CX

I'm a fan of your SPCE callout. Made quite a bit on RKLB and SPCE during that run-up towards the SPCX IPO myself. Why did you buy such a short dated call for this? Do you anticipate a surge in price happening immediately if the Dems win?

Feel free to call him names but he is a visionary who can execute. … Yes there is short term pain and maybe it's dead money -- let's check back in 5 years.

We make $100,000 in profit a year. --Wow! 100k is pretty good! … Profit's actually pretty flat, but fairly stable over the past 2 years.

Now we wait and once we have merged SPCX and TSLA, we gonna promote it as the new lunar toy of the ultra-wealthy. So stop staring and get back to work! I want my lunar rocket ready by Christmas. And make the tip extra pointy so they -SHUT UP BEN! I don't give a fuck about aerodynamics- so they know we mean business.

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

So, I guess your answer is up? Yes, of course, and they decided to do it one second after earnings release, right? With markets closed, to make sure they push down the price as much as they can with their selling. Lol. SPCX IPO marked the SOXX top just one week off, and semis haven't recovered since then.

Buys GPUs. Reports unrealized gains in stock as 'profit'. … Funds both, also reports their unrealized gains as profit.

Sure it's great for the company if those valuations hold or even better increase. … But it's more of a one time gain and not representative of what typical operations is going to generate on the earnings front.

MSFT de facto laying off 27% of its workforce is an extremely bullish sign for what these tools are doing internally at one of the most important companies in the world. … Also Apollo and my former boy Torsten lying about AI productivity and then his firm buying $40b of AI components is another bull flag.

SPCX is the easiest company to extract financials around AI datacenter because they have such small scale relative to the hyperscalers. … There's a lot of room for profit margin then when looking back to that $24b/year revneue.

Kill what stock? It got all its rise, accumulation of its marketcap privately and then dumped it on retail. … Google now has 94 billions worth of SPCX shares, retail has nothing.

owning a stock doesn't really directly "give" money to the company... Its not like TSLA and SPCX are issuing new shares. You could argue they are somehow borrowing against the valuation, but the way you're talking about things kind of suggests you have no idea what you're talking about.

I'm watching over 80 names, but I have some starter positions in AMAT, BE, CRDO, KLAC, LRCX, MXL, and SKHY. Stop loss at their recent lows.