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Daily General Discussion and Advice Thread - June 11, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
$STRL might be the cleanest way to own the data center buildout
Everyone's been chasing the AI bottleneck down the stack, GPUs, then power, then memory, then optical. The one trade that quietly ranked top-three every single year is the boring one nobody posts about: data center construction. Sterling Infrastructure ($STRL) is the closest thing to a pure-play on the part of …
What is the strongest investment thesis that you completely disagree with?
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Stress-testing AI inference profitability
I built a small simulator to stress-test the unit economics of AI inference. The question I wanted to isolate is simple: under what assumptions does frontier AI inference become profitable enough to justify the current capex cycle? My current read is that AI inference can become very profitable, but not …
Anyone invested into Republic rSpax for SpaceX exposure?
Anyone here invested in the rSpax vehicle from republic? I remember seeing the rSpax offering a few months ago and passing it by thinking the structure was too complex. Just curious to hear from someone who invested and what you're expecting with IPO coming.
$ELF: My High-Conviction “Value + Growth” Setup Outside the Usual Crowded Trades
Investors remain concentrated in the same crowded themes such as AI, mega-cap technology, and space. While many of the businesses in these categories are exceptional and have potential, their popularity has driven valuations to elevated levels, with many now appearing overvalued. Meanwhile, I think one of the most interesting setups …
Elon floating 5% of SpaceX is really mockery of retail 🤣
I can imagine Elon laughing at the stupidity of retail scrambling to buy 5% of SpaceX .. just like how a man throws leftover scraps to stray dogs 🤣🤣 Meanwhile his buddies will parachute from the falling rocket and hand over their bags to his stans This is peak Comedy …
Pulled the trigger on FSEG today. I hope this fund does well.
It’s a small cap growth fund. Looks like it started in April. I figure this was a little safer than choosing stocks because I really don’t know how to read the financial reports and I don’t really know how to read all the information that is presented about stocks and …
Very likely the bloodbath in the market today is because of SPACEX!
I am kind of thinking the bloodbath we saw today in the market is because of SpaceX IPO. I doubt the war between Iran vs the US/Israel allies has impact though not entirely. But the SpaceX IPO to me, is the elephant in the room. Folks might be gearing up …
thoughts on convergence trade for SpaceX IPO?
I have access to 50 shares at $135 price point for IPO. Current Hyperliquid price \~$160. I'm thinking short hyperliquid for 50 shares to capture the $25 price difference for 50 shares. Thoughts, am I missing anything here? Seems like guaranteed money so I'm probably missing something. [](https://www.reddit.com/submit/?source_id=t3_1u2idz8&composer_entry=crosspost_prompt)