Posts
Discord IPO opinions
"Discord JUST filed for IPO - they're betting on a $15B+ valuation 🤯 Here’s what we know so far: → 200M+ monthly active users → Valued at $15B in its last funding round (2021) → $600M+ in annual revenue (estimated) → $500M raised in their last funding round Discord started …
Anthropic : $350B Valuation, $26B Revenue, Healthcare and Cowork Launch, Mag7 38.5% Stake and upcoming IPO
**New Product Launches** Claude for Healthcare: Suite of tools that integrates with medical databases for clinical workflows. Cowork: Autonomous desktop agent for Claude Max on macOS that can independently manage local files, organize folders and create spreadsheets from screenshots. Currently research preview. **$350B Valuation and 38.5% Mag7 Stake** Anthropic is …
Massivve potential for firefly this year
After spending some time drafting this as a comment to a wsb post, i thought Id share my opinion more publicly to you guys. I would like to show and share my appreciation for firefly here, the currently hated and priced for failure rocketlab alternative. if you look at reaaons …
Thoughts about AFK
I was just thinking about how different countries go, how jobs are moved to countries with cheap labor. Africa is growing. Then I checked AFK and it to grew almost as t 74% last year. I think that's one of the last few places left to find cheap labor (China …
History of US equities, t-bills, treasuries, gold, and international returns
In a recent thread on r/ETFs, I mentioned that I would provide data to break down the performance of US stocks vs. international (and other asset classes) from Testfolio. In brief, US stock markets have performed better under Democratic presidents than under Republican presidents, both on a nominal and an …
Added to an “Investors Group” on Whatsapp
Hey so I was on tiktok watching educational videos about the stock market; I hadnt commented or liked any of the videos. I got a notification on whatsapp about being added to a group with a bunch of investors, it had a link that directed to a different group that …
Added to an “Investors Group” on Whatsapp
Hey so I was on tiktok watching educational videos about the stock market; I hadnt commented or liked any of the videos. I got a notification on whatsapp about being added to a group with a bunch of investors, it had a link that directed to a different group that …
Why does the market seem so confident rate cuts are coming soon?
I keep seeing the idea that rate cuts will eventually make current valuations look reasonable, but I have a hard time understanding why the market seems so confident about the timing. Inflation has come down from the peak, but core inflation still feels sticky, fiscal deficits are large, and the …
P/E Ratio of 500+
So I just learned that Celsius is a publicly traded company, it's largest shareholders being Blackrock, Vanguard, PepsiCo, etc, so I wanted to see how its performed the last few years. I haven't seen a large company with a P/E ratio over like 150 so I was surprised to see …
Ads now in ChatGPT (Google, Meta affected?)
With openAI announcing they’re about to start shoving ads into chatgpt there’s gonna be some takes about it being the end of Googles ad business or metas ad revenue, so let’s just sense check that with some numbers. Chat GPT is definitely a consumer juggernaut, at last count has something …