Posts
Quantinuum stock opens at $68 per share after IPO
https://www.cnbc.com/2026/06/04/quantinuum-qnt-stock-first-trade-ipo.html **KEY POINTS** - Quantinuum started trading on the Nasdaq on Thursday under the ticker QNT. - The firm was founded from the merger of Honeywell's quantum computing division and UK-based Cambridge Quantum. **ANALYSIS** - **U.S. CHIPS Act Collaboration:** Signed a major Letter of Intent with the U.S. Department of …
Goldman Sachs expects SpaceX revenue to increase 100x to $322 billion by 2030
Today, Goldman Sachs said they expect SpaceX revenue to increase dramatically in the next 3.5 years to $322 billion. They said it will be largely driven by AI. With the xAI acquisition, SpaceX does have a lot of hardware. I wonder if they could do more things such as the …
Why NVDIA surged 5%
NVDA was getting hit with some selling pressure early in the morning and dropped right out of the gate, but it completely flipped the script midday and ripped about 5% off those lows. For a company holding the largest market cap in history, a 5% intraday swing moves an absolutely …
Rationality?
Hi All, I don’t understand what is happening in this market. Can somebody share their thesis if there’s any logic here or it’s all fraudulent? How can people invest such big in AI without knowing the use case for so many data centers cost of tokens, return on investment, etc.? …
The Harvest 6/4/2026
**The Harvest** *Wall Street is about to withdraw a third of a trillion dollars from a market that has no spare cash. The mechanism by which that ends is already visible, if you measure in the right units.* In the span of a few weeks this summer, the most valuable …
People who left the US market, where did you go?
I used to think that I was responsible with money because I kept it in index funds and bonds, no options or leverage ever, but I wasn’t, it was my tuition money, stuff that I would need intact in less than a year, it was stupid. Eventually I did sell …
Drone Defense Bet
American government is seriously behind in military drone doctrine and equipment procurement. This is evident in Iran’s asymmetric warfare strategy. Coincidentally, I see some of the players in the market are potentially oversold. Jumped in with positions in AVAV at $165/170 and now with KTOS call options at 58,59 & …
Looking for a long play? ... buy RDDT!
Having navigated the markets and various tech cycles for a long time, I want to briefly share my main investment arguments for why I am currently buying Reddit. Reddit has proven in recent years that it is not just a forum for meme stocks, but a highly profitable company. Strong …
Layoff announcements tick higher in May, with AI as the leading cause
> Layoff announcements continued to climb last month as the tech sector culled positions, with planned job cuts reaching the highest total for May since 2020, the global outplacement firm Challenger, Gray & Christmas said in a report on Thursday. > Employers announced just over 97,000 job cuts, up slightly …
Best Way to Protect Index Fund Position During SpaceX IPO?
TL;DR: What's the best way to handle the SpaceX IPO when your portfolio is primarily composed of index funds that are exposed to it? Is there something similar to an index fund that explicitly will not include SpaceX/OpenAI/Anthropic IPOs? Background: I invest substantially in my IRAs and 401ks. While I …