Posts
Shorting SPCX post-IPO while long QQQ?
I’m considering a short pair-trade, and I want to see if my logic holds up. Nasdaq is fast-tracking SPCX into the Nasdaq 100 later this month. The S&P 500 declined to fast-track, so it won't be in SPY anytime soon. That means any index distortion is going to be hyper-concentrated …
SPCX - Beware, institutional money is NOT buying this trash on the open market
Market-makers are aggressively propping up the quotes over and over (no longing involved) so that: 1. retail FOMOs and starts chasing (both with commons and calls); 2. to attract bears/short-sellers (because fUnDaMeNtAlS) - their liquidity is used to fuel the next legs up as always; 3. institutions who bought early …
AAIO, please help!
For all that is good in humanity, help me out of my hole today lol. This stock has been killing me. I should of sold yesterday at a slight gain but I held and am getting slaughtered like the pig that I am apparently. ​ It is currently sitting at …
Do Redditors really believe the general sentiment here will equate to reality in the market?
Considering the track record this platform has with picking good companies, specifically when it comes to companies that the platform has decided are less than ideal. Considering how much of a boner this platform had for the demise of Google to then flip and now sing hymns about the very …
Samsung Opens Guarded Fab Data to 60 Suppliers in a Push Toward Unmanned, Lights-Out Chip Plants
Samsung Electronics has launched the Data Sharing Eco Platform (DSEP), a data-sharing ecosystem that already includes over 60 semiconductor materials, parts, and equipment suppliers. This platform represents a major shift for the typically secretive company, as it opens a controlled slice of previously restricted, real-world semiconductor process data, such as …
Did any Bogleheads risk some slush fund money on the SpaceX IPO?
Hey fellow Bogleheads, Like most of you, I’m a pretty disciplined indexer: broad market ETFs, low costs, stay the course, the whole nine yards. But every once in a while I like to take a tiny slice of “stupid money” (money I’m fully prepared to lose) and roll the dice …
$DELL got a 1.4 billion dollar deal from microsoft
I don’t understand how this is not getting more attention. $DELL is trading on a dip, and they just secured a **$1.44B Microsoft licensing deal** through Dell Federal Systems. This is a major contract running through 2029, tied to Microsoft 365 licenses, subscriptions, and software support. That means multi-year government …
Do you integrate "Quality" indices and "Value" indices?
I tend to mostly use World / SPY / QQQ, but I think there are also funds like "World Quality" (eg a sub-selection of only top world companies by how they're managed, so I guess it tends to reinforce AAPL/MSFT/NVDA/etc), and "Value" companies (eg Coca/Amex/etc) Do you have opinions on …
Ideas to capitalize on the next big IPO’s?
The lead up to the SpaceX IPO was interesting to watch because Space stocks in general were rising for months in anticipation. Stocks like RKLB and RDW and ASTS and even ETF’s like NASA saw some big gains. I saw a lot of debate between people about whether the SpaceX …
BBAI undervalued AI stock
I'm sure many of us are keeping an eye on Big Ber AI shares. I think the stock is really underperforming, given the current state of AI speculation, especially regarding a company that's actually building a solid structure. BBAI is not focused on consumer's market, rather on contracting for construction, …