Posts
what is going on??? AVGO just dumped double digits after record earnings
i am literally staring at the market right now so confused because AVGO just printed a record 22.2B quarter with 10.8B in AI sales and guided 29.4B next quarter but the reaction is a massive double digit drop?? network and switch orders happen first so early silicon like MRVL and …
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
I am ok with MSFT, AMZN, GOOGL in the VOO index. I am less ok with Tesla (380 P/E) I am not ok with all the new AI companies. Because these are not valued fairly. And I cannot convince myself that SpaceX will have revenue 1.7T. There is just not …
What things are SpaceX revenues projected to come from to reach their valuation?
Of their $11.4 Billion 2025 revenue: 61% - Starlink 22% - Rockets & Launches 17% - AI 5 Year Bull Case: Starlink already controls 90% of the satellite market. Maybe double the size of the market and capture some of the terrestrial consumer base. Not much room for explosive growth. …
What happens if you adjust the stock market for ALL the money printed by the Top 10 economies?
We all know the stock market has been on an absolute tear over the last two decades. But how much of that is actual, productive company growth, and how much is just central banks firing up the money printers worldwide? If we treat the total expansion of the global money …
Isn't Netflix's bid higher than paramount for the assets being procured?
Please help me if my understanding is correct: Paramount has agreed to a $31 per share buyout for all of Warner Brothers, but Netflix is only offering $27 per share. I feel such newspaper headlines are misleading because it's not an apple's to apple's comparison. Now, Netflix is only interested …
NU Holdings (NU)----classic buy and hold
Welcoming input on NU. I've never delved into bank stocks. NU's no-brick-and-mortar approach is super low-cost. Their business model focuses on young customers---a group that's growing every day. Revenues are growing. Profits are growing. They are wildly profitable in Brazil and have already achieved profitability in Columbia and Mexico. They've …
What are we thinking about on Trump Accounts
I’m personally very excited as it will be good for the younger generation to get a head start for retirement. some quick details is that it will be on a us brokerage I that I can’t remember, US equities only. also if you were born very recently like 3 years …
SpaceX IPO Info-hunting.
One thing I haven't seen a lot of talk on is Page 71, 'Dilutions' in the SpaceX Prospectus. When I first read that less than 5% of shares were open to the public ( joe shmoe trader), i was confused at why people were saying new investors would be left …
Space companies - The real underdogs
I am pretty new to the investment world and have been trying to understand the US markets for sometime being an Indian. I have a pretty strong thesis on why space will pick up trends just like AI. Just want to hear opinions from the seasoned investors of this sub. …
Trump to meet AI leaders to discuss US investment in their companies
US President Donald Trump is planning to meet the bosses of some of the country's most notable artificial intelligence (AI) companies to discuss the government taking a financial stake in their future. Speaking on Air Force One, Trump said the goal of the US government investing in AI companies was …