Posts
What would SpaceX have to earn to justify $1.5T?
I’m trying to wrap my head around SpaceX as an eventual public company. The company is obviously viable, so this isn’t really a “is SpaceX good?” question ut’s more: if it came public around $1T–$1.5T, what would the actual earnings power need to look like? Starlink seems like the main …
Understanding terminology
I own 10 shares of AMD and bought them through ally.com as part of my investing account. I don't know if this is a quirk of ally or just how all interfaces work, but you can see in this screenshot: https://ibb.co/wZC5Rfhx It shows a last price (I understand that) with …
I analyzed every congressional disclosure for $SNOW since Feb 2025, buying on disclosure day returned +37% median, 100% win rate across 8 trades
Ran an analysis on congressional trading disclosures for SNOW. If you bought on the day the trade became public and sold 90 days later, across 8 trades since Feb 2025: * Median return: +37% * vs SPY: +32% * Win rate: 100% Last disclosed buy: June 2025 This is post-disclosure, …
Investment distributions question
Hi, I’m curious how fast money grows depending on how it’s distributed. $150k in one investment account. Or $50k in Roth, individual, 401k respectively? Or does it make any difference? Because of compound interest, my assumption is to have all in 1 account. Just looking for a general idea which …
Is buying Aramco a good thought now ?
Aramco shares have been losing value since their peak at 2022 . Aramco's situation is complex since while petrol price might rise , the straight of Hormuz was Aramco's biggest exporting door and Aramco's is in physical danger if the war in Iran continues . I am unsure how a …
AMD officially a bubble, analysts say
According to analysts, AMD and chip stock holders are in danger of wiping out half of their holdings and should sell. I've been buying puts and it printed. Rolling them out to June. These analysts are the same ones you listened to when they said hold. Now they say panic …
401k Target Dates Question
I was looking at my 401k and it has some projections and is projecting a decent amount higher in monthly income if I invest more conservatively. I still have at least 24 years before I retire, would it be bad to change my investment to a target date like 2025, …
Wall Street thought Ozempic would kill the gym industry. Planet Fitness just signed a deal with the company that prescribes it.
Wall Street panicked in late 2023 that GLP-1 drugs would empty gyms. Planet Fitness added 1.1M net new members in 2025, grew revenue 12.1% to $1.3B, and signed a Perks partnership with Ro (Serena Williams's GLP-1 prescriber). Life Time grew revenue 14.3% to $2.995B and tripled its in-club Miora clinics, …
Is the stock market becoming more & more volatile?
Has the stock market become way more volatile lately, or am I just noticing it more now? VOO seems to swing ±2% almost daily sometimes, which feels unusual compared to how stable index funds used to seem. I’m used to seeing that kind of volatility in crypto, but not in …
I built a daily AI news classifier to see whether journalism framing predicts short-term market moves.
I'm retired and have been writing software since the early 80s. A few months ago I got curious about whether AI-sector financial news has any predictive structure beyond simple bullish/bearish sentiment. Not sentiment in the usual sense exactly more like what kind of story journalists are collectively telling. Earnings story, …