Posts
can someone explain what happened friday because that was insane
okay so i've been following the markets for a while and friday genuinely caught me off guard. s&p down 2.6%, nasdaq down over 4% in a single day. haven't seen that since the tariff chaos last year. from what i understand the jobs report came in way too strong which …
Will OpenAI, Google, xAI (Grok), Anthropic, and Perplexity collaborate secretly on pricing?
Most of these companies will likely have access to almost "infinite" amounts of capital soon thanks to IPO, especially if the AI bubble turns out to be real. ​ What are your thoughts on pricing competition between these companies and will it cause lower margins and profitability issues ? Do …
What's your limit for MSFT?
I bought in to MSFT at $409 and I'm averaging down with the current dip. I'm holding for at least three years because the most optimistic forecasts are around $800 and the worst bear cases see a drop down to $350ish. I'm going to keep buying but haven't decided on …
Data centers need power. Power systems need transmission.
Transmission needs copper. The further back you trace the chain, the less attention the companies receive. The largest names in the sector already have analyst coverage everywhere. Then there are explorers still running surveys and defining drill targets. Different levels of risk. Different timelines. Same supply chain.
What’s the point of me working my ass off for a couple hundred thousand a year when this guy is a trillionaire? Idc if it’s paper money. It’s insane.
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On SpaceX's controlled lock-up periods and how it will affect price?
Thoughts on SpaceX's controlled lock-up periods and how it will affect price? With most stock, when the lock-up period ends, the stock price goes down. However, with their tiered lock-up release, wondering how others feel this will impact the selling price? Do you think it will go down significantly?
How can this be different than the dot com bubble
People are saying that today's companies are highly profitable but they literally aren't. Spacex and all of those other meme space companies like ASTS and RKLB don't make one dollar in profits. Everything is just driven by memes, vibes, and hype. OpenAI doesn't make any money. Tons of meme AI …
Could the upcoming mega-IPOs create temporary selling pressure on the broader market?
Could the upcoming mega IPOs create temporary selling pressure on the broader market? I’m curious what everyone’s thoughts are on the potential impact of the upcoming IPO wave, particularly SpaceX, OpenAI and Anthropic. SpaceX has already completed what is being described as the largest IPO in history, while OpenAI and …
SpaceX is going public soon. Are you buying?
Genuinely curious where everyone stands on this. On one hand, it’s SpaceX. A lot of people have wanted to invest in it for years. On the other hand, whenever something this anticipated finally becomes available to retail investors, I always wonder how much of the excitement is already priced in. …
this might be one of the few IPOs where the company isn't the only story
a public debut. the world's first paper trillionaire. retail order books measured in tens of billions. late-night shows talking about it. financial media treating it like a market event rather than a company event. feels like we're watching a stock listing, a cultural event and a liquidity event all happening …