Posts
Current state of private basket tickers
|Ticker|Last Reported NAV|Estimated NAV|Last Close|Multiplier to Est. NAV|Fund Heavyweights|ATH|Notes| |:-|:-|:-|:-|:-|:-|:-|:-| |**DXYZ**|$24.56|$39 [\[1\]](https://www.reddit.com/r/VCX_Fundrise/comments/1umgdqg/updated_dxyz_nav_estimate/)|$24.00|0.62|Anthropic, OpenAI, SpaceX|$105|18.1% Anthropic. Updated NAV presented in the link. I have taken a long position recently.| |**VCX**|$18.97|$25.00|$78.00|3.12|Anthropic, OpenAI, Databricks, Anduril, SpaceX|$575|16.5% Anthropic. NAV updates due to Anthropic/Anduril. 85% float is locked up. Unlocks on Sept 15th; I hold …
Can American Express lift a battered travel stock?
Everyone who follows $TRIP is focused on the $700M sale of TheFork. I think the bigger story is what happens next. Tripadvisor CEO Matt Goldberg:said: “I’m confident that we’ve found an ideal home for them and look forward to expanding our relationship with American Express in the future.” Amex CEO …
Meituan just trained a 1.6 trillion parameter model on 50,000 domestic chips. I think I have had it in the wrong bucket.
I have held Meituan for a bit over two years now, mostly accumulated around the 110 to 130 HKD range during the various panics in 2023. It is roughly a quarter of my portfolio, which I mention only so you know I am not casual about this. In my head …
Which satellite stock is currently the most worth watching?
After RKLB announced plans to acquire IRDM in an approximately 8 billion dollar cash and stock deal, which satellite stock is currently the most worth watching? The satellite and telecom equipment sector is increasingly attracting attention from space companies because it combines three critical elements: satellite constellations, licensed spectrum, and …
What should I do next?
Hello everyone, below is my current standing and I am looking at any investing advice and how to move forward. I (M26) make around $5,000 a month. I currently send $1,700 a month of it into a high yield savings account which is currently at $57,000. I also have a …
Everyone's buying AI chips. This boring grid contractor is now posting 700+ new jobs a month to build the power for them.
I've been trying to find AI plays that aren't the same five chip names everyone already owns, and Quanta Services (PWR) keeps coming up. They don't make chips or models. They build the actual electrical infrastructure, the substations, transmission lines, and grid connections that data centers need to turn on. …
Start buying good stocks and hold them
Government genius act, stable coin and strong dollar policy. They are going to do silent tax on the people! Do the following for your sake. Go buy either: 1. Real estate company 2. Gold (SPDR) 3. Quality stocks with pricing power A simple explanation for those wondering what is pricing …
Will AMD hit 1T in 2026
Advanced Micro Devices (AMD) experienced a notable pullback during the regular trading session, reflecting broader volatility or specific profit-taking in the semiconductor sector. On Thursday the stock closed down over 4%, though it showed minor signs of stabilization in extended-hours trading. AMD's current market stance is a classic story of …
Which stocks would you buy if the Nasdaq dropped 25%?
Imagine that inflation accelerates, forcing the FOMC to hike rates, or that the government decides to launch a full-scale invasion of Iran after regrouping its troops. This post isn't about oil or defense stocks; instead, I want to ask which great companies you would buy if the market falls \~25% …