OT: Stock and Investment Thread

RU05

All-American
Jun 25, 2015
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I bet some of the space stocks (non-SPCX) will be good long-term buys. SPCX is just sucking the air out of the space right now.

PlanetLabs and BlackSky are on my watchlist.
SPCX has come back to earth as well (thank you, thank you).

The entire space is crazy expensive.
 
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RU05

All-American
Jun 25, 2015
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NFLX getting spanked on earnings. Down 10%

one year chart is hot garbage.

getting into value territory.
 

Anon1751565407

Sophomore
Jul 3, 2025
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STDN IPO coming very soon….Small Modular nuclear reactor fuel specialist. Seems like in five to ten years it might wind up a big winner. Tiny current revenues but seems to finally be ramping up.
I got shut out as my IPO request wasn’t filled. Might be a stock worth watching as it might be the only energy source with bipartisan support.
 
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Anon1751565407

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Jul 3, 2025
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I'm watching as well. Hoping to buy the typical IPO dip!
Down almost 30% from the IPO price. Wow. I’m looking for something “cheap” that can go 10X within a 10 years holding period so took a small amount at the discounted price…now at 10.60/sh. Nuclear sector got clobbered today so maybe just bad timing.🤷‍♂️ In 1999, unprofitable companies were all the rage.🤣

MSFT: looks like 2029 might be the stock’s big up year as they curtail cap X spending….that is if their moat holds til then.
 
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RU05

All-American
Jun 25, 2015
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Down almost 30% from the IPO price. Wow. I’m looking for something “cheap” that can go 10X within a 10 years holding period so took a small amount at the discounted price…now at 10.60/sh. Nuclear sector got clobbered today so maybe just bad timing.🤷‍♂️ In 1999, unprofitable companies were all the rage.🤣

MSFT: looks like 2029 might be the stock’s big up year as they curtail cap X spending….that is if their moat holds til then.
Still not selling fuel to an actual operating reactor. Couple years away at least.

That's a long time for a stock to just hang out.

Interesting in the long term, but I wouldn't do much more then dipping a toe right now.
 

Anon1751565407

Sophomore
Jul 3, 2025
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Still not selling fuel to an actual operating reactor. Couple years away at least.

That's a long time for a stock to just hang out.

Interesting in the long term, but I wouldn't do much more then dipping a toe right now.
I dipped just a pinky toenail and will try to follow it closely now. It should be good for a hype-mania run or two or three after AI becomes relatively boring in around 2030.

If I had guts I would buy Beyond Meat stock at .60/sh. I’ve had a couple of their grocery products and they are good…just a tad expensive especially in this K shaped economy and their revenue actually declined in’25 from ‘24. Their Balance Sheet may be cholesterol free but it has plenty of issues as debtholders are kinda their priority these days.
 
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RU05

All-American
Jun 25, 2015
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I dipped just a pinky toenail and will try to follow it closely now. It should be good for a hype-mania run or two or three after AI becomes relatively boring in around 2030.

If I had guts I would buy Beyond Meat stock at .60/sh. I’ve had a couple of their grocery products and they are good…just a tad expensive especially in this K shaped economy and their revenue actually declined in’25 from ‘24. Their Balance Sheet may be cholesterol free but it has plenty of issues as debtholders are kinda their priority these days.
If a pinky toe is in now. Id probably add as it continues to drop. Build a position so that when the turn comes you are in.

Only a $2b market cap. And it already has $250mil in order backlog.
 

Anon1751565407

Sophomore
Jul 3, 2025
180
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If a pinky toe is in now. Id probably add as it continues to drop. Build a position so that when the turn comes you are in.

Only a $2b market cap. And it already has $250mil in order backlog.
I’ll have to remind myself to look for a new bargain price in mid January. Not sure why it couldn’t even hold the IPO price for a couple of days at least…acknowledging that the nuclear subsector of stocks did just get bigly revalued.
 

Anon1751565407

Sophomore
Jul 3, 2025
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I’ll have to remind myself to look for a new bargain price in mid January. Not sure why it couldn’t even hold the IPO price for a couple of days at least…acknowledging that the nuclear subsector of stocks did just get bigly revalued.
Saw Cathie Wood just bought a bunch of XE which also is selling below its IPO (was in April 2026) price.