Posts
Could SpaceX "catch-up" to its own valuation if it raises enough capital from the IPO?
Seems like there is a consensus that SpaceX is overvalued. But if it issues the shares, at an insane valuation, and uses that cash to fund its own research, could it get a good ROI on that investment? I'm probably gonna put around 3% of my portfolio into them just …
sodium ion batteries and byd and CATL
i have been doing a lot of research in this idea. Right now i do not think there will be a war in Tawain, as anyone in supply chain or business knows china has been threatening that for the last ten years. I think China did see how well Russia …
NEXT vs VG, Which is Better Long Term?
Which of these liquid natural gas companies do you think will experience more growth in the long term? Besides nuclear energy, I think LNG could be a huge market in the upcoming years. Both of these companies are positioned to do well. That said, NEXT is still not producing anything …
CPI today. Are you holding semi stocks?
I have been looking the market all the week. Last week’s payroll numbers basically killed the recession narrative. The U.S. economy is still running stronger than expected, unemployment remains low, and now the focus shifts back to inflation. If CPI comes in hot, I think the market will have to …
Birkenstock (BIRK): premium brand or just a strong post IPO consumer cycle?
On a recent trip to Croatia, Birkenstocks seemed to be everywhere. That’s obviously not an investment thesis on its own, but it did motivate me to take a closer look at the company. A few things stand out to me. The brand appears stronger than ever. Customers routinely pay $120 …
photonics selloff is not warranted?
Semianalysis wrote how 800V DC and photonics are getting pushed back few years but it doesn't look like it's true. Switches (spectrum) are already being delivered (https://www.taipeitimes.com/News/biz/archives/2026/06/04/2003858481) and performance improvements are insane https://macroplane.com/blog/co-packaged-optics. every hyperscaler and neocloud needs optics to interconnect for multi-node training or serving large models. If you …
My buy for the SpaceX IPO: Low-float ETF multiplied ARM
Elon obviously wants to get into the N100 fast as possible, will sell 30% to retail who are likely to hold for a long time, and has a float of about 4-% (555.6 million shares). It will be subject to a 3x multiplier for APs who want to buy it …
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
Apple Foundation Model (AFM) Cloud Model will run on Nvidia Blackwell B200 GPUs hosted inside Google Cloud. ------ 9 June 2026: **Apple partnering with Google and Nvidia for most advanced AI model** https://www.cnbc.com/2026/06/08/apple-google-nvidia-ai-chips.html Apple AI executive Amar Subramanya at World Wide Developers Conference (WWDC): "We work with both Google and …
Journaling (software)
Hi all, I've been recording my trades in an excel spreadsheet that I created and, by and large, it's been ok for me. However, I'm aware that there are some online products that might make things easier, plus also give me additional insights. So far, I've found the following: * …
r/Stocks Daily Discussion Wednesday - Jun 10, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …