Posts
SpaceX could seek IPO valuation of over $1.75 trillion, Bloomberg says
Elon Musk's SpaceX is aiming to file confidentially for an initial public offering that could value the rocket and satellite company at more than $1.75 trillion, Bloomberg News reported on Friday, citing people familiar with the matter. The filing could come as soon as March, Bloomberg said, in what would …
Is DUOL the next Chegg or am I being dramatic?
Serious question before I do something stupid. I’ve been looking at Duolingo (DUOL) and can’t stop thinking. in a world where AI can already translate, correct grammar, roleplay conversations, and basically act like a free language tutor…what exactly am I paying Duolingo for? We saw what happened to Chegg once …
Leveraged long, All-in on oil, what the f#ck do I do now?
TLDR: I'm leveraged to the tits on oil shitcos, what do I do tomorrow??? As the title suggests, my question is pretty simple, for the majority of last year and all of this year, my portfolio has been leveraged long on basically nothing but oilfield services and E&P companies. So …
Is SNDK pt of $1400+ crazy?
Really going off the expected EPS and low market cap compared to micron (I know micron sells DRAM as well, but SNDK with half of MU’s market cap isn’t crazy to me). Then you’ve got the massive cash flow that’s going to continue to expand and rising ASP. Hard for …
Two more ships attacked in the Strait of Hormuz
https://shipandbunker.com/news/world/302992-two-more-ships-attacked-in-strait-of-hormuz-ukmto This is in spite of the Iranian FM saying they do not plan to shut down the Straigt of Hormuz. It seems that the IRGC are the group actually in charge right now in Iran, and the fact that they have attacked 3 tankers is an indication of both …
A Ben Graham’s Net-Net: (TSX:TVA.B)
This is more of a deep value asset play selling below working capital, with profitable earnings and reliable access to financing. The company is the leading French-speaking broadcasting company in Canada, reaching up to 80% of French speaking households. TVA Group is going through structural industry changes as their viewership …
GoodRx, a turn around opportunity. ($GDRX)
Investing involves risks, so it’s crucial to conduct your own research and consult with a financial advisor before making any investment decisions. GoodRx appears to be a potential turnaround opportunity, but patience is essential. The economic uncertainties, rising unemployment, and price inflation should logically benefit a platform like GoodRx, which …
DeepSeek trained its new AI model on banned Nvidia Blackwell chips, is the US H200 ban backfiring?
Chinese AI lab DeepSeek trained its upcoming flagship model (slated for release any day now) on Nvidia's top Blackwell chips, which the US has fully banned from exporting to China.A senior Trump admin official confirmed the chips are likely in a data center in Inner Mongolia, and DeepSeek may scrub …
Anyone want to discuss AMD for 2027/2028?
I have been running the numbers a lot for this stock and analyzing exactly what Lisa Su has been saying. Putting it simply a couple of things stand out that make this stock seem crazy, crazy underpriced right now. 1.) She said EPS of 20+ in the next 5 years. …
How people see the futures?
People on other posts saying index was down -1.5% but now is only down 0.5% . As far as I know E-Mini S&P 500 (Ticker: ES=F) is closed at 5:00 PM ET and reopens Sunday at 6:00 PM ET. So how do people see price movements between these two timestamps?