Posts
Trying to make sense of SpaceX's valuation based on other company valuations
SpaceX gets their revenue from Starlink (61%), space launches (21%), and xAI (17%) At a $1.75 trillion valuation, that's saying Starlink is a $1.1 trillion business, space is $0.4 trillion, and xAI is $0.3 trillion The Starlink valuation is ridiculous: T-Mobile, Verizon, and AT&T are all at $0.2 trillion. Comcast …
Just noticed SpaceX is officially on Yahoo Finance
I would like to post an image but it won’t allow me on mobile. Somehow it already has a price target of 140 and it is classified as aerospace and defense. Though I feel like it should be like rocket lab. Though are you guys buying it IPO or no. …
Korean chip giant SK hynix could list in US as soon as August: Report
https://www.tribuneindia.com/news/ai-boom/korean-chip-giant-sk-hynix-could-list-in-us-as-soon-as-august-report **From article** >The company had confidentially filed for a US listing in March. The company said it plans to list in 2026, riding on the AI boom as shares linked to AI and semiconductor companies soar to record highs. SK hynix is a dominant player in the critical high-bandwidth …
Anyone else incredibly impressed by Claude Fable? Seems bullish for semis.
For instance, I asked it a question about a chess position, and rather than hallucinate and guess, like prior models would have, it went out and downloaded a chess solver called stockfish, installed it onto its operating system (I'm sure that's not the right terminology but you get the point), …
The cancellation of Iran attack changes nothing about the underlying reason for the current sell off.
I'm seeing euphoric posts abound as we got a spike on that reversal of decision, but I think people forgot we were in a sell off prior to this and those reasons didn't change because of this. Everything is exactly as it was. It just didn't get ***worse.*** We rose …
Space X Vs Microsoft valuation lol
Just absolutely hilarious comparing these two tech companies right now hahaha. Microsoft 2025: \~$290B revneue \~$100B net income Currently at \~$2.9T market ap SpaceX 2025: \~$19B revenue >income reportedly negative (-4b?? Lelz) Currently at \~$1.7T market cap (what is that 35% ISH less than msft?) This isn't comparing space X …
CME Announces Plans to Offer 24/7 WTI Oil and Gold Contracts
> The Chicago Mercantile Group announced plans to offer 24-hour, seven-days-a-week trading in new, smaller crude oil futures and its existing gold contract, the exchange said Thursday. > The new oil-linked contract, set to be one-tenth the size of the existing Micro WTI futures contract, will debut Aug. 30, according …
List of most promising stocks to hold over the coming 6-12 months?
I'm relatively new to trading and investing. Most of my money is in VOO for the long-term, but I have around 20k that I'd like to invest in stocks expected to go up this year. **I'm not asking you to suggest specific stocks.** Rather, I'm wondering if there is some …
SPCX allocation ... is it too easy
I am only willing to use a small portion of my portfolio on the IPO, so I put in a request for 400 shares. That is the most I am willing to put into SpaceX. Since the news outlets were saying it was oversubscribed, I honestly would have been happier …