Posts
UBS sees generational semiconductor boom, highlights stock winners
Posted - Wed, June 10, 2026 at 7:40 a.m. https://ca.finance.yahoo.com/news/ubs-sees-generational-semiconductor-boom-114008868.html **From article** >UBS is forecasting a substantial expansion in the global semiconductor industry, projecting revenues will reach $2.38 trillion by 2027 as agentic AI drives broad-based demand across memory, logic, and CPU segments. Analyst Nicolas Gaudois told clients in a …
I asked Grok what it thought about the new SpaceX IPO... it was less than enthusiastic.
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Explain how energy stocks aren't _the_ play for the next 10 years?
We're already seeing spikes in energy requirements due to AI, and these are systems that just generate tokens. The future will be ubiquitous robotics... in addition to this, the human population isn't going anywhere any time soon, so we'll need the energy to power millions of robots + feed/entertain billions …
How to hedge against the AI IPO's ?
It's clear that the AI hype is a bubble. SpaceX, Anthropic, OpenAI are blackholes, absorving credit, money, energy, water, jobs, peoples patience and etc. They aren't by any means profitable. Everyone knows these new IPO's are exit liquidity, the leaders of these ventures know it and they know we know, …
WSJ: Trump Cancels Iran Strikes, Says Tehran Has 'Approved' Talks
President Trump said he has cancelled planned strikes on Iran after Tehran's leadership and other parties negotiating a deal to end the conflict approved "discussions and final points." The ongoing discussions "have been brought to the highest level of Iranian leadership and approved," Trump wrote in a Thursday afternoon post …
I wonder if people feel it's a problem that investing in SpaceX has ethical implications
When you invest in an IPO, you're not just trading stocks around. You're very directly contributing to the wealth of the shareholders. Which is a problem for me, becuase one of the shareholders did some very bad things. He seig heiled on stage. He shut down USAID , which resulted …
Arbor Realty Trust - Short Squeeze Near-Term - Long Term Stabilizing
Arbor Realty trust has seen some major block buys the past two weeks. Short interest is decreasing at these levels as the Risk/Reward to bet against this REIT deteriorates. I'm calling a near-term bottom on these shares. Last week we saw the stock spike 8% on a 1 million share …
USA will now subsidize american companies
I think it was last week that the story broke out that Trump will invest public money in AI companies.The real story is that these companies have run out of private and VC money. They fear the IPOs will be a flop once the truth about their finances sees the …
Echostar, SATS (Basically 80% SPACEX Proxy) Factcheck with Official sources
I want to present to everyone here clear facts and analysis on the stock. I am seeing many wrong garbage ai information out there. I am going to link every source here. Let me know if you find any errors Official Sources: |Echostar's latest quarterly report|[https://ir.echostar.com/news-releases/news-release-details/echostar-announces-financial-results-three-months-ended-march-6](https://ir.echostar.com/news-releases/news-release-details/echostar-announces-financial-results-three-months-ended-march-6)|Total Debt - 24B Operation …
People are treating SpaceX like a guaranteed lottery ticket
Maybe it’s just me but people are acting insane over SpaceX. I talk to investors all day and some of these people really think SpaceX is gonna make them rich overnight. They’re calling nonstop asking how to get shares like it’s some secret lottery ticket. Some of them are talking …