Posts
SpaceX IPO who is in for the ride?
**Segment Revenue** Residential Starlink $50B Enterprise / aviation / maritime $30B Direct-to-device $15B Government / defense $30B Launch $15B Starship-created markets $10B Total $150B Here’s my trusted friend ChatGPT gave me. With this estimate, I can’t see how anybody justify the rumored 1.74 trillion IPO. I also see Starlink has …
I used to think gold was old-fashioned until I saw the prices keep rising
A few years ago I thought investing in gold was something only parents and grandparents obsessed over. Now every time I see the price chart, I understand why people treated it so seriously. The weird part is that even though prices are extremely high, people still keep buying it for …
Let's dissect MU stock risks
There has been explosive number of posts, comments, coverage, and articles on the memory sector. Using real numbers and sources, I want to dissect and chime in on trending topics including: 1) Capex concern 2) cyclical nature of semi sectors 3) AI bubble **1) CAPEX concern- with brief recap on …
Inflation is surging yet the market is at all-time highs
Inflation has picked up significantly yet the market continues to hit all time highs. A really strong earnings season is a huge reason why. Nearly 95% of S&P companies have beaten their earnings and year over year eps growth is \~15%. Guidance is also pretty positive among large caps in …
With Warsh confirmed as the Federal Reserve Chairman, what should I be aware of when investing in gold?
[Senate confirms Trump pick Warsh as chairman of the Federal Reserve, following Powell](https://apnews.com/article/fed-warsh-senate-confirmation-b665712fa5d40d3fcea53d80d0a79c64) I woke up this morning to a news report: Warsh has been confirmed as the new Chairman of the Federal Reserve. To be honest, this result wasn't entirely unexpected, but it still gave me a slight jolt. …
Looking on feedback on how do people generally trim down their portfolio?
So like many folks here and other places lately, the massive run has in the market has created phenomenal run. I do want to sell some portion of portfolio and have cash on the side - I am okay to miss out on future gains. One basic strategy is to …
Let’s turn 1k to 100k by the end of the year
Just want to see some average joe’s get a win and interested how people would go about doing it. Realize you could lose the 1k but it’s not money I’m afraid to lose. Just curious if we could get a group to follow trades together and teach others how to …
Finding a risk-adjusted discount rate for a sole proprietorship
I am working on a project where I need to calculate a risk-adjusted discount rate for a sole proprietorship. This individual does consulting engagements and makes a high six-figure revenue on an annual basis. My first instinct was to use the modified CAPM and get a size premium. Does that …
Trump Secures China Agreement on Semiconductor Trade
The United States and China have reached an agreement to partially ease restrictions on semiconductor trade, marking a shift in one of the most contentious areas of recent economic tensions. The deal introduces a structured licensing regime that will allow Nvidia and other U.S. chipmakers to resume limited exports of …
$HMR: Uber of Ships. 373% growth, zero debt - Cash nearly majority of mcap! CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
I’ve been doing deep research on HMR, Heidmar Maritime Holdings, and the more I dig, the more I can’t find a red flag that hasn’t already been addressed. So I’m posting this publicly. If you find one I haven’t covered, drop it below. I want to be challenged. \## The …