Typical manipulation by Musk hiding his junk in his treasure vault. Look where we are at now, an insane IPO that oushed the guy into the trillionaire stratosphere, but a sudden run to the bond market for more money. This is what happens when the surface looks shiny and nice (reusable rockets, dominant Starlink satellite internet, but the junk is hidden below (self manoeuvre of twitter, xai between TSLA and SPCX) with burdensome debt and problematic cash burn. The valuation for the IPO was already not acceptable, but the casual investors bought into the hype and are now caught with their pants on the floor. Funny enough, news is going around that the shares held by retail investors have been diluted (3.4% dilution, due to acquiring Cursor for $60 billion in stocks), resulting in analys

It was almost a given that SPCX was going to turn out like this. Starting with it foundations, where I jovially called it 3 children in a trenchcoat calling themselves a businessman. Yes, I get it, Starlink is absolutely a game changer and the reusable rocket part of the business is revolutionary, but any serious investors would stay away like the plague, looking at the burdensome numbers that xai and twitter contributes. The hype for SPCX was so significant that if you made an effort to look, there are analysis from all angles. Just looking at the revenue (mind you, NOT the final computed profit), would tell you that the near 2 trillion valuation floated was demented. Then you look at the losses brought by xai twitter, etc., and no sane person will want to hitch their wagon on this r

That is so lame... Inflation is fairly bad, all thanks to the war waged, only to circle back to a peace deal that looks to be an even bigger loss (holy 300 billion reparations??) Then everyone keeps flooding back into USD to capture the expected increase in interest rates that did not happen, yet there's no meltdown (and no, don't tell me that hiccup in equities is significant). Warsh is well and truly the president's lapdog, taking the cop-out of keeping rates steady.

Elon loves to spout crap to wow his fans, maybe he can hit the revenue of 1T, but he isn't telling you out loud that the losses are what everyone should be looking at. Buy buy buy, says the fans. Rocket! Starlink! Tech! Market dominance! But what about the loss makers, xai, twitter, whatever rubbish Mr. Moneybag will try to bring in, go further weigh your investments down. This is some massive and extremely wild delusion.

I called Japan, because they did well, very well in fact, to qualify for the world cup. Even taking down England, who were improving under Tuchel. After all everyone loves an underdog winning it all. It is nice that the 2nd game of the WC (Korea Czechia) was 10am Shanghai Time And no, no way I am investing with relation to football or world cup.

First day, people who overestimate will buy in, and it will shoot up, maybe to 160? But a couple of weeks in and it will take a nosedive and start the real climb upwards (or not... after all it's 3 children in a trench coat acting as a business man)

Got the timing down and scored the goal... olayyyy olay olay olay...

I would go for memory (dram) and space (nasa). Memory is a safe bet to avoid any mess, space will get a boost from spacex IPO. I don't trust energy and broad AI/ AI adjacent stuff to play the game by the rules.

Looks like it will not fall into bearish conditions though. But the biggest culprit for gold being sold likely is the expectations of rising interest rates in USA Just as stated, questions of fed independence makes this a funny proposition. Does Warsh do the correct thing to try and halt the impact of inflation, or does his spine liquefy and maintains (or decreases, as prez Trunp keeps asking for) interest rates [Surprised]

So Grok (the musk AI bot) has been shown to have poor usage rates by the US government, 3 out of 400 known examples of uses by the federal government. This will weigh down on expectations of the success of the AI part of spacex when it gets listed. Which further proves that AI as it is, is a gimmick and investors looking to pick up a piece of spacex have unrealistic views. The company will not succeed based on proper fundamentals and business dealings, but on the world's richest man having his hand in messing with world affairs, hoarding more wealth and being able to manipulate his stock prices. Spacex rockets being reusable has shook up the market, a huge win for the environment and a proof of concept that sustainability is a winning play, even on the biggest stage. But the company is sad

I think Walsh will might be bad news, I cannot believe that he will not concede when trump comes knocking, but I hope I am wrong. Let us see, but hopefully Powell staying on the board helps curtail some of the fallout

I think nvda being the leader of the herd will  hold on the long term trend of climbing upwards. The slides now are just blips, the hype is too big and nvidia too well known to have any serious problems... that is until the AI bubble bursts

top 5: blanket, fan, mousepad, coin, lamp

I think the biggest factor for trump is that he gets to be the one that spikes the shares he buys, having that exclusive first mover advantage works wonders (and common investors can only hope they catch on quickly enough). It might hint at what companies could be the next big hit (considering the white house gets about the freshest and juiciest information), since everyone wants to strike it rich on the next big player, so maybe Dell (and other hardware) is really the play to make?

The big3 are always reliable, but DBS stands out, it barely broke a sweat while UOB seems to have stumbled slightly, so investors went wild and shot the stock price even higher

wow... that 19% for amd, everyone's a millionaire now! [Miser] The AI bull rush will never fail to amaze. Everyone acts like the small gains by nvda are pathetic, but that's in contrast to the recent surges by intel and amd, just the past few years and nvda grew 200%... greed knows no bounds

Dead cat. Crypto likely is making some gains from the general optimism that Iran US war will resolve, but this is absolutely not the market for crypto, not when AI is so hot and the bubble is ongoing. Can't remember the news, but even those crypto companies are changing their approach. Has to be a dead cat, at least for a couple of years.

$CoreWeave, Inc.(CRWV)$ is a a hardy scavenger, starting out as a crypto mining company (adding to the hardware shorting during that period), then pivoting into cloud computing when crypto crashed, and is now further buoyed by the AI exuberance. And the biggest killer in this AI bubble that has investors shivering is the CAPEX, but it has had a reasonable headstart on companies like Oracle who want to cash in on the hype (but face all the challenges like funding, bottlenecks in hardware availability, etc.). Much has been said about the circular economy problem, where the hardware has great value, being boosted by the growing AI bubble, which is then used as collateral to secure more funding for even more AI related hardware acquisition, and

Colour me surprised, I expected good results, but the numbers are spectacular, it would indeed be nice to see if uob and ocbc would have results as impressive. Feels like the chaos in the middle east has no significant impact... [Surprised]

The non stop spending will keep attracting the disdain of the market and investors, it only serves to inflate the AI bubble. I would be taking profits at every juncture then buying back in in hopes the bubble continues. But I will gradually start picking up HALO shares to start hedging for the eventual bubble pop. I don't see a need to be the one holding the bag when shit happens...