late 2019 after talking to a friend who was having a play in the …
NASA ETF now owns 10% Stake in CPS Technologies after record fund inflows this month. What will happen when SpaceX hype fades and fund outflows increase?
I’ve built up a decent-sized chunk of the NASA ETF and lately I’ve been going back and forth on whether to scale back part of it ahead of the SpaceX listing. Would love to hear how the rest of you are thinking about positioning here. NASA saw most of its …
Are there any pro investment arguments for Spacex
Patrik has explained it very well why spacex and companies related to musk are a mess [https://www.youtube.com/watch?v=IHD8BDFYyGI](https://www.youtube.com/watch?v=IHD8BDFYyGI) But given that nasdaq has bent its rules for spacex and for the likes of anthropic, openai etc. I was wondering are there any bullish arguments for Spacex? Sure nothing comes close to …
Worried about market sentiment
I frequently see posts on Reddit and elsewhere about individuals encouraging others to use leverage to trade, or make other reckless decisions as they can "easily" generate 10-15% in the market. Having been investing for nearly 20 years I can safely stare that this is completely erroneous, and I feel …
Heads up: The DOL is trying to make it easier to push Private Equity into 401ks. Comment deadline is June 1st.
I haven't seen anyone talking about this here yet, but the Department of Labor has a proposed rule out right now (Docket EBSA-2026-0166-0001) that basically gives 401k plan managers a legal "safe harbor" shield if they choose to dump private equity or private credit into target date funds and default …
AI massive industrial revolution or massive bubble?
A statistic (from Harvard) that is concerning me is that 4% of Americas GDP is 'digital services' but consists 92% of American GDP growth. Basically US growth is stagnate apart from AI, and that looks more like a massive Ponzi scheme at the moment. Looking at my portfolio breakdown, I …
CRWV feels like one of the purest AI infrastructure bets now, but is the runway already priced in?
CoreWeave is one of those stocks where the thesis is easy to understand but hard to value. AI demand is exploding. Companies need compute. GPUs are scarce. Cloud capacity is becoming a strategic asset. That makes $CRWV feel like a direct AI infrastructure play rather than another vague “AI software” …