OT: Stock and Investment Thread

RU05

All-American
Jun 25, 2015
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Although TSLA looks like it wants to break out through resistance that dates back to 2021, I'm calling the SpaceX IPO will not lead to good price action for either TSLA or SPACEX.

SpaceX at $1.75 tril is about 100x 2025 revs. Growth was 33% yoy which is good, but not 100x revs good.
 

RU05

All-American
Jun 25, 2015
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Market heat check.

I was thinking of selling MRVL last night in extended. That extra 10% seemed a little much. Not that up 4% after yesterdays move is a bad sign.
 

RUAldo

All-Conference
Sep 11, 2008
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This might be the right time for all those who regretted not getting into BTC early enough.
Could be approaching a tipping point. If crypto keeps getting worse, the tokenization push will pick up in a big way since it would be a life raft for the industry with a focus on the technology (finally) while also revolutionizing finance.
 
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T2Kplus20

Heisman
May 1, 2007
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Could be approaching a tipping point. If crypto keeps getting worse, the tokenization push will pick up in a big way since it would be a life raft for the industry with a focus on the technology (finally) while also revolutionizing finance.
CEPT = To the moon! :)
I assume the merger should be done soon.
 

RUAldo

All-Conference
Sep 11, 2008
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CEPT = To the moon! :)
I assume the merger should be done soon.
Hoping crypto weakness doesn’t crush CEPT although the floor should be around $10.50. It’s my second largest spec position. Need Lutnick to lock this thing down with SEC, especially when Securitize’s president (Brett Redfearn) was the former SEC Director of Trading and Markets!
 

Rutgers Chris

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Nov 29, 2005
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Hoping crypto weakness doesn’t crush CEPT although the floor should be around $10.50. It’s my second largest spec position. Need Lutnick to lock this thing down with SEC, especially when Securitize’s president (Brett Redfearn) was the former SEC Director of Trading and Markets!
 

Rutgers Chris

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Nov 29, 2005
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Although TSLA looks like it wants to break out through resistance that dates back to 2021, I'm calling the SpaceX IPO will not lead to good price action for either TSLA or SPACEX.

SpaceX at $1.75 tril is about 100x 2025 revs. Growth was 33% yoy which is good, but not 100x revs good.
Agree with volatility incoming for both. I think they merge within 12 months. I am however enjoying seeing the constant stream of stories about Tesla smashing sales records across Europe after their breathless anti-Elon campaigns of a year or two ago.
 
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RU05

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Jun 25, 2015
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Agree with volatility incoming for both. I think they merge within 12 months. I am however enjoying seeing the constant stream of stories about Tesla smashing sales records across Europe after their breathless anti-Elon campaigns of a year or two ago.
Required significant price cuts and trim reductions which will cut into margins. But they had to do something after 2025 which was very not good.
 

rigi19041

Sophomore
Apr 1, 2026
268
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Recent IPO CBRS down from $300+ to $219. IPO was $180 I believe. So maybe support?

but with the big AI IPO’s upcoming i wonder if it still has more downside. And still crazy expensive. Over $100x revs.


Opened much higher than $180. I think it was about $300 at the open and went up to about $380.
 

T2Kplus20

Heisman
May 1, 2007
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Agree with volatility incoming for both. I think they merge within 12 months. I am however enjoying seeing the constant stream of stories about Tesla smashing sales records across Europe after their breathless anti-Elon campaigns of a year or two ago.
I assume SPCX will tank after going public for a while, but as of now, it is trading for close to $200 via Hyperliquid. Interesting.....
 

Rutgers Chris

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Nov 29, 2005
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Remember when Elon buying Twitter was widely criticized by geniuses all over? Twitter—-> xAi —-> Colossus build = now bringing in north of $2b a month of compute leasing from Anthropic and Google alone. I’m beginning to think this guy knows what he’s doing

 

T2Kplus20

Heisman
May 1, 2007
32,143
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Could be approaching a tipping point. If crypto keeps getting worse, the tokenization push will pick up in a big way since it would be a life raft for the industry with a focus on the technology (finally) while also revolutionizing finance.
FYI - looks like the shareholder approval vote for CEPT to convert to SECZ is on June 29th. Time for some action!
 

RU05

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Jun 25, 2015
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Man, too bad the closing date for this property wasn't last Thursday......


But this pull back is probably healthy. Not too bad today either.

Edit: Oh hey, I just went green.
 
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T2Kplus20

Heisman
May 1, 2007
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Man to bad the closing date for this property wasn't last Thursday......


But this pull back is probably healthy. Not too bad today either.

Edit: Oh hey, I just went green.
Definitely needed a pullback with the high-flyers. Some of the areas like memory and space were getting insane.
 

RU05

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Jun 25, 2015
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Definitely needed a pullback with the high-flyers. Some of the areas like memory and space were getting insane.
Oddly not insane in an expensive way. Just insane stock moves keeping up with insane earnings.

But I have finally been hearing some talk about what the earnings will be on the other side of the build out. Not that anyone knows the when or how much, but just the idea of: yes it's ramping now, but they could come down once complete.

Edit: Well for chips that is.

Quantum and space on the other hand........
 
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RU05

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Jun 25, 2015
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Being green was fun while it lasted.

Still beating the majors though(but only slightly).

SMCI dragging hard. The chart is a mess.
 

RU05

All-American
Jun 25, 2015
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After a couple days of showing signs of life before fading back, the markets started today well, and have built up momentum.

Not sure if there was a catalyst but there was a 1% jump mid day.
 
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