Posts
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks
Shares of SK Hynix jumped as much as 11% on Wednesday, lifting the South Korean chipmaker's market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks. The rally extended a blistering run that has seen SK Hynix shares skyrocket about 250% since the start of …
Tesla SpaceX Merger would be another Elon grift.
So there’s rumors of Elon considering merging SpaceX with Tesla post IPO. I wouldn’t be surprised if it happens given the inexcusable lack of performance from Tesla deliveries to a failed FSD and no existence Optimus. Elon’s goal if it isn’t obvious by now - he wants to be a …
SpaceX-Tesla merger chatter reignites as Musk pushes rocket company towards Nasdaq
As Elon Musk prepares to lead a second trillion-dollar company into the public market, a move that will likely put him in charge of two of the 10 most valuable U.S. enterprises, chatter is building that Musk’s ultimate goal is to combine the entities into one. SpaceX is expected to …
No Rate Cuts This Year
CME Group Fed Watch went from showing very high probability to rate cut later in the year especially September timeframe. Now it's completely reversed, shows no longer any probability for rate cuts even into 2027, and shows rate hikes now far more likely with high probability even to 4% again. …
Thinking of selling my meta
I have been in meta for almost a year now. And well im literally down 5 percent right now. I don’t see this changing, during last earnings call Zuck had no answer what the result of this huge capex will be. Now im sure meta will do great long term …
After spending months studying financial statements for the CPA, I built this
TLDR: Built a App that grades stocks based on key financial ratios used by Analyst here: https://intrinsics.app I’m studying for the CPA exam and noticed I was spending way too much time manually pulling financial ratios from SEC filings just to compare companies properly. One thing that kept bothering me: …
Mostly bear points + some bull stampede points
Bear points ------------------------- \*- Schiller PE for stocks generally is at 42. It was at 43 for around a year in 1999 and 2000 - the highest plateau level of expensive ever. \*- Consumer confidence/sentiment is highly political and less of a tell. However, it is a leading indicator and …
When should I sell these and do these companies have a bright future?
Hi, I bought shares in Rocket Lab and Redwire today. I feel pretty confident about Rocket Lab since it is a much more established and well-known company in the space industry, and it seems to have strong long-term potential. However, I do not know nearly as much about Redwire. It …
Everyone forgot about DELL
I havent heard that name in years. Just came across the ticker. Theyve been mooning since march and up 25% in the last 3 days. One of the strongest positions in the next AI capex cycle through end-to-end data center cooling. Recently shifted toward liquid cooling solutions. Huge cash buffer …
A Case For Brazilian Fintech Stocks
I've been looking into Brazilian Fintech stocks quite a bit. I believe they're undervalued. I've started building a position. **Nubank (NU)** I follow the fintech industry closely. My interest in this set of Brazilian companies started with Nubank. Nubank is a dominant Latin American digital banking platform. I think it's …