Posts
SpaceX IPO will be our first look at AI lab financials
Was just thinking about this, and SpaceX might be our first look at an AI labs' numbers since it owns xAI. Granted it's not OAI or Anthropic but should be a good baseline given Twitter's userbase using Grok. I think I might be watching that component more while the chaos …
Will SpaceX be the next Enron?
Will SpaceX be the next Enron? This is probably a little click-bait-y, but I'm curious what the real analysis shows. Reddit being Reddit seems to hate on anything Elon, so it's all doom and gloom. Reddit says the retail investors are going to be the bag holders for the institutions …
Investors are surprisingly reluctant to allocate oil/gas
Facing the largest supply shock in history, I find it very peculiar that people are reluctant to allocate to oil and gas companies. I see a common theme where people see that the price of the stock has gone up and thus the move must already be over, or close …
Still going all-in on S&P 500 with new money, or diversifying more in 2026?
Hey, i’ve been pretty simple with my contributions - every new chunk of money usually goes straight into **S&P 500 (VOO or VFIAX)** It’s worked well for me the last few years. But lately with the market near highs and some volatility, I’m starting to question if I should spread …
how i have been playing oil during the war
Trump has been really obvious with his plans with Iran. Right before the war started, there were so many military personnel; it was obvious that he would launch an air strike. That's when I bought GUSH, XLE, and a small ($1k) position on USO. Market for the past week was …
Added to PATH after the drop… but keeping expectations low
I started adding to PATH after the recent pullback. The stock has come down a lot from previous highs, and at current levels it feels like expectations have been reset quite a bit. Revenue growth is still there, but it’s clearly not the hyper-growth story it once was. I think …
We could remove most of the effect of the oil shock just look at recent history.
Oil prices went negative for the first time in history on April 20, 2020 after the pandemic. I am not saying we shut down the economy but we could absolutely come to a consensus and go back to remote work where it is applicable to the type of work. Not …
"Gifted" stock on E-Trade?
For those of you on E-Trade, have you ever had a stock mysteriously appear in your account? That happened to me when I logged on this week. One stock, of a company I never heard of, was there. Worth about $27. I wasn't charged anything for it. Why would they …
My Thesis On $WVE. RA Capital bought $54M after a 50% crash in this Ozempic Competitor.
**$WVE:** Wave Life Sciences *This is a clinical stage biotech company developing RNA-based medicines.* They developed an obesity drug (WVE-007) that showed fat loss comparable to GLP-1s like Ozempic but with *once or twice a year dosing* ***without any muscle loss.*** **Why did $WVE crash?** *Stock dropped* ***50%*** *in a …
What does this mean for Oil stocks?
If current US government plan was all along to increase their oil capacity by securing more oil from South America and we know that they have been increasing their country’s oil production for many years now. (They have aligned the two goals with great timing) They just seem to be …