Posts
Will OpenAI, Google, xAI (Grok), Anthropic, and Perplexity collaborate secretly on pricing for their models ?
Most of these companies will likely have access to almost "infinite" amounts of capital soon thanks to IPO, especially if the AI bubble turns out to be real. ​ What are your thoughts on pricing competition between these companies and will it cause lower margins and profitability issues ? Do …
DXYZ on sale below projected NAV!!
Last NAV is $24.56 per [https://www.sec.gov/Archives/edgar/data/1843974/000157587226000288/dxyz100\_424b3.htm](https://www.sec.gov/Archives/edgar/data/1843974/000157587226000288/dxyz100_424b3.htm) 18% is Anthropic which adds $6.60 for the latest funding round. Space IPO is basically almost double the 1.25 Trillion valuation. That is another $2 at the current price to the NAV (9.6% of the reported holdings). They also raised cash through ATM at …
SpaceX allocations were kept small on purpose obviously
those lowball SpaceX allocations were very intentional... If a lot of people got a meaningful amount of shares (2,000 shares at $135) and the stock goes $165, that is a $60,000 unrealized gain right there in seconds. A lot of people would definitely flip it and sell immediately. with a …
Leidos Holdings LDO - UnderValued??
What am I missing here? Seems undervalued and also on an insane growth trajectory on all cylinders???? Revenue: $4.40B (Up 4% year-over-year, beating analyst consensus). Adjusted EPS: $3.13 (A massive beat against the $2.90 Wall Street estimate). Adjusted EBITDA Margin: 14% ($614M). The Backlog: $48.4 Billion. Read that number again. …
Do with this information what you will
Until today (presumably) Alibaba was the largest U.S. IPO. In the 12 years since, it is up roughly 19% (excluding dividends). Figma IPO'd at the end of July last year and is now down 85% (which, quite frankly, is hard to do considering the way the market has moved in …
For those who buy and hold for 6-12 months: What do you think of stock recommendations by the big names?
I'm thinking JPMorgan Chase & Co., The Goldman Sachs Group, Morgan Stanley, Bank of America, Citigroup, Barclays, UBS Group, Deutsche Bank Aktiengesellschaft. All of them issue buy recommendations. I'm considering checking their recommendations, compile \~10 stocks most of them agree are promising, buy them, then check for any changes monthly. …
Questions about SpaceX (SPCX)
I have a question for people who are buying the stock today. I am not trying to criticize the company. I read the S-1 report. I am trying to understand how the price makes sense. Gwynne Shotwell said that making the company bigger is very expensive and she does not …
[NYTimes] Early signs show that SpaceX’s stock could open $170-175 a share for trading, higher than it’s IPO price of $135 a share
According to NYT live reporting: There are early signs that SpaceX’s stock could open higher than the price set last night during its I.P.O. of $135 per share. Early indications point to a range of $170 to $175 a share for trading, according to a person familiar with the discussions. …
SpaceX - An Interactive Home Entertainment Saga
I just adding the key information about Space X and here is what I found out: Company Name: SPACE EXPLORATION TECHNOLOGIES CORP ([Nasdaq](https://www.nasdaq.com/market-activity/stocks/spcx)) Global Industry Classification Standard: * Sector: 50 Communication Services * Industry Group: 5020 Media & Entertainment * Industry: 502030 Interactive Media & Services * Sub-Industry Code & …
SpaceX lost nearly $5 billion last year. Is a $1.77 trillion valuation actually justified?
I'm trying to separate the excitement around Elon Musk from the actual investment case for SpaceX. The company just completed the largest IPO in history and is now valued at roughly $1.77 trillion. At the same time, it reportedly lost almost $5 billion last year and generates only a fraction …