Posts
RDDT quote from the CEO himself u/spez
I think this means another AI deal or partnership is upcoming and could be bullish. He said this in today’s AMA. Thoughts? “If you talk to any of the early engineers from any of the major LLMS, they’ll all tell you Reddit’s data was essential in their creation. Reddit is …
mapping the supplier hops for broadcom
Broadcom pumped today but if you map out the hops it’s so obvious it hurts. Hyperscalers don't just buy chips out of nowhere, they need the freaking infrastructure locked in months before. Arista (ANET) gets massive order momentum for high-bandwidth switches the second these guys approve the rack layouts, and …
SpaceX says it’s worth $1.75tn as it nears stock market debut
https://www.bbc.com/news/articles/cvgz237n40jo >In a filing with the US Securities and Exchange Commission detailing its plans for an initial public offering (IPO), SpaceX said its shares should go for $135 (£100) each, ratcheting up its own valuation of the firm to roughly $1.75tn. SpaceX is expected to start trading on the Nasdaq …
Fluence Energy - The Next Bloom Energy bagger?
Siemens recently launched an industrialized reference design built specifically for Nvidia’s next-generation DSX Vera Rubin NVL72 AI supercomputer clusters [https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:\~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation](https://press.siemens.com/global/en/pressrelease/siemens-and-partners-develop-reference-architecture-purpose-built-nvidia-ai-data#:~:text=Siemens%20%E2%80%93%20together%20with%20NVIDIA%20and,controls%20architecture%20for%20hyperscalers%2C%20colocation) Fluence is the only battery energy storage system (BESS) vendor integrated natively into this pre-engineered blueprint. Fluence's financial outlook is defined by substantial revenue visibility rather than speculative demand: \-Total …
Who's down over 15% from last Wed's space highs?
My port is bodied about 17% from past Wednesday highs I think it was (AH). Im heavy in rklb, rxlx and astx... and have some sndk, mu, snxx and muu salvaging the port. My intel is almost breakeven (could have sold up about 15%) Who else is hating this downside …
Is broadcom's performance that was released to the public this week that bad?
Hi I am a university student from Korea and I recently invested in Broadcom Inc but, today they released their performance for their Fiscal Q2 2026 financial earnings report and to me it seems really good and shows that the company has a bright future however, as I am a …
CrowdStrike reports higher operating expenses as AI investments gain pace
> June 3 (Reuters) - CrowdStrike reported a 15% jump in its first-quarter operating expenses on Wednesday, as the cybersecurity company ramps up investments in AI and product development. > Shares of the company fell 8% in extended trading. > CrowdStrike expects 2027 revenue to be between $5.91 billion and …
SpaceX targets $135 IPO price at valuation of $1.77 trillion
Elon Musk’s SpaceX is planning to set a fixed price of $135 per share ahead of officially marketing its initial public offering, the company said in a filing with the Securities and Exchange Commission on Wednesday. SpaceX said it plans to sell 555.6 million shares, which would amount to a …
Broadcom stock slips on disappointing software revenue
> Broadcom reported weaker-than-expected revenue in its fiscal second-quarter earnings report. The stock slid in extended trading. > * Earnings per share: $2.44, adjusted, versus $2.40 estimated > * Revenue: $22.19 billion versus $22.27 billion estimated > Revenue climbed 48% from $15 billion in the same quarter a year earlier, …
Market-On-Close (MOC) Orders? Limit-On-Close (LOC)?
what are those massive orders that always happen right in the seconds or sometimes minutes after market close? below is a photo of one of thise huge orders as seen from the time and sales tab in ToS. most of the time is two of these either red or green …