Posts
Market Cap by 2030 for AI infra playes ??
Every article I read nowdays state that AI infrastructure demand is very strong and is going to continue until 2030. There are also articles around Physical AI, still in fancy stage, and that will enter mainstream somewhere in 2028-2029 ad peak until 2035. I feel stocks like NVDA, MU, SNDK, …
When to short SpaceX? Wait a while but it will probably plummet
My guess very far away around 2028. Goldman projects 322 billion in AI revenue by 2030, blah blah it’s not going to happen. Grok is a pile of shit that says Elon can drink piss better than any human in history (it actually said that). Why am I posting? SpaceX …
How can I find the actual retail vs. institutional share allocation percentage for a completed IPO?
When a company goes public, the split between the institutional tranche and the retail tranche is often discussed in generalities (e.g., the standard 90/10 rule of thumb). However, the actual breakdown can vary significantly from deal to deal, especially for highly anticipated or tech-focused IPOs where fintech apps or retail-focused …
With the war finally ending tomorrow, what are you looking to invest in?
Currently looking at investing into the safe segments of crypto and more SPCX due to support from the Trump administration. With micron earnings coming up on the 24th, it looks like that's going to moonshot as well. What's your play when the war finally ends tomorrow?
Tech is selling off, PPI came in hot. I’m starting to look at prediction markets instead of the stock.
I’m not trying to make a dramatic crash call. I’m just having a hard time reconciling the setup. Tech has been under pressure, inflation data isn’t helping the rate-cut case, and geopolitical risk is still hanging around. Normally that’s the kind of backdrop where I’d expect people to get at …
Odds on Warsh/Fed meeting is the primary reason for Trump to sign the Iran agreement this weekend
Title. Listened to macro/econ podcasts on how vulnerable we are on the inflation / bond market front and Warsh about to lose the disinflation narrative with the Fed governors on cutting rates. Iran agreement gets at least a rates hold now and we can look for a cut later this …
Just funded my first account!
30 years old and finally saved up 25,000 to begin investing for retirement. I read the intelligent investor, 50 years of Berkshire letters to investors as well as a lot of YouTube content. I am thinking for my first investment, either Space X, or even money on the dodgers to …
Bitcoin Act = Expansion of Money Supply and Dedollarization by the U.S Itself
The U.S. BITCOIN Act (Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide Act) is a legislative proposal designed to establish a federal Strategic Bitcoin Reserve. It directs the U.S. Treasury to acquire 1 million Bitcoin over a five-year period to create a non-inflationary national asset. The intent is to …
Bitcoin Act = Expansion of Money Supy and Dedollarization by the U.S Itself
The U.S. BITCOIN Act (Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide Act) is a legislative proposal designed to establish a federal Strategic Bitcoin Reserve. It directs the U.S. Treasury to acquire 1 million Bitcoin over a five-year period to create a non-inflationary national asset. The intent is to …